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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
ATC
701
Argent Trust Co
Tennessee
$12.8M -$737K -3,913 -5%
NWM
702
Nicola Wealth Management
British Columbia, Canada
$12.8M -$1.88M -10,000 -13%
HC
703
Hendley & Co
Ohio
$12.8M -$352K -1,870 -2%
BCAM
704
Boston Common Asset Management
Massachusetts
$12.7M -$372K -1,974 -2%
MYAM
705
Meiji Yasuda Asset Management
Japan
$12.7M -$6.74M -35,802 -31%
CEP
706
Chicago Equity Partners
Illinois
$12.7M +$80.1K +425 +0.5%
PFSC
707
Peoples Financial Services Corp
Pennsylvania
$12.6M +$170K +900 +1%
TAS
708
TIFF Advisory Services
Pennsylvania
$12.6M -$2.85M -15,136 -16%
PGFC
709
Peapack-Gladstone Financial Corp
New Jersey
$12.5M +$4.07M +21,583 +38%
CCI
710
Columbus Circle Investors
$12.5M +$1.97M +10,460 +16%
SSWM
711
Sheets Smith Wealth Management
North Carolina
$12.4M -$568K -3,017 -4%
KCM
712
Kornitzer Capital Management
Kansas
$12.4M -$390K -2,070 -3%
CIA
713
CCM Investment Advisers
South Carolina
$12.4M -$215K -1,140 -1%
BONST
714
Bank of Nova Scotia Trust
Ontario, Canada
$12.3M -$358K -1,901 -2%
V
715
Veritable
Delaware
$12.2M -$391K -2,073 -3%
Capstone Investment Advisors
716
Capstone Investment Advisors
New York
$12.2M +$1.86M +9,877 +15%
AC
717
Addenda Capital
Quebec, Canada
$12.2M +$2.06M +10,937 +17%
ACI
718
Alpha Cubed Investments
California
$12.1M +$813K +4,315 +6%
CA
719
Cornerstone Advisors
North Carolina
$12.1M -$14.9M -79,100 -51%
HIC
720
Hartline Investment Corp
Illinois
$12M +$412K +2,187 +3%
Select Equity Group
721
Select Equity Group
New York
$12M +$9.62M +51,076 +219%
TFA
722
Teamwork Financial Advisors
Texas
$12M +$2.51M +13,345 +22%
SC
723
Skylands Capital
Wisconsin
$12M -$236K -1,255 -2%
FDCC
724
Foster Dykema Cabot & Co
Massachusetts
$11.9M -$281K -1,494 -2%
MSR
725
Main Street Research
Connecticut
$11.9M +$528K +2,805 +4%

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.