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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
DAM
626
Deltec Asset Management
New York
$15.8M -$537K -2,850 -3%
PCM
627
Palisade Capital Management
New Jersey
$15.8M -$1.35M -7,169 -7%
AFG
628
Albion Financial Group
Utah
$15.7M +$376K +1,995 +2%
WC
629
Westwind Capital
New Mexico
$15.7M +$941K +4,996 +5%
CCG
630
Cypress Capital Group
Florida
$15.6M -$1.25M -6,653 -6%
KWILP
631
Kiwi Wealth Investments Limited Partnership
New Zealand
$15.5M -$5.58M -29,636 -24%
YIA
632
YHB Investment Advisors
Connecticut
$15.5M -$72.7K -386 -0.4%
GGI
633
Godsey & Gibb Inc
Virginia
$15.4M -$677K -3,596 -4%
RC
634
RBF Capital
California
$15.3M
GAM
635
Gotham Asset Management
New York
$15.2M +$2.05M +10,904 +13%
SCP
636
Steamboat Capital Partners
New York
$15.2M +$100K +532 +0.6%
ACM
637
Azimuth Capital Management
Michigan
$15.1M +$524K +2,784 +3%
TCM
638
Thames Capital Management
New Jersey
$15.1M +$72K +382 +0.4%
SSA
639
South Street Advisors
New York
$15.1M -$396K -2,100 -2%
BIC
640
Beach Investment Counsel
Pennsylvania
$15M +$534K +2,833 +3%
DSAM
641
Dock Street Asset Management
Florida
$15M -$3.52M -18,674 -17%
GLA
642
Great Lakes Advisors
Illinois
$15M +$62.9K +334 +0.4%
IAA
643
Independent Advisor Alliance
North Carolina
$14.9M -$282K -1,498 -2%
H
644
HoyleCohen
California
$14.9M -$500K -2,654 -3%
SH
645
SeaTown Holdings
Singapore
$14.9M +$7.54M +40,000 +76%
CTA
646
Colonial Trust Advisors
South Carolina
$14.9M -$5.46K -29 -0%
WAM
647
Wallington Asset Management
Indiana
$14.9M +$115K +610 +0.7%
HCMNY
648
Howard Capital Management (New York)
New York
$14.8M -$595K -3,156 -3%
SAM
649
Sompo Asset Management
Japan
$14.8M +$3.02M +16,030 +21%
NAM
650
North American Management
Massachusetts
$14.8M -$1.02M -5,438 -6%

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.