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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
TI
2726
Truepoint Inc
Ohio
-$523K -2,785 Closed
XS
2727
XR Securities
Illinois
-$453K -2,413 Closed
SMH
2728
Sanders Morris Harris
Texas
-$337K -2,157 Closed
CI
2729
Cavalier Investments
Georgia
-$401K -2,133 Closed
RCM
2730
Requisite Capital Management
Texas
-$388K -2,064 Closed
AAMC
2731
Asset Allocation & Management Company
Illinois
-$384K -2,041 Closed
FBC
2732
Fairfield, Bush & Co
Connecticut
-$376K -2,000 Closed
EL
2733
Envoi LLC
Minnesota
-$374K -1,992 Closed
CF
2734
Corrigan Financial
Rhode Island
-$354K -1,883 Closed
CG
2735
Corundum Group
Colorado
-$354K -1,883 Closed
HC
2736
Hamilton Capital
Ohio
-$343K -1,826 Closed
HIS
2737
Harvest Investment Services
Illinois
-$309K -1,645 Closed
FSA
2738
Franklin Street Advisors
North Carolina
-$307K -1,634 Closed
NIM
2739
NXG Investment Management
Texas
-$303K -1,613 Closed
GCP
2740
GSA Capital Partners
United Kingdom
-$278K -1,477 Closed
CC
2741
Caxton Corporation
New Jersey
-$276K -1,470 Closed
NC
2742
Noked Capital
Israel
-$272K -1,450 Closed
NI
2743
Noked Israel
Israel
-$272K -1,450 Closed
SAM
2744
Sequent Asset Management
Texas
-$272K -1,448 Closed
VNB
2745
Virginia National Bank
Virginia
-$270K -1,436 Closed
BCM
2746
Beck Capital Management
Texas
-$267K -1,420 Closed
PFG
2747
PAX Financial Group
Texas
-$299K -1,414 Closed
AAM
2748
Autus Asset Management
Arizona
-$265K -1,413 Closed
QPWM
2749
Quadrant Private Wealth Management
Pennsylvania
-$264K -1,404 Closed
ST
2750
Sabal Trust
Florida
-$263K -1,399 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.