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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
DE
2126
Day & Ennis
Georgia
$290K
AIC
2127
Ameritas Investment Company
Nebraska
$289K -$658K -4,020 -71%
OFW
2128
Omnia Family Wealth
Florida
$289K
WA
2129
Wealth Architects
California
$289K +$12.9K +79 +5%
EHC
2130
Everett Harris & Co
California
$288K +$43.2K +264 +19%
BIA
2131
Biondo Investment Advisors
Pennsylvania
$287K
CHA
2132
Carmichael Hill & Associates
Maryland
$286K -$5.08K -31 -2%
BO
2133
Bank OZK
Arkansas
$286K +$17.7K +108 +7%
NPT
2134
Nixon Peabody Trust
Massachusetts
$284K +$268K +1,636 New
OWP
2135
Obermeyer Wealth Partners
Colorado
$283K -$20.5K -125 -7%
TC
2136
Truvestments Capital
Florida
$283K +$115K +700 +75%
HIS
2137
Harvest Investment Services
Illinois
$283K +$267K +1,628 New
IGGA
2138
Iron Gate Global Advisors
Utah
$282K -$6.39K -39 -2%
PCFFS
2139
Pacific Center for Financial Services
California
$281K -$10.2K -62 -4%
FVWA
2140
Foster Victor Wealth Advisors
South Carolina
$281K +$164 +1 +0.1%
MVA
2141
Mount Vernon Associates
Maryland
$278K
AIA
2142
Alera Investment Advisors
Illinois
$278K +$14.1K +86 +6%
BCP
2143
Blackhawk Capital Partners
Wisconsin
$277K -$1.64K -10 -0.6%
PWSG
2144
Pacific Wealth Strategies Group
California
$276K -$59.6K -364 -19%
MCA
2145
Morris Capital Advisors
Pennsylvania
$276K
QAM
2146
QCI Asset Management
New York
$276K +$98.2K +600 +61%
FCA
2147
FLC Capital Advisors
California
$275K
ACA
2148
Aptus Capital Advisors
Alabama
$274K +$21K +128 +9%
AA
2149
Advisory Alpha
Michigan
$273K +$41.8K +255 +20%
FPC
2150
Falcon Point Capital
California
$271K

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.