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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
DOA
2526
D'Orazio & Associates
Virginia
$129K
CFN
2527
Cordasco Financial Network
Florida
$124K
MTCM
2528
Mint Tower Capital Management
Netherlands
$123K +$33.9K +180 +31%
LWA
2529
Lowe Wealth Advisors
Maryland
$123K +$113K +600 +373%
NICM
2530
Neo Ivy Capital Management
New York
$121K +$141K +750 New
TFGT
2531
TS Financial Group (TSFG)
Illinois
$120K +$38.8K +206 +38%
VCS
2532
Vaughan & Co Securities
New Jersey
$120K
WCG
2533
Weaver Consulting Group
California
$119K +$55.2K +293 +66%
AWM
2534
AllSquare Wealth Management
New York
$112K
TF
2535
TimeScale Financial
Massachusetts
$111K -$28.8K -153 -18%
APC
2536
Aspire Private Capital
North Carolina
$107K -$5.09K -27 -4%
FA
2537
Forefront Analytics
Pennsylvania
$107K +$125K +661 New
ETI
2538
Enterprise Trust & Investment
California
$99K
GSC
2539
G&S Capital
Colorado
$98K -$718K -3,813 -86%
HGWM
2540
Harvest Group Wealth Management
Massachusetts
$98K
JGIA
2541
Jackson Grant Investment Advisers
Connecticut
$97K -$155K -825 -58%
CIA
2542
Cascade Investment Advisors
Oregon
$96.7K -$18.8K -100 -14%
CAL
2543
Capital Advisors Ltd
Ohio
$94K -$228K -1,212 -67%
EWM
2544
Edge Wealth Management
New York
$94K +$33.5K +178 +46%
NC
2545
NewSquare Capital
Pennsylvania
$93K -$55.2K -293 -34%
MWP
2546
Meridian Wealth Partners
Pennsylvania
$92K +$28.1K +149 +35%
JPLA
2547
Joseph P. Lucia & Associates
New York
$90K +$10.5K +56 +11%
HWM
2548
HighMark Wealth Management
Minnesota
$83K -$6.97K -37 -7%
CP
2549
Corbenic Partners
Pennsylvania
$81K
VNA
2550
Valley National Advisers
Pennsylvania
$81K +$8.29K +44 +10%

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.