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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
EWM
2576
Elmwood Wealth Management
California
$47.8K +$75.4K +400 New
LTI
2577
Laffer Tengler Investments
Tennessee
$47.7K +$24.9K +132 +80%
IFA
2578
Interactive Financial Advisors
Illinois
$47K
AWM
2579
Avondale Wealth Management
Texas
$47K +$28.3K +150 +104%
BHWM
2580
Bay Harbor Wealth Management
Maryland
$46K +$5.65K +30 +12%
LSA
2581
Lion Street Advisors
Texas
$46K +$53.5K +284 New
IRC
2582
Investors Research Corp
Georgia
$45K
MGI
2583
MayTech Global Investments
New York
$44K
SWM
2584
Selective Wealth Management
Virginia
$44K
FGAM
2585
Financial Gravity Asset Management
Texas
$40.6K -$39.2K -208 -30%
AIS
2586
Accurate Investment Solutions
Pennsylvania
$39K +$24.5K +130 +117%
H
2587
Hexavest
Quebec, Canada
$37K -$188 -1 -0.4%
FWM
2588
FSA Wealth Management
Massachusetts
$37K
LAS
2589
Lloyd Advisory Services
Georgia
$37K +$377 +2 +0.9%
ST
2590
Sageworth Trust
Pennsylvania
$35K
ARMC
2591
American Research & Management Company
Massachusetts
$34K
HCM
2592
Highlander Capital Management
New Jersey
$32K -$75.4K -400 -67%
FCM
2593
Firestone Capital Management
Florida
$32K -$17K -90 -31%
IWP
2594
IAG Wealth Partners
Wisconsin
$32K
MCM
2595
McMillion Capital Management
North Carolina
$32K
TCM
2596
TD Capital Management
Tennessee
$32K
CFO
2597
CVA Family Office
Colorado
$32K +$37.7K +200 New
NSB
2598
Norway Savings Bank
Maine
$30K -$6.59K -35 -16%
RFWA
2599
RPg Family Wealth Advisory
Massachusetts
$29.5K
SCA
2600
Stuart Chaussee & Associates
California
$29K +$10.2K +54 +44%

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.