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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
ANI
601
American National Insurance
Texas
$16.9M
Wealthfront Advisers
602
Wealthfront Advisers
California
$16.9M +$2.03M +10,770 +11%
PP
603
Patten & Patten
Tennessee
$16.8M -$163K -867 -0.8%
TFM
604
TPI Fund Managers
United Kingdom
$16.8M +$645K +3,423 +3%
AJ
605
Ashburton (Jersey)
Jersey
$16.8M
EPC
606
Emerson Point Capital
New York
$16.8M +$577K +3,065 +3%
FBB
607
Fulton Breakefield Broenniman
Maryland
$16.6M +$307K +1,632 +2%
BRC
608
Bishop Rock Capital
New York
$16.6M -$13.2M -70,001 -40%
BFA
609
Beaumont Financial Advisors
Massachusetts
$16.6M -$769K -4,080 -4%
HTI
610
Hikari Tsushin Inc
Japan
$16.4M
GIM
611
Grassi Investment Management
California
$16.4M -$3.89M -20,649 -17%
AP
612
Archon Partners
New Jersey
$16.4M
GHA
613
GW Henssler & Associates
Georgia
$16.3M -$1.46M -7,762 -7%
NEI
614
Northwest & Ethical Investments
Ontario, Canada
$16.2M +$467K +2,477 +3%
JC
615
Jacobs & Co
California
$16.2M -$563K -2,989 -3%
JMFC
616
J.M. Forbes & Co
Massachusetts
$16.2M +$523K +2,774 +3%
TA
617
TRB Advisors
New York
$16.1M -$9.42M -50,000 -33%
SPIA
618
Steward Partners Investment Advisory
New York
$16.1M -$7.95M -42,228 -30%
TC
619
TownSquare Capital
Utah
$16.1M +$173K +919 +1%
AHC
620
Adell Harriman & Carpenter
Texas
$16.1M -$1.85M -9,839 -9%
SMI
621
Shelter Mutual Insurance
Missouri
$16M
CCM
622
Chilton Capital Management
Texas
$16M +$410K +2,177 +2%
ET
623
Equitable Trust
Tennessee
$16M +$654K +3,471 +4%
BWP
624
Baldwin Wealth Partners
Massachusetts
$15.9M +$99.5K +528 +0.5%
ORI
625
Oak Ridge Investments
Illinois
$15.8M -$1.56M -8,291 -8%

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.