We are live on ! Find out more

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
NB
1701
Nicolet Bankshares
Wisconsin
$935K -$42.1K -257 -5%
ACG
1702
Allen Capital Group
Nebraska
$933K +$39.3K +240 +5%
TNBTD
1703
Trustmark National Bank Trust Department
Mississippi
$931K -$66.5K -406 -7%
IIC
1704
Ironwood Investment Counsel
Arizona
$928K +$1.97K +12 +0.2%
LCM
1705
Leisure Capital Management
California
$925K +$8.19K +50 +0.9%
CCM
1706
CWH Capital Management
Washington
$923K -$81.9K -500 -9%
TWM
1707
Titus Wealth Management
California
$922K -$82.7K -505 -9%
BAM
1708
Berkshire Asset Management
Pennsylvania
$916K -$5.73K -35 -0.7%
CCMG
1709
Clark Capital Management Group
Pennsylvania
$916K +$252K +1,537 +41%
GAG
1710
GM Advisory Group
New York
$907K +$98.2K +600 +13%
LC
1711
Lourd Capital
California
$907K +$269K +1,644 +46%
WCA
1712
Westover Capital Advisors
Delaware
$899K +$539K +3,289 +174%
AF
1713
Allworth Financial
California
$898K +$260K +1,589 +44%
FC
1714
Ferris Capital
Massachusetts
$895K -$9.66K -59 -1%
CL
1715
CPWM LLC
Washington
$893K -$58.1K -355 -6%
RC
1716
RBO & Co
California
$890K
HFA
1717
High Falls Advisors
New York
$889K +$20.5K +125 +3%
GIP
1718
Greatmark Investment Partners
Georgia
$885K +$4.26K +26 +0.5%
GIM
1719
Groesbeck Investment Management
New Jersey
$884K -$53.2K -325 -6%
CPSAC
1720
Chas P. Smith & Associates (CPS)
Florida
$883K +$30.6K +187 +4%
MIM
1721
Moseley Investment Management
Florida
$883K +$31.9K +195 +4%
ECM
1722
Estabrook Capital Management
New York
$882K -$18K -110 -2%
TCM
1723
Tradewinds Capital Management
Washington
$881K +$164 +1 +0%
IIA
1724
IPG Investment Advisors
California
$881K -$38.8K -237 -4%
GLI
1725
Guardian Life Insurance
New York
$880K +$3.77K +23 +0.5%

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.