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
KTC
2601
Kistler-Tiffany Companies
Pennsylvania
$28K
AA
2602
AlphaMark Advisors
Kentucky
$28K +$11.9K +63 +58%
BAMG
2603
Brand Asset Management Group
Missouri
$27K
SJIM
2604
St. Johns Investment Management
Florida
$26K -$3.77K -20 -11%
RCWMU
2605
Rothschild & Co Wealth Management (UK)
United Kingdom
$25K -$13.6K -72 -31%
CIAS
2606
CBIZ Investment Advisory Services
Ohio
$25K
SC
2607
Steph & Co
Wisconsin
$22K -$2.07K -11 -7%
BEI
2608
Benjamin Edwards Inc
Missouri
$21K +$7.54K +40 +43%
BBA
2609
Braun-Bostich & Associates
Pennsylvania
$20K
TA
2610
Thor Advisors
New York
$20K +$23.5K +125 New
CFFP
2611
Center for Financial Planning
Michigan
$19K +$17.3K +92 +383%
CIR
2612
Clear Investment Research
Georgia
$18K
PCA
2613
Providence Capital Advisors
North Carolina
$17K +$7.35K +39 +60%
CAGAS
2614
Capital Advisory Group Advisory Services
Minnesota
$17K +$19.8K +105 New
PW
2615
Price Wealth
Texas
$16K +$1.32K +7 +8%
MA
2616
MCF Advisors
Kentucky
$15K
RIM
2617
Ranger Investment Management
Texas
$14K -$29.8K -158 -64%
SSWG
2618
Seven Springs Wealth Group
Tennessee
$14K
CMA
2619
Cedar Mountain Advisors
Oregon
$13K
MLL
2620
Moody Lynn & Lieberson
Massachusetts
$12.9K -$2.12M -11,258 -12%
TJHA
2621
Thomas J. Herzfeld Advisors
Florida
$12K
TI
2622
Truehand Inc
New Hampshire
$10K
SIAP
2623
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K +$377 +2 +1%
WCM
2624
Wealthcare Capital Management
Virginia
$8K -$14.5K -77 -60%
MFT
2625
Moisand Fitzgerald Tamayo
Florida
$8K +$377 +2 +4%

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.