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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
Wells Fargo
26
Wells Fargo
California
$1.94B +$53.3M +282,877 +2%
Ameriprise
27
Ameriprise
Minnesota
$1.91B -$35M -185,997 -2%
MAM
28
Magellan Asset Management
Australia
$1.84B -$581M -3,082,737 -21%
American Century Companies
29
American Century Companies
Missouri
$1.82B +$20.7M +109,730 +1%
UBS AM
30
UBS AM
Illinois
$1.82B +$78.4M +415,969 +4%
Legal & General Group
31
Legal & General Group
United Kingdom
$1.76B +$60.3M +320,352 +3%
Berkshire Hathaway
32
Berkshire Hathaway
Nebraska
$1.7B
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.53B +$125M +664,296 +8%
UBS Group
34
UBS Group
Switzerland
$1.48B -$237M -1,257,125 -12%
Invesco
35
Invesco
Georgia
$1.46B +$252M +1,335,945 +17%
Deutsche Bank
36
Deutsche Bank
Germany
$1.45B -$143M -759,812 -8%
Franklin Resources
37
Franklin Resources
California
$1.37B +$133M +707,714 +9%
Polen Capital Management
38
Polen Capital Management
Florida
$1.31B -$380M -2,014,692 -20%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$1.25B +$102M +541,955 +7%
Charles Schwab
40
Charles Schwab
California
$1.25B +$11.2M +59,493 +0.8%
Swiss National Bank
41
Swiss National Bank
Switzerland
$1.19B +$236M +1,250,400 +20%
TCI Fund Management
42
TCI Fund Management
United Kingdom
$1.19B +$1.16B +6,178,207 +522%
Janus Henderson Group
43
Janus Henderson Group
United Kingdom
$1.16B -$77.4M -410,637 -5%
CS
44
Credit Suisse
Switzerland
$1.11B +$113M +597,678 +9%
PPA
45
Parametric Portfolio Associates
Washington
$1.05B +$4.32M +22,943 +0.4%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$1B -$53.9M -286,221 -4%
Fundsmith LLP
47
Fundsmith LLP
United Kingdom
$983M -$59.7M -316,879 -5%
Ninety One (UK)
48
Ninety One (UK)
United Kingdom
$957M +$12M +63,704 +1%
CWG
49
C WorldWide Group
Denmark
$939M -$31.3M -166,196 -3%
JP Morgan Chase
50
JP Morgan Chase
New York
$923M -$283M -1,501,728 -21%

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.