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
HIM
2226
Hillsdale Investment Management
Ontario, Canada
$219K +$11.5K +70 +6%
RCWMU
2227
Rothschild & Co Wealth Management (UK)
United Kingdom
$219K +$169K +1,030 +448%
CA
2228
Continuum Advisory
Idaho
$219K +$206K +1,259 New
MBT
2229
Monroe Bank & Trust
Michigan
$219K +$206K +1,260 New
LWANC
2230
Laurel Wealth Advisors (North Carolina)
North Carolina
$218K -$982 -6 -0.5%
MCM
2231
Marathon Capital Management
Maryland
$217K +$205K +1,255 New
APG
2232
Abacus Planning Group
South Carolina
$216K +$204K +1,246 New
KIM
2233
Karpus Investment Management
New York
$216K +$204K +1,246 New
STA
2234
Summit Trail Advisors
New York
$215K -$73.5K -449 -27%
NEPWA
2235
New England Private Wealth Advisors
Massachusetts
$214K +$201K +1,230 New
WAM
2236
Weiss Asset Management
Massachusetts
$213K -$22.9K -140 -10%
RTS
2237
Round Table Services
New Jersey
$213K +$201K +1,225 New
AIA
2238
AIMZ Investment Advisors
California
$213K +$201K +1,229 New
KFA
2239
Kelleher Financial Advisors
New York
$213K +$201K +1,229 New
BWCS
2240
Beirne Wealth Consulting Services
Connecticut
$212K -$207K -1,263 -51%
VCWA
2241
Vanguard Capital Wealth Advisors
Colorado
$211K +$200K +1,219 New
RBCM
2242
Raub Brock Capital Management
California
$210K +$198K +1,211 New
MMPW
2243
Mitchell McLeod Pugh & Williams
Alabama
$209K -$61.2K -374 -24%
JPG
2244
Jordan Park Group
California
$209K +$197K +1,205 New
HCM
2245
Hall Capital Management
Rhode Island
$209K +$197K +1,206 New
ACM
2246
Adalta Capital Management
New York
$208K +$196K +1,200 New
CP
2247
Camelot Portfolios
Ohio
$208K +$196K +1,200 New
MLFP
2248
MPS Loria Financial Planners
Illinois
$208K +$196K +1,200 New
SAM
2249
Seelaus Asset Management
New Jersey
$208K +$196K +1,200 New
MAM
2250
Morse Asset Management
Connecticut
$207K +$195K +1,190 New

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.