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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
LFA
1826
Legacy Financial Advisors
Kentucky
$670K +$29K +177 +5%
AssetMark Inc
1827
AssetMark Inc
California
$669K +$16.7K +102 +3%
JA
1828
JOYN Advisors
Georgia
$667K -$21K -128 -3%
SAM
1829
SignalPoint Asset Management
Missouri
$667K +$21.6K +132 +4%
KF
1830
Krilogy Financial
Missouri
$665K +$81.2K +496 +15%
PCM
1831
Prelude Capital Management
New York
$663K -$97.4K -595 -13%
BMC
1832
Beaton Management Company
Massachusetts
$659K
PIA
1833
Pinion Investment Advisors
Kansas
$658K -$203K -1,241 -25%
PC
1834
Permanens Capital
New York
$657K +$540K +3,300 +682%
AWM
1835
Alterna Wealth Management
Texas
$655K -$1.36M -8,291 -69%
GCMG
1836
Gyroscope Capital Management Group
Florida
$654K -$49.1K -300 -8%
JIC
1837
Joel Isaacson & Co
New York
$653K -$2.78K -17 -0.5%
CAM
1838
Cozad Asset Management
Illinois
$649K +$1.47K +9 +0.2%
WDL
1839
Well Done LLC
Michigan
$647K -$2.13K -13 -0.3%
ZF
1840
Zhang Financial
Michigan
$646K +$114K +698 +23%
ATFA
1841
All Terrain Financial Advisors
Minnesota
$644K +$3.93K +24 +0.7%
NNP
1842
Nachman Norwood & Parrott
South Carolina
$644K +$59.6K +364 +11%
PFGIA
1843
Patriot Financial Group Insurance Agency
Massachusetts
$643K +$147K +899 +32%
WAG
1844
Winthrop Advisory Group
Massachusetts
$642K -$379K -2,315 -38%
RGNCM
1845
R.G. Niederhoffer Capital Management
New York
$642K +$606K +3,700 New
NS
1846
NewDay Solutions
New Hampshire
$638K +$600K +3,666 New
RA
1847
RFG Advisory
Alabama
$637K +$134K +819 +29%
SLT
1848
St Louis Trust
Missouri
$635K
IUHSA
1849
Itau Unibanco Holding S.A.
Brazil
$633K -$419K -2,556 -41%
UBV
1850
United Bank (Virginia)
Virginia
$633K -$94.3K -576 -14%

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.