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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
ODG
2751
O'Dell Group
Ohio
-$262K -1,395 Closed
FFG
2752
Fortem Financial Group
California
-$257K -1,369 Closed
HA
2753
Hamel Associates
New Jersey
-$251K -1,336 Closed
WAM
2754
Weiss Asset Management
Massachusetts
-$251K -1,334 Closed
SCG
2755
Sonata Capital Group
Washington
-$247K -1,315 Closed
PCIG
2756
Partners Capital Investment Group
Massachusetts
-$243K -1,291 Closed
AWS
2757
Arkfeld Wealth Strategies
Nebraska
-$219K -1,275 Closed
BWM
2758
BCS Wealth Management
Tennessee
-$237K -1,259 Closed
RI
2759
Ridgewood Investments
New Jersey
-$232K -1,236 Closed
AIA
2760
AIMZ Investment Advisors
California
-$231K -1,229 Closed
CFA
2761
Capstone Financial Advisors
Illinois
-$228K -1,214 Closed
MAM
2762
Morse Asset Management
Connecticut
-$227K -1,208 Closed
ACM
2763
Adalta Capital Management
New York
-$225K -1,200 Closed
CMP
2764
Courage Miller Partners
Virginia
-$225K -1,200 Closed
SRC
2765
Shufro Rose & Co
New York
-$225K -1,200 Closed
SWM
2766
Stockman Wealth Management
Montana
-$224K -1,190 Closed
THWM
2767
Taylor Hoffman Wealth Management
Virginia
-$223K -1,189 Closed
ACM
2768
Academy Capital Management
Texas
-$221K -1,180 Closed
NWS
2769
Newport Wealth Strategies
California
-$223K -1,180 Closed
CIG
2770
Cairn Investment Group
Washington
-$218K -1,165 Closed
VCP
2771
Vista Capital Partners
Oregon
-$218K -1,161 Closed
PFA
2772
Pathway Financial Advisors
Vermont
-$239K -1,154 Closed
FA
2773
FCG Advisors
New Jersey
-$216K -1,150 Closed
RTS
2774
Round Table Services
New Jersey
-$215K -1,144 Closed
SC
2775
Slow Capital
California
-$215K -1,143 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.