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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
TA
2301
TCG Advisors
Texas
$94K +$2.13K +13 +2%
CAGAS
2302
Capital Advisory Group Advisory Services
Minnesota
$88K +$8.19K +50 +11%
GSC
2303
G&S Capital
Colorado
$83K
SMG
2304
Spectrum Management Group
Indiana
$80K -$4.26K -26 -5%
CIM
2305
Contravisory Investment Management
Massachusetts
$78K +$9.17K +56 +14%
RWG
2306
Regal Wealth Group
California
$75K
FA
2307
Financial Advantage
Maryland
$69K -$19.6K -120 -23%
EWM
2308
Elmwood Wealth Management
California
$69K
WCG
2309
Weaver Consulting Group
California
$68K
EWM
2310
Edge Wealth Management
New York
$67K
FPB
2311
First PREMIER Bank
South Dakota
$61K
IF
2312
Ironwood Financial
Arizona
$58K
RBC
2313
Roble Belko & Company
Pennsylvania
$58K
SIS
2314
Sound Income Strategies
Florida
$57K +$31.8K +194 +142%
MWC
2315
MKD Wealth Coaches
Michigan
$56K +$212K +1,293 +407%
BHWM
2316
Bay Harbor Wealth Management
Maryland
$52K -$5.4K -33 -10%
CWM
2317
Cedar Wealth Management
California
$52K
JWA
2318
JFS Wealth Advisors
Pennsylvania
$52K
TM
2319
Titan Managers
Arizona
$52K +$49.1K +300 New
IFA
2320
Interactive Financial Advisors
Illinois
$51K
TAIM
2321
TD Ameritrade Investment Management
Nebraska
$48K -$93K -568 -67%
MGI
2322
MayTech Global Investments
New York
$48K
AP
2323
Atwood & Palmer
Missouri
$47K -$9.82K -60 -18%
PO
2324
Private Ocean
California
$46K +$7.37K +45 +20%
RIM
2325
Ranger Investment Management
Texas
$43K +$40.4K +247 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.