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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
BCA
2051
Biltmore Capital Advisors
New Jersey
$357K +$5.57K +34 +2%
WC
2052
Weil Company
California
$357K +$16.4K +100 +5%
FC
2053
Fayerweather Charles
$356K -$12.3K -75 -4%
CWA
2054
Clarus Wealth Advisors
Arizona
$356K -$7.37K -45 -2%
IWA
2055
Inspirion Wealth Advisors
Illinois
$354K +$2.29K +14 +0.7%
BFIM
2056
Beese Fulmer Investment Management
Ohio
$353K +$16.4K +100 +5%
BHBT
2057
Burke & Herbert Bank & Trust
Virginia
$352K
RAM
2058
Roanoke Asset Management
New Jersey
$352K
TFO
2059
Tarbox Family Office
California
$351K +$22.9K +140 +7%
GAM
2060
Gould Asset Management
California
$348K +$328K +2,006 New
FBC
2061
Fairfield, Bush & Co
Connecticut
$347K
PP
2062
Palladium Partners
Virginia
$347K +$16.4K +100 +5%
FC
2063
Fulcrum Capital
Washington
$347K +$63.2K +386 +24%
ATC
2064
Adirondack Trust Company
New York
$345K +$1.64K +10 +0.5%
RIA
2065
RPG Investment Advisory
California
$344K
TA
2066
Trellis Advisors
Washington
$343K +$1.97K +12 +0.6%
OWA
2067
One Wealth Advisors
California
$342K
CF
2068
Corrigan Financial
Rhode Island
$341K
SIM
2069
Stratos Investment Management
Ohio
$341K +$322K +1,966 New
CAM
2070
Crestone Asset Management
Colorado
$340K +$40K +244 +14%
FPCG
2071
Fort Pitt Capital Group
Pennsylvania
$339K -$27.8K -170 -8%
ESBC
2072
E.S. Barr & Co
Kentucky
$339K
TAM
2073
Tradition Asset Management
Virginia
$335K +$317K +1,935 New
AEPG
2074
American Economic Planning Group
New Jersey
$333K -$61.6K -376 -16%
TF
2075
Tompkins Financial
New York
$332K -$7.37K -45 -2%

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.