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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
VEA
2551
Virtus ETF Advisers
New York
$80K +$38.2K +203 +69%
HI
2552
Human Investing
Oregon
$76K -$81.9K -435 -48%
CFD
2553
Creative Financial Designs
Indiana
$76K +$34.3K +182 +63%
AP
2554
Atwood & Palmer
Missouri
$75K +$37.7K +200 +75%
TC
2555
Truvestments Capital
Florida
$73K -$165K -877 -66%
CC
2556
Cognios Capital
Kansas
$73K +$85.3K +453 New
FP
2557
Financial Perspectives
Minnesota
$72.2K
RWG
2558
Regal Wealth Group
California
$70K
FPB
2559
First PREMIER Bank
South Dakota
$66K +$1.13K +6 +1%
MWM
2560
MBE Wealth Management
Wisconsin
$66K +$78.2K +415 New
FA
2561
Financial Advantage
Maryland
$64K
FFW
2562
Fusion Family Wealth
New York
$64K
HB
2563
Horizon Bancorp
Indiana
$64K
SIS
2564
Sound Income Strategies
Florida
$63K -$30.5K -162 -29%
BCM
2565
Brooktree Capital Management
Michigan
$63K
PCM
2566
Pinz Capital Management
New York
$62K -$40.7K -216 -36%
GG
2567
Gleason Group
Kentucky
$60K +$3.77K +20 +6%
JWA
2568
JFS Wealth Advisors
Pennsylvania
$60K +$50.7K +269 +261%
JWBC
2569
John W. Brooker & Co
California
$58K -$2.83K -15 -4%
JWM
2570
Janiczek Wealth Management
Colorado
$58K
AC
2571
AlphaCore Capital
California
$58K +$67.4K +358 New
SL
2572
Savior LLC
Massachusetts
$54K -$49.9K -265 -44%
IF
2573
Ironwood Financial
Arizona
$54K
RBC
2574
Roble Belko & Company
Pennsylvania
$50K -$3.96K -21 -6%
EPFB
2575
Employees Provident Fund Board
Malaysia
$48.5K +$56.7K +301 New

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.