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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
CTC
676
Central Trust Company
Missouri
$14M +$1.49M +7,904 +10%
CIS
677
Capital International Sarl
California
$13.9M +$2.86M +15,180 +21%
MA
678
Montag & Associates
Georgia
$13.9M +$1.52M +8,083 +10%
EAM
679
EULAV Asset Management
Florida
$13.9M -$5.84M -30,995 -26%
B
680
Barings
North Carolina
$13.8M -$775K -4,116 -5%
RSS
681
Rosenblum Silverman Sutton
California
$13.6M -$279K -1,479 -2%
TSS
682
Thomas Story & Son
Indiana
$13.6M -$213K -1,130 -1%
ERIM
683
Eagle Ridge Investment Management
Connecticut
$13.6M -$159K -846 -1%
MAM
684
Martingale Asset Management
Massachusetts
$13.6M -$869K -4,613 -5%
DY
685
Dowling & Yahnke
California
$13.4M -$449K -2,383 -3%
TTWM
686
TCV Trust & Wealth Management
Virginia
$13.4M -$1.1M -5,842 -7%
LWCA
687
Locust Wood Capital Advisers
New York
$13.3M +$15.6M +82,715 New
WCA
688
Waratah Capital Advisors
Ontario, Canada
$13.3M -$591K -3,138 -4%
CSS
689
Cubist Systematic Strategies
Connecticut
$13.3M +$8.87M +47,060 +133%
BOTW
690
Bank of the West
California
$13.2M -$2.11M -11,212 -12%
CIC
691
Carnegie Investment Counsel
Ohio
$13.2M +$164K +871 +1%
AC
692
Avenir Corporation
Virginia
$13.2M +$5.58M +29,606 +57%
BWFA
693
Baltimore-Washington Financial Advisors
Maryland
$13.2M -$270K -1,432 -2%
CAN
694
Cetera Advisor Networks
California
$13M -$836K -4,438 -5%
BCV
695
Banque Cantonale Vaudoise
Switzerland
$13M +$1M +5,319 +7%
MPWT
696
MassMutual Private Wealth & Trust
Connecticut
$13M +$142K +753 +0.9%
SWM
697
SVA Wealth Management
Wisconsin
$12.9M -$939K -4,987 -6%
FMII
698
Farmers & Merchants Investments Inc
Nebraska
$12.8M -$388K -2,060 -3%
FT
699
Fiduciary Trust
Massachusetts
$12.8M +$1.18M +6,285 +9%
CCM
700
Consolidated Capital Management
California
$12.8M +$224K +1,188 +2%

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.