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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
SHWM
1951
Smith & Howard Wealth Management
Georgia
$477K -$41.8K -255 -8%
WRM
1952
Weybosset Research & Management
Rhode Island
$476K -$16.4K -100 -4%
XS
1953
XR Securities
Illinois
$475K -$521K -3,179 -54%
RWA
1954
Redhawk Wealth Advisors
Minnesota
$474K +$7.2K +44 +2%
STMM
1955
South Texas Money Management
Texas
$470K -$30.3K -185 -6%
CBTWT
1956
Community Bank & Trust (Waco, Texas)
Texas
$469K -$819 -5 -0.2%
Aristotle Capital Management
1957
Aristotle Capital Management
California
$469K
WOC
1958
West Oak Capital
California
$469K
UOC
1959
UBS O'Connor
Illinois
$469K +$443K +2,703 New
HL
1960
HeadInvest LLC
Maine
$468K +$32.7K +200 +8%
DWA
1961
Dougherty Wealth Advisers
Minnesota
$468K +$45.8K +280 +12%
AC
1962
Avestar Capital
New York
$461K -$26.5K -162 -6%
HR
1963
Hayden Royal
North Carolina
$461K +$35.4K +216 +9%
BFA
1964
Bragg Financial Advisors
North Carolina
$456K
DW
1965
Domani Wealth
Pennsylvania
$455K -$26.7K -163 -6%
CVM
1966
Cheviot Value Management
California
$455K
WFM
1967
Wolff Financial Management
Michigan
$454K
BWA
1968
BDO Wealth Advisors
Florida
$453K +$192K +1,172 +82%
CWM
1969
Cordatus Wealth Management
Pennsylvania
$452K
DWM
1970
Darwin Wealth Management
Florida
$450K -$53.2K -325 -11%
WP
1971
WealthPLAN Partners
Nebraska
$449K -$275K -1,682 -40%
SCM
1972
SOL Capital Management
Maryland
$449K -$8.19K -50 -2%
MC
1973
Miramar Capital
Illinois
$449K
JHCP
1974
Jackson Hole Capital Partners
Oklahoma
$448K
AB
1975
Atlas Brown
Kentucky
$446K

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.