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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
CAL
2276
Capital Advisors Ltd
Ohio
$161K +$56.5K +345 +59%
HI
2277
Human Investing
Oregon
$158K
CYG
2278
Clean Yield Group
Vermont
$157K +$131K +799 +754%
DOA
2279
D'Orazio & Associates
Virginia
$147K
EARNEST Partners
2280
EARNEST Partners
Georgia
$143K
HI
2281
Hudock Inc
Pennsylvania
$143K +$32.3K +197 +31%
LFG
2282
Larson Financial Group
Missouri
$141K +$5.08K +31 +4%
KFS
2283
Kelly Financial Services
Massachusetts
$139K +$4.26K +26 +3%
WC
2284
Whitnell & Co
Illinois
$138K
AWM
2285
AllSquare Wealth Management
New York
$131K
LA
2286
Legacy Advisors
Pennsylvania
$130K -$55.2K -337 -31%
CFD
2287
Creative Financial Designs
Indiana
$129K +$6.55K +40 +6%
FWM
2288
Focused Wealth Management
New York
$129K +$35.9K +219 +42%
TF
2289
TimeScale Financial
Massachusetts
$126K +$119K +728 New
CIA
2290
Cascade Investment Advisors
Oregon
$121K -$16.4K -100 -13%
CCM
2291
Cribstone Capital Management
Maine
$113K -$3.27K -20 -3%
RFM
2292
Royal Fund Management
Florida
$113K +$78.9K +482 +282%
CFA
2293
Camarda Financial Advisors
Florida
$111K -$48.8K -298 -32%
APC
2294
Aspire Private Capital
North Carolina
$109K -$3.6K -22 -3%
HGWM
2295
Harvest Group Wealth Management
Massachusetts
$106K
SQA
2296
Simon Quick Advisors
New Jersey
$106K +$655 +4 +0.7%
HCM
2297
Highlander Capital Management
New Jersey
$104K +$65.5K +400 +200%
BL
2298
Balentine LLC
Georgia
$98K +$27.7K +169 +43%
EI
2299
Ellevest Inc
New York
$98K +$35.7K +218 +63%
TFGT
2300
TS Financial Group (TSFG)
Illinois
$95K

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.