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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
PCM
1876
Pointe Capital Management
Michigan
$599K +$67.6K +413 +14%
HTHT
1877
Hemenway Trust Hemenway Trust
New Hampshire
$598K -$22.1K -135 -4%
TCPWM
1878
Traverso Chambers Private Wealth Management
California
$598K
HR
1879
Howe & Rusling
New York
$593K -$1.97K -12 -0.3%
ECM
1880
Elgethun Capital Management
South Dakota
$593K
BCA
1881
Bay Colony Advisors
Massachusetts
$591K +$3.93K +24 +0.7%
LP
1882
LGL Partners
Pennsylvania
$591K +$4.91K +30 +0.9%
TIA
1883
Tiemann Investment Advisors
California
$589K
BWL
1884
Bogart Wealth LLC
Virginia
$588K +$43.9K +268 +9%
NSIM
1885
North Star Investment Management
Illinois
$585K +$327 +2 +0.1%
SIAG
1886
Signet Investment Advisory Group
Rhode Island
$584K -$35.2K -215 -6%
DI
1887
DFPG Investments
Utah
$582K +$310K +1,894 +137%
WIC
1888
Woodmont Investment Counsel
Tennessee
$581K -$38.5K -235 -7%
CPC
1889
Cookson Peirce & Co
Pennsylvania
$581K +$90.9K +555 +20%
MSS
1890
Mitchell Sinkler & Starr
Pennsylvania
$575K
GAM
1891
Gemmer Asset Management
California
$573K +$131K +800 +32%
KLI
1892
Kelman-Lazarov Inc
Tennessee
$566K -$376K -2,296 -41%
AWE
1893
Avidian Wealth Enterprises
Texas
$566K +$111K +678 +26%
DIM
1894
DC Investments Management
Virginia
$565K +$229K +1,400 +75%
GC
1895
Grimes & Company
Massachusetts
$564K -$53.1K -324 -9%
FAM
1896
Formidable Asset Management
Ohio
$563K +$519K +3,171 New
VAG
1897
VisionPoint Advisory Group
Texas
$563K +$531K +3,242 New
TL
1898
TrueWealth LLC
Georgia
$561K -$164 -1 -0%
CMI
1899
Clare Market Investments
Texas
$559K -$7.04K -43 -1%
PA
1900
Probity Advisors
Texas
$558K +$655 +4 +0.1%

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.