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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
OWA
1976
Outlook Wealth Advisors
Texas
$446K +$38K +232 +10%
ER
1977
Enlightenment Research
Florida
$445K +$443K +2,705 New
MIM
1978
Manitou Investment Management
Ontario, Canada
$444K -$403K -2,459 -49%
FEM
1979
Fulcrum Equity Management
Texas
$443K -$38.6K -236 -9%
POIA
1980
Pin Oak Investment Advisors
Texas
$443K -$2.95K -18 -0.7%
WAM
1981
Winslow Asset Management
Ohio
$443K
LC
1982
Lavaca Capital
Texas
$443K +$115K +700 +38%
JWM
1983
JGP Wealth Management
Oregon
$442K
WA
1984
Waverly Advisors
Alabama
$442K +$24.1K +147 +6%
ACM
1985
Allred Capital Management
Texas
$441K +$8.51K +52 +2%
SRC
1986
Sage Rhino Capital
California
$440K +$14.9K +91 +4%
BFG
1987
Barber Financial Group
Kansas
$439K +$41.8K +255 +11%
CBN
1988
Cadence Bank NA
Texas
$438K -$16.9K -103 -4%
TIM
1989
Tortoise Investment Management
New York
$436K
SCA
1990
Sippican Capital Advisors
Massachusetts
$434K -$49.1K -300 -11%
BWP
1991
BSW Wealth Partners
Colorado
$434K +$161K +985 +65%
PAS
1992
Partnervest Advisory Services
California
$433K +$408K +2,492 New
OGC
1993
Oak Grove Capital
New Hampshire
$431K +$407K +2,485 New
PL
1994
Plancorp LLC
Missouri
$430K +$8.84K +54 +2%
GC
1995
Gilbert & Cook
Iowa
$427K -$10.8K -66 -3%
HFP
1996
Holistic Financial Partners
Indiana
$427K +$1.97K +12 +0.5%
DCM
1997
Dimension Capital Management
Florida
$424K +$400K +2,443 New
ME
1998
McIlrath & Eck
Washington
$423K
SIA
1999
Starfire Investment Advisers
Michigan
$423K
TA
2000
TMD & Associates
Arizona
$422K

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.