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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
HPWM
1751
Highland Private Wealth Management
Washington
$833K -$92.5K -565 -11%
AL
1752
Aspiriant LLC
California
$832K -$31.3K -191 -4%
CSIC
1753
Clifford Swan Investment Counsel
California
$831K
ACM
1754
Argent Capital Management
Missouri
$828K
VWM
1755
Venturi Wealth Management
Texas
$827K -$92.8K -567 -11%
HCM
1756
Hilton Capital Management
New York
$826K
LJAC
1757
L.J. Altfest & Co
New York
$825K +$24.6K +150 +3%
WSC
1758
Wellington Shields & Co
New York
$824K
JA
1759
JLB & Associates
Michigan
$821K +$19.3K +118 +3%
BOPW
1760
Brandywine Oak Private Wealth
Pennsylvania
$814K +$12.1K +74 +2%
IA
1761
IFG Advisory
Georgia
$812K +$34.1K +208 +5%
WWM
1762
Windsor Wealth Management
Indiana
$811K -$24.9K -152 -3%
TIA
1763
Traphagen Investment Advisors
New Jersey
$811K +$4.26K +26 +0.6%
RM
1764
Resource Management
Louisiana
$806K -$401K -2,450 -35%
HCM
1765
Horiko Capital Management
New York
$804K
PK
1766
Pflug Koory
Nebraska
$799K -$12.3K -75 -2%
HFS
1767
Haverford Financial Services
Pennsylvania
$798K -$125K -765 -14%
GD
1768
Grandfield & Dodd
New York
$798K -$22.9K -140 -3%
MFW
1769
Mosaic Family Wealth
Missouri
$797K +$18K +110 +2%
MPIA
1770
Mountain Pacific Investment Advisers
Idaho
$791K +$124K +760 +20%
CPO
1771
Cerity Partners OCIO
New York
$777K +$126K +767 +21%
JIR
1772
James Investment Research
Ohio
$776K +$474K +2,897 +184%
PWMAG
1773
Pinnacle Wealth Management Advisory Group
New Jersey
$773K
WANY
1774
Wealthspire Advisors (New York)
New York
$773K +$729K +4,452 New
EA
1775
Emerald Advisers
Pennsylvania
$770K +$127K +774 +21%

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.