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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
SF
501
Synovus Financial
Georgia
$24.1M +$6.58M +34,945 +30%
KGAMU
502
KPS Global Asset Management (UK)
United Kingdom
$24M +$9.42M +50,000 +50%
HFS
503
Hantz Financial Services
Michigan
$24M +$28.1M +148,975 New
CAPTRUST Financial Advisors
504
CAPTRUST Financial Advisors
North Carolina
$23.8M -$537K -2,851 -2%
DWM
505
Destination Wealth Management
California
$23.6M +$6.89M +36,566 +33%
CP
506
Cumberland Partners
Ontario, Canada
$23.5M -$1.16M -6,137 -4%
LRPA
507
L. Roy Papp & Associates
Arizona
$23.5M -$475K -2,522 -2%
CGH
508
Crossmark Global Holdings
Texas
$23.1M +$839K +4,453 +3%
JWBC
509
J.W. Burns & Co
New York
$22.8M -$278K -1,478 -1%
ONB
510
Old National Bancorp
Indiana
$22.7M -$2.74M -14,520 -9%
KIA
511
KCM Investment Advisors
California
$22.6M +$202K +1,074 +0.8%
RCW
512
Rheos Capital Works
Japan
$22.4M -$93.9M -498,500 -78%
CTA
513
Chesley Taft & Associates
Illinois
$22.4M -$453K -2,406 -2%
WIA
514
Wealthstreet Investment Advisors
Texas
$22.3M -$78.9K -419 -0.3%
GH
515
GAM Holding
Switzerland
$22.2M -$2.87M -15,226 -10%
EWA
516
EP Wealth Advisors
California
$22.2M -$68.2K -362 -0.3%
RG
517
Renaissance Group
Kentucky
$22.2M -$4.22M -22,382 -14%
BUB
518
BBVA USA Bancshares
Texas
$22.2M +$32K +170 +0.1%
AWM
519
AE Wealth Management
Kansas
$21.9M +$3.1M +16,479 +14%
CI
520
Cambiar Investors
Colorado
$21.9M +$25.6M +135,762 New
RJT
521
Raymond James Trust
Florida
$21.9M +$611K +3,243 +2%
ALAM
522
Asahi Life Asset Management
Japan
$21.8M +$663K +3,521 +3%
NOCM
523
Night Owl Capital Management
Connecticut
$21.8M -$12.7M -67,640 -33%
WHG
524
Westwood Holdings Group
Texas
$21.8M -$2.05M -10,882 -7%
LCM
525
Laurion Capital Management
New York
$21.7M +$25.4M +134,818 New

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.