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
CI
1926
CX Institutional
Indiana
$518K +$49K +299 +11%
USGIU
1927
U.S. Global Investors (USGI)
Texas
$517K +$488K +2,978 New
UAS
1928
United Asset Strategies
New York
$512K +$53.2K +325 +12%
HIC
1929
Harvey Investment Company
Kentucky
$510K -$24.6K -150 -5%
FCM
1930
Fairbanks Capital Management
California
$507K +$478K +2,921 New
DACG
1931
Donor Advised Charitable Giving
California
$503K +$475K +2,900 New
NERM
1932
New England Research & Management
Illinois
$497K
HCP
1933
Holt Capital Partners
Texas
$495K
RGIA
1934
Rainier Group Investment Advisory
Washington
$495K +$46.3K +283 +11%
TI
1935
Truepoint Inc
Ohio
$493K -$7.2K -44 -2%
LK
1936
Lumbard & Kellner
New Hampshire
$492K -$18.2K -111 -4%
PHAM
1937
Palisades Hudson Asset Management
Florida
$492K
SAA
1938
Southeast Asset Advisors
Georgia
$492K +$6.06K +37 +1%
RWM
1939
RBA Wealth Management
California
$489K +$79.7K +487 +21%
LF
1940
Lantz Financial
Illinois
$487K +$8.02K +49 +2%
CCMD
1941
Cypress Capital Management (Delaware)
Delaware
$486K +$15.9K +97 +4%
KM
1942
Kalos Management
Georgia
$486K +$92.8K +567 +25%
W
1943
Wealthquest
Ohio
$485K -$35.7K -218 -7%
SIM
1944
Sadoff Investment Management
Wisconsin
$485K -$16.4K -100 -3%
BWM
1945
Buckley Wealth Management
Nevada
$485K -$5.89K -36 -1%
M
1946
MOTCO
Texas
$485K +$222K +1,356 +94%
CAN
1947
Claraphi Advisory Network
United States
$483K +$8.02K +49 +2%
SEIA
1948
Signature Estate & Investment Advisors
California
$480K -$9.01K -55 -2%
CCIA
1949
Campbell & Co Investment Adviser
Maryland
$480K +$179K +1,091 +65%
UC
1950
Unio Capital
New Jersey
$477K -$327K -2,000 -43%

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.