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2,385 hedge funds and large institutions have $282B invested in Visa in 2019 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 964 increasing their positions, 1,026 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 67

10% more capital invested

Capital invested by funds: $256B → $282B (+$26.6B)

8% more funds holding in top 10

Funds holding in top 10: 528571 (+43)

1% more funds holding

Funds holding: 2,3582,385 (+27)

0.03% more ownership

Funds ownership: 93.73%93.76% (+0.03%)

0% less call options, than puts

Call options by funds: $2.64B | Put options by funds: $2.65B

6% less repeat investments, than reductions

Existing positions increased: 964 | Existing positions reduced: 1,026

Holders
2,385
Holders Change
+27
Holders Change %
+1.15%
% of All Funds
51.79%
Holding in Top 10
571
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+8.14%
% of All Funds
12.4%
New
121
Increased
964
Reduced
1,026
Closed
67
Calls
$2.64B
Puts
$2.65B
Net Calls
-$2.52M
Net Calls Change
-$306M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1626
Confluence Wealth Management
Oregon
$1.18M +$8.68K +53 +0.8%
JIP
1627
Jaffetilchin Investment Partners
Florida
$1.17M +$71.9K +439 +7%
SWA
1628
SFMG Wealth Advisors
Texas
$1.15M -$1.39M -8,501 -58%
JFA
1629
JNBA Financial Advisors
Minnesota
$1.13M +$28.2K +172 +3%
MFG
1630
Magnus Financial Group
New York
$1.12M +$46K +281 +5%
BCM
1631
Blume Capital Management
California
$1.12M -$16.4K -100 -2%
NFC
1632
Northeast Financial Consultants
Connecticut
$1.12M -$81.9K -500 -7%
SWA
1633
Stratos Wealth Advisors
Ohio
$1.12M +$44K +269 +4%
PTC
1634
Philadelphia Trust Company
Pennsylvania
$1.11M +$1.05M +6,419 New
CANY
1635
Caxton Associates (New York)
New York
$1.11M +$1.05M +6,397 New
SVWAG
1636
Sound View Wealth Advisors Group
Georgia
$1.11M +$1.05M +6,397 New
OC
1637
Oakworth Capital
Alabama
$1.1M +$95K +580 +10%
SFA
1638
Semmax Financial Advisors
North Carolina
$1.1M +$261K +1,596 +34%
AFNAS
1639
American Financial Network Advisory Services
California
$1.1M -$74.2K -453 -7%
MWC
1640
MBM Wealth Consultants
Missouri
$1.1M -$1.47K -9 -0.1%
BO
1641
BRR OpCo
Ohio
$1.09M -$35.4K -216 -3%
VV
1642
Verity & Verity
South Carolina
$1.08M +$230K +1,405 +29%
PSG
1643
Planning Solutions Group
Maryland
$1.07M +$22.9K +140 +2%
FP
1644
Foundry Partners
Minnesota
$1.07M
FLI
1645
Family Legacy Inc
South Carolina
$1.06M +$409K +2,497 +69%
FWM
1646
Foresight Wealth Management
Utah
$1.06M +$4.26K +26 +0.4%
SBSB
1647
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.06M +$129K +788 +15%
WG
1648
Welch Group
Alabama
$1.05M +$59.3K +362 +6%
CFA
1649
Carroll Financial Associates
North Carolina
$1.05M +$76.3K +466 +8%
AIC
1650
Archer Investment Corporation
Indiana
$1.05M -$10.6K -65 -1%

V Hedge Fund Activity: Q2 2019 in Review

2,385 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q2 2019, worth a combined $282B — up 10% from $256B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new V positions and 67 closed out — a net gain of 54 holders — while 964 added to existing stakes and 1,026 trimmed.

The largest buyer was Nuveen, adding an estimated $2.6B. The largest seller was JP Morgan Chase, cutting an estimated $801M.

  • 2,385 institutional investors held Visa (V) as of Q2 2019, up from 2,358 in Q1 2019.
  • Funds reported $282B of Visa stock for Q2 2019, up 10% quarter-over-quarter.
  • 121 funds opened new Visa positions in Q2 2019 and 67 closed out, a net change of +54 holders.
  • The largest Visa buyer in Q2 2019 was Nuveen, an estimated $2.6B added.
  • The largest Visa seller in Q2 2019 was JP Morgan Chase, an estimated $801M sold.

Based on aggregated 13F filings for Q2 2019.