We are live on ! Find out more

2,638 hedge funds and large institutions have $258B invested in Visa in 2020 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 1,126 increasing their positions, 1,135 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 570617 (+47)

6% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 163

0.32% less ownership

Funds ownership: 94.67%94.34% (-0.32%)

1% less repeat investments, than reductions

Existing positions increased: 1,126 | Existing positions reduced: 1,135

8% less call options, than puts

Call options by funds: $3.41B | Put options by funds: $3.72B

1% less funds holding

Funds holding: 2,6662,638 (-28)

15% less capital invested

Capital invested by funds: $304B → $258B (-$45.1B)

Holders
2,638
Holders Change
-28
Holders Change %
-1.05%
% of All Funds
58.12%
Holding in Top 10
617
Holding in Top 10 Change
+47
Holding in Top 10 Change %
+8.25%
% of All Funds
13.59%
New
172
Increased
1,126
Reduced
1,135
Closed
163
Calls
$3.41B
Puts
$3.72B
Net Calls
-$313M
Net Calls Change
+$709M
Name Holding Trade Value Shares
Change
Change in
Stake
KFA
2476
Kays Financial Advisory
Georgia
$213K -$7.35K -39 -3%
SC
2477
Solstein Capital
California
$212K -$385K -2,044 -61%
KA
2478
Klingman & Associates
New York
$212K +$5.84K +31 +2%
PIM
2479
Parker Investment Management
California
$211K -$2.64K -14 -1%
RBFC
2480
Roman Butler Fullerton & Co
Missouri
$211K +$247K +1,309 New
HIM
2481
Hillsdale Investment Management
Ontario, Canada
$210K -$25.4K -135 -9%
KFI
2482
Key Financial Inc
Pennsylvania
$210K
SEIA
2483
Signature Estate & Investment Advisors
California
$210K +$377 +2 +0.2%
SGCA
2484
Steel Grove Capital Advisors
Tennessee
$208K +$565 +3 +0.2%
MCA
2485
Mercer Capital Advisers
New Jersey
$207K
AWM
2486
Apollon Wealth Management
South Carolina
$207K +$14.9K +79 +7%
CMANY
2487
Capital Management Associates (New York)
New York
$207K +$242K +1,286 New
TCOT
2488
Trust Company of Toledo
Ohio
$206K +$6.59K +35 +3%
NCM
2489
Narwhal Capital Management
Georgia
$206K +$241K +1,281 New
MCM
2490
Marathon Capital Management
Maryland
$205K -$14.7K -78 -6%
OC
2491
Oarsman Capital
Wisconsin
$205K -$14.1K -75 -6%
DAM
2492
Doheny Asset Management
California
$205K
ANTB
2493
AMG National Trust Bank
Colorado
$205K +$240K +1,272 New
EW
2494
Element Wealth
Mississippi
$204K
LWM
2495
Lenox Wealth Management
Ohio
$204K +$28.1K +149 +13%
NCM
2496
Noesis Capital Mangement
Florida
$203K -$23.5K -125 -9%
PWM
2497
Paulson Wealth Management
Illinois
$203K -$34.3K -182 -13%
EMFAT
2498
Emerald Mutual Fund Advisers Trust
Pennsylvania
$203K
PGA
2499
Portland Global Advisors
Maine
$201K -$125K -662 -35%
LI
2500
LVZ Inc
Michigan
$201K

V Hedge Fund Activity: Q1 2020 in Review

2,638 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q1 2020, worth a combined $258B — down 15% from $304B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new V positions and 163 closed out — a net gain of 9 holders — while 1,126 added to existing stakes and 1,135 trimmed.

The largest buyer was TCI Fund Management, adding an estimated $1.16B. The largest seller was Capital World Investors, cutting an estimated $1.19B.

  • 2,638 institutional investors held Visa (V) as of Q1 2020, down from 2,666 in Q4 2019.
  • Funds reported $258B of Visa stock for Q1 2020, down 15% quarter-over-quarter.
  • 172 funds opened new Visa positions in Q1 2020 and 163 closed out, a net change of +9 holders.
  • The largest Visa buyer in Q1 2020 was TCI Fund Management, an estimated $1.16B added.
  • The largest Visa seller in Q1 2020 was Capital World Investors, an estimated $1.19B sold.

Based on aggregated 13F filings for Q1 2020.