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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
WBG
2501
Wharton Business Group
Pennsylvania
$201K
TWM
2502
Titus Wealth Management
California
$201K +$13.2K +70 +6%
AFAS
2503
Acorn Financial Advisory Services
Virginia
$200K
WQ
2504
Wealth Quarterback
New Jersey
$199K -$2.61M -13,862 -92%
FNBOSM
2505
First National Bank of South Miami
Florida
$189K -$3.96K -21 -2%
AW
2506
Avion Wealth
Texas
$188K -$61.6K -327 -22%
TFO
2507
Tarbox Family Office
California
$183K +$6.22K +33 +3%
GWMIA
2508
Global Wealth Management Investment Advisory
Florida
$183K +$26.4K +140 +14%
RP
2509
Rowlandmiller & Partners
Georgia
$181K -$11.3K -60 -5%
PP
2510
PrairieView Partners
Minnesota
$177K +$207K +1,100 New
LWM
2511
Liberty Wealth Management
California
$170K -$4.71K -25 -2%
AI
2512
ArchPoint Investors
Florida
$161K
BCP
2513
Blue Chip Partners
Michigan
$160K -$15.6K -83 -8%
CS
2514
Capital Square
Tennessee
$155K -$20.7K -110 -10%
CWAF
2515
Core Wealth Advisors (Florida)
Florida
$149K +$174K +925 New
NCM
2516
Next Capital Management
New York
$148K +$172K +915 New
LFG
2517
Larson Financial Group
Missouri
$147K +$10.4K +55 +6%
EIP
2518
Ellis Investment Partners
Pennsylvania
$146K -$14.5K -77 -7%
AIM
2519
Artemis Investment Management
United Kingdom
$146K +$64.8M +344,055 +61%
KFS
2520
Kelly Financial Services
Massachusetts
$146K +$188 +1 +0.1%
ICM
2521
Islay Capital Management
Texas
$145K -$40.3K -214 -19%
WB
2522
West Bancorporation
Iowa
$143K
FWM
2523
Focused Wealth Management
New York
$141K +$24.7K +131 +18%
EARNEST Partners
2524
EARNEST Partners
Georgia
$133K
CYG
2525
Clean Yield Group
Vermont
$129K

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.