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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
NPF
576
Norris Perne & French
Michigan
$18.5M -$6.63M -35,178 -23%
RIM
577
Redpoint Investment Management
Australia
$18.4M -$435K -2,308 -2%
SCA
578
Stillwater Capital Advisors
Pennsylvania
$18.3M +$42.8K +227 +0.2%
BF
579
BOK Financial
Oklahoma
$18.3M -$1.5M -7,985 -7%
BFO
580
Boston Family Office
Massachusetts
$18.2M +$651K +3,456 +3%
Mercer Global Advisors
581
Mercer Global Advisors
Colorado
$18.2M +$2.51M +13,314 +13%
SAM
582
Silvercrest Asset Management
New York
$18.1M +$68.8K +365 +0.3%
BC
583
Brinker Capital
Pennsylvania
$18.1M -$672K -3,569 -3%
JAFL
584
Jay A. Fishman Ltd
Michigan
$18M +$344K +1,828 +2%
QIM
585
Quest Investment Management
Oregon
$18M +$4.84M +25,708 +30%
TAM
586
Taurus Asset Management
New York
$17.9M +$223K +1,185 +1%
PFPT
587
Pinnacle Financial Partners (Tennessee)
Tennessee
$17.7M +$3.72M +19,733 +22%
SIM
588
Sentry Investment Management
Wisconsin
$17.7M +$285K +1,515 +1%
ZIC
589
ZWJ Investment Counsel
Georgia
$17.7M -$393K -2,088 -2%
Rafferty Asset Management
590
Rafferty Asset Management
New York
$17.6M -$32.4M -172,053 -61%
COPPSERS
591
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$17.6M -$164K -870 -0.8%
ZAM
592
Zevin Asset Management
Massachusetts
$17.6M +$1.31M +6,978 +7%
NMERB
593
New Mexico Educational Retirement Board
New Mexico
$17.4M -$4.98M -26,450 -20%
FFA
594
First Foundation Advisors
California
$17.3M +$521K +2,768 +3%
WSFS
595
Wilmington Savings Fund Society
Delaware
$17.2M -$511K -2,712 -2%
Bank of Nova Scotia
596
Bank of Nova Scotia
Ontario, Canada
$17.1M +$237K +1,256 +1%
WI
597
Wafra Inc
New York
$17.1M +$16.5M +87,721 +482%
JCM
598
Jag Capital Management
Missouri
$17M -$1.18M -6,246 -6%
TNB
599
Thomasville National Bank
Georgia
$17M -$189K -1,005 -1%
BCM
600
Bridgeway Capital Management
Texas
$16.9M -$2.15M -11,400 -10%

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.