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
TW
2026
Transform Wealth
Colorado
$384K +$40.9K +250 +13%
RWM
2027
RKL Wealth Management
Pennsylvania
$383K +$14.2K +87 +4%
LF
2028
Lee Financial
Texas
$381K
BFC
2029
Bedel Financial Consulting
Indiana
$380K +$164 +1 +0%
HIS
2030
Horizon Investment Services
Indiana
$379K +$3.44K +21 +1%
MIG
2031
McGuire Investment Group
Rhode Island
$377K
HPC
2032
Hobart Private Capital
North Carolina
$376K +$30K +183 +9%
AWM
2033
Aevitas Wealth Management
Massachusetts
$376K -$158K -967 -31%
BWM
2034
Baystate Wealth Management
Massachusetts
$376K -$38K -232 -10%
SFG
2035
StrategIQ Financial Group
Indiana
$375K
GWM
2036
Greenwich Wealth Management
Connecticut
$374K -$8.19K -50 -2%
FA
2037
Fortis Advisors
Pennsylvania
$374K
SMH
2038
Sanders Morris Harris
Texas
$374K
CA
2039
Cumberland Advisors
Florida
$374K +$13.9K +85 +4%
HIM
2040
Harbour Investment Management
Washington
$371K -$164 -1 -0%
KA
2041
KLCM Advisors
Wisconsin
$370K -$31.8K -194 -8%
OCM
2042
One Capital Management
California
$370K +$491 +3 +0.1%
MFG
2043
Monte Financial Group
Connecticut
$370K +$15.7K +96 +5%
SIA
2044
Strategic Investment Advisors
Michigan
$369K +$44.4K +271 +15%
CFA
2045
Capstone Financial Advisors
Illinois
$367K +$9.01K +55 +3%
CGA
2046
Crescent Grove Advisors
Illinois
$367K +$19.3K +118 +6%
LA
2047
LexAurum Advisors
Kansas
$363K -$42.4K -259 -11%
SCA
2048
STALEY CAPITAL ADVISERS
Pennsylvania
$363K
AIS
2049
American Investment Services
Massachusetts
$362K +$164 +1 +0%
VCM
2050
Versant Capital Management
Arizona
$357K -$150K -916 -31%

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.