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Visa
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2,666 hedge funds and large institutions have $304B invested in Visa in 2019 Q4 according to their latest regulatory filings, with 351 funds opening new positions, 997 increasing their positions, 1,025 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

339% more first-time investments, than exits

New positions opened: 351 | Existing positions closed: 80

10% more funds holding

Funds holding: 2,430 → 2,666 (+236)

9% more capital invested

Capital invested by funds: $278B → $304B (+$25.2B)

3% more funds holding in top 10

Funds holding in top 10: 553 → 570 (+17)

0.92% more ownership

Funds ownership: 93.75% → 94.67% (+0.92%)

3% less repeat investments, than reductions

Existing positions increased: 997 | Existing positions reduced: 1,025

22% less call options, than puts

Call options by funds: $3.52B | Put options by funds: $4.54B

Holders
2,666
Holders Change
+236
Holders Change %
+9.71%
% of All Funds
52.52%
Holding in Top 10
570
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+3.07%
% of All Funds
11.23%
New
351
Increased
997
Reduced
1,025
Closed
80
Calls
$3.52B
Puts
$4.54B
Net Calls
-$1.02B
Net Calls Change
-$506M

Top Buyers

Rank Fund Capital Flow
1
JFA
Johanson Financial Advisors
California
+$929M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$656M
3
Goldman Sachs
Goldman Sachs
New York
+$508M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$253M
5
Truist Financial
Truist Financial
North Carolina
+$219M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$591M
2
Swedbank
Swedbank
Sweden
-$441M
3
Coatue Management
Coatue Management
New York
-$372M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$276M
5
JP Morgan Chase
JP Morgan Chase
New York
-$249M
Name Holding Trade Value Shares
Change 		Change in
Stake
ClearBridge Investments
26
ClearBridge Investments
New York
$2.36B +$32.2M +178,533 +1%
Ameriprise
27
Ameriprise
Minnesota
$2.27B -$27.1M -150,658 -1%
Wells Fargo
28
Wells Fargo
California
$2.21B -$120M -664,364 -5%
American Century Companies
29
American Century Companies
Missouri
$2.1B -$155M -859,278 -7%
UBS AM
30
UBS AM
Illinois
$2.04B -$23.8M -132,265 -1%
Legal & General Group
31
Legal & General Group
United Kingdom
$1.99B +$23.8M +131,851 +1%
Berkshire Hathaway
32
Berkshire Hathaway
Nebraska
$1.98B – – –
UBS Group
33
UBS Group
Switzerland
$1.97B +$111M +618,711 +6%
Polen Capital Management
34
Polen Capital Management
Florida
$1.91B +$50M +277,305 +3%
Deutsche Bank
35
Deutsche Bank
Germany
$1.83B +$186M +1,034,287 +12%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.66B +$53.8M +298,480 +3%
Franklin Resources
37
Franklin Resources
California
$1.47B -$13.2M -73,286 -0.9%
Invesco
38
Invesco
Georgia
$1.45B +$46.3M +256,912 +3%
Charles Schwab
39
Charles Schwab
California
$1.44B +$11.7M +64,937 +0.9%
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$1.44B -$160M -890,680 -10%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$1.36B +$10.6M +58,752 +0.8%
JP Morgan Chase
42
JP Morgan Chase
New York
$1.36B -$249M -1,382,143 -16%
Brown Advisory
43
Brown Advisory
Maryland
$1.31B -$9.95M -55,228 -0.8%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$1.29B +$253M +1,403,677 +26%
PPA
45
Parametric Portfolio Associates
Washington
$1.23B +$25.3M +140,573 +2%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$1.22B +$37.8M +209,670 +3%
Fundsmith LLP
47
Fundsmith LLP
United Kingdom
$1.21B -$5.43M -30,116 -0.5%
CS
48
Credit Suisse
Switzerland
$1.18B +$152M +841,063 +15%
Swiss National Bank
49
Swiss National Bank
Switzerland
$1.15B -$51.4M -285,100 -4%
Allianz Asset Management
50
Allianz Asset Management
Germany
$1.13B -$40.6M -225,218 -4%
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V Hedge Fund Activity: Q4 2019 in Review

2,666 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q4 2019, worth a combined $304B — up 9.1% from $278B a quarter earlier.

Buyers outnumbered sellers: 351 funds opened new V positions and 80 closed out — a net gain of 271 holders — while 997 added to existing stakes and 1,025 trimmed.

The largest buyer was Johanson Financial Advisors, adding an estimated $929M. The largest seller was Fidelity Investments, cutting an estimated $591M.

  • 2,666 institutional investors held Visa (V) as of Q4 2019, up from 2,430 in Q3 2019.
  • Funds reported $304B of Visa stock for Q4 2019, up 9.1% quarter-over-quarter.
  • 351 funds opened new Visa positions in Q4 2019 and 80 closed out, a net change of +271 holders.
  • The largest Visa buyer in Q4 2019 was Johanson Financial Advisors, an estimated $929M added.
  • The largest Visa seller in Q4 2019 was Fidelity Investments, an estimated $591M sold.

Based on aggregated 13F filings for Q4 2019.