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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
SWM
2251
Stockman Wealth Management
Montana
$207K +$195K +1,190 New
DDPIC
2252
Deroy & Devereaux Private Investment Counsel
Michigan
$207K +$195K +1,191 New
THWM
2253
Taylor Hoffman Wealth Management
Virginia
$206K
PFA
2254
Pathway Financial Advisors
Vermont
$206K +$194K +1,187 New
ANTB
2255
AMG National Trust Bank
Colorado
$205K +$194K +1,183 New
TIS
2256
Tortoise Index Solutions
Kansas
$204K +$59.8K +365 +45%
TFF
2257
The Family Firm
Maryland
$203K +$191K +1,168 New
PFC
2258
Phocas Financial Corp
California
$203K +$192K +1,172 New
FCB
2259
First Command Bank
Texas
$196K +$16.4K +100 +10%
FCFS
2260
First Command Financial Services
Texas
$196K +$16.4K +100 +10%
RP
2261
Rowlandmiller & Partners
Georgia
$195K +$186K +1,133 New
MAM
2262
Marquette Asset Management
Minnesota
$190K
GT
2263
Glenmede Trust
Pennsylvania
$186K -$6.27M -38,269 -3%
GWMIA
2264
Global Wealth Management Investment Advisory
Florida
$184K -$109K -667 -39%
CI
2265
Cavalier Investments
Georgia
$183K
BBA
2266
Braun-Bostich & Associates
Pennsylvania
$177K -$80.2K -490 -32%
AI
2267
ArchPoint Investors
Florida
$174K
MUS
2268
Mitsubishi UFJ Securities
Japan
$170K +$60.6K +370 +61%
FGAM
2269
Financial Gravity Asset Management
Texas
$169K +$93K +568 +140%
EIP
2270
Ellis Investment Partners
Pennsylvania
$168K +$158K +968 New
LWM
2271
Lenox Wealth Management
Ohio
$166K -$12K -73 -7%
FFW
2272
Fusion Family Wealth
New York
$166K +$90.9K +555 +139%
FCMT
2273
Founders Capital Management (Texas)
Texas
$165K -$8.19K -50 -5%
CC
2274
Centiva Capital
New York
$164K -$4.01M -24,498 -96%
HDIM
2275
Hanson & Doremus Investment Management
Vermont
$161K +$11K +67 +8%

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.