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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
FCH
2626
Freestone Capital Holdings
Washington
$7.92K +$2.36M +12,553 +34%
LFG
2627
LifePlan Financial Group
Ohio
$7K
CMBA
2628
C.M. Bidwell & Associates
Hawaii
$6K -$4.9K -26 -39%
CWM
2629
Cranbrook Wealth Management
Michigan
$6K
SA
2630
SRH Advisors
Kansas
$5K
HF
2631
Halpern Financial
Virginia
$4.83K
UFF
2632
USA Financial Formulas
Michigan
$4K +$188 +1 +4%
CCT
2633
Capital City Trust
Florida
$3.58K +$309K +1,638 +8%
OAM
2634
Optimal Asset Management
California
$2.03K +$37.7K +200 +2%
PG
2635
Proffitt & Goodson
Tennessee
$2K -$1.7K -9 -45%
BCMIO
2636
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$2.07K +11 New
WA
2637
WBH Advisory
Maryland
$1.47K -$51.2K -272 -3%
NL
2638
NWAM LLC
Washington
$1.28K -$163K -863 -10%
TI
2639
tru Independence
Oregon
$374
WIM
2640
Westside Investment Management
California
$88 +$104K +552 New
MMH
2641
Menora Mivtachim Holdings
Israel
-$131M -697,427 Closed
Point72 Asset Management
2642
Point72 Asset Management
Connecticut
-$106M -562,411 Closed
ACP
2643
Atalan Capital Partners
New York
-$68.1M -362,500 Closed
Capital Fund Management (CFM)
2644
Capital Fund Management (CFM)
France
-$58M -307,684 Closed
MWA
2645
Marshall Wace Asia
Hong Kong
-$57.7M -307,297 Closed
Coatue Management
2646
Coatue Management
New York
-$35.9M -191,172 Closed
CHP
2647
Castle Hook Partners
New York
-$34M -180,987 Closed
PCM
2648
Prana Capital Management
Connecticut
-$30.6M -162,702 Closed
CLCM
2649
Center Lake Capital Management
Florida
-$29.2M -155,250 Closed
PPC
2650
Park Presidio Capital
California
-$25.4M -135,000 Closed

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.