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
KTC
2351
Kistler-Tiffany Companies
Pennsylvania
$17K
AOWM
2352
Alpha Omega Wealth Management
Virginia
$16K
MA
2353
MCF Advisors
Kentucky
$16K
SIAP
2354
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K +$327 +2 +1%
SL
2355
Salomon & Ludwin
Virginia
$14K -$8.51K -52 -40%
TJHA
2356
Thomas J. Herzfeld Advisors
Florida
$14K
CFN
2357
Cordasco Financial Network
Florida
$14K +$13.6K +83 New
IWA
2358
Intercontinental Wealth Advisors
Texas
$13K
TI
2359
Truehand Inc
New Hampshire
$13K
HS
2360
Horan Securities
United States
$13K +$1.15K +7 +10%
ETI
2361
Enterprise Trust & Investment
California
$12K +$11.5K +70 New
FMP
2362
Financial Management Professionals
Texas
$10K
SFPIA
2363
Stevens First Principles Investment Advisors
California
$10K +$6.55K +40 +267%
PCA
2364
Providence Capital Advisors
North Carolina
$9K -$4.91K -30 -37%
MFT
2365
Moisand Fitzgerald Tamayo
Florida
$9K
LFASL
2366
Lugano Financial Advisors SA (LFA)
Switzerland
$9K +$8.68K +53 New
AWM
2367
Arbor Wealth Management
Florida
$8K
SHJ
2368
Sharkey, Howes & Javer
Colorado
$8K
UB
2369
UMB Bank
Missouri
$7.49K -$575K -3,512 -8%
LFG
2370
LifePlan Financial Group
Ohio
$7K
PW
2371
Price Wealth
Texas
$7K +$6.55K +40 New
BRWM
2372
B. Riley Wealth Management
Tennessee
$5.31K -$31.1K -190 -0.6%
SA
2373
SRH Advisors
Kansas
$5K
FCH
2374
Freestone Capital Holdings
Washington
$4.29K +$258K +1,573 +7%
LGWM
2375
Litman Gregory Wealth Management
California
$4K -$8.19K -50 -67%

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.