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
CAM
2001
Claret Asset Management
Quebec, Canada
$421K +$36.5K +223 +10%
BFPW
2002
BOK Financial Private Wealth
Colorado
$421K +$81.9K +500 +26%
SP
2003
Symmetry Partners
Connecticut
$417K -$1.21M -7,369 -75%
PL
2004
Perpetual Ltd
Australia
$416K
CC
2005
Claybrook Capital
Massachusetts
$415K
AIP
2006
Ahrens Investment Partners
Louisiana
$414K -$13.9K -85 -3%
PV
2007
Private Vista
Illinois
$414K +$19K +116 +5%
TVAMP
2008
Tennessee Valley Asset Management Partners
Tennessee
$410K -$2.95K -18 -0.8%
CSM
2009
CAMG Solamere Management
North Carolina
$408K
GC
2010
Garde Capital
Washington
$407K -$70.7K -432 -16%
CB
2011
CNB Bank
Pennsylvania
$407K +$159K +971 +71%
SMFS
2012
Squar Milner Financial Services
California
$403K +$80.4K +491 +27%
1IA
2013
1834 Investment Advisors
Wisconsin
$402K +$23.4K +143 +7%
MLIC
2014
Mandatum Life Insurance Company
Finland
$399K
BWM
2015
Biltmore Wealth Management
Arizona
$399K +$376K +2,299 New
IG
2016
ING Group
Netherlands
$397K -$9.75M -59,542 -96%
LBA
2017
Letko, Brosseau & Associates
Quebec, Canada
$396K -$293K -1,788 -44%
AMCA
2018
Arthur M. Cohen & Associates
Illinois
$396K +$20.5K +125 +6%
SFWA
2019
Summit Financial Wealth Advisors
Louisiana
$395K
NCM
2020
Next Capital Management
New York
$394K +$157K +960 +73%
BCM
2021
Breiter Capital Management
Florida
$392K +$8.68K +53 +2%
MCIA
2022
Mountain Capital Investment Advisors
Colorado
$392K +$67.6K +413 +23%
NG
2023
Northstar Group
New York
$391K +$6.71K +41 +2%
RFO
2024
RiverGlades Family Offices
Florida
$390K
CIA
2025
Choate Investment Advisors
Massachusetts
$389K -$20.3K -124 -5%

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.