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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
PPP
1776
Private Portfolio Partners
New Jersey
$770K +$172K +1,048 +31%
WF
1777
WoodTrust Financial
Wisconsin
$768K
PWMG
1778
Prestige Wealth Management Group
New Jersey
$767K +$40.6K +248 +6%
MCC
1779
Malaga Cove Capital
California
$765K +$326K +1,991 +82%
PDM
1780
Penn Davis McFarland
Texas
$764K
KPW
1781
Kore Private Wealth
New York
$764K +$93.5K +571 +15%
AAP
1782
Arax Advisory Partners
Colorado
$764K +$721K +4,404 New
SGI
1783
Summit Global Investments
Utah
$760K +$4.91K +30 +0.7%
LDFR
1784
Lehman & Derafelo Financial Resources
Pennsylvania
$759K +$2.46K +15 +0.4%
WIC
1785
Whitegate Investment Counselors
New Hampshire
$755K -$4.09K -25 -0.6%
CIM
1786
Confluence Investment Management
Missouri
$750K -$155K -948 -18%
OFG
1787
Omega Financial Group
California
$748K -$491 -3 -0.1%
AFA
1788
Arlington Financial Advisors
California
$746K
AF
1789
Aldebaran Financial
$742K
WCWM
1790
Willow Creek Wealth Management
California
$740K
TPW
1791
Tiller Private Wealth
Pennsylvania
$737K +$164 +1 +0%
AIP
1792
Almanack Investment Partners
Pennsylvania
$736K +$6.39K +39 +0.9%
BCWM
1793
Bartlett & Co Wealth Management
Ohio
$727K
MCM
1794
Maryland Capital Management
Maryland
$727K -$28.3K -173 -4%
BC
1795
Bartlett & Co
Ohio
$727K
SBA
1796
Secrest Blakey & Associates
North Carolina
$727K +$14.6K +89 +2%
CAC
1797
Certified Advisory Corp
Florida
$724K +$27.5K +168 +4%
PSC
1798
Prentiss Smith & Co
Vermont
$723K +$6.39K +39 +0.9%
BB
1799
Bell Bank
North Dakota
$722K -$38.2K -233 -5%
EWA
1800
ERTS Wealth Advisors
Michigan
$720K

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.