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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
Dimensional Fund Advisors
51
Dimensional Fund Advisors
Texas
$915M +$98.1M +520,605 +10%
Allianz Asset Management
52
Allianz Asset Management
Germany
$904M -$76.3M -405,155 -7%
ACM
53
AKRE Capital Management
Virginia
$845M +$67.1M +356,100 +7%
Lazard Asset Management
54
Lazard Asset Management
New York
$844M +$140M +740,681 +16%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$835M -$296M -1,572,057 -23%
FAM
56
Fred Alger Management
New York
$831M -$45.3M -240,487 -4%
Temasek Holdings
57
Temasek Holdings
Singapore
$826M +$17.2M +91,118 +2%
1832 Asset Management
58
1832 Asset Management
Ontario, Canada
$791M +$94.1M +499,478 +12%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$762M +$6.88M +36,497 +0.8%
Winslow Capital Management
60
Winslow Capital Management
Minnesota
$760M -$25.8M -136,695 -3%
Victory Capital Management
61
Victory Capital Management
Texas
$743M +$367M +1,947,721 +73%
TD Asset Management
62
TD Asset Management
Ontario, Canada
$719M +$85.6M +454,579 +11%
Principal Financial Group
63
Principal Financial Group
Iowa
$699M +$27.4M +145,326 +3%
Citigroup
64
Citigroup
New York
$694M -$8.99M -47,717 -1%
ATO
65
Alecta Tjanstepension Omsesidigt
Sweden
$667M +$44.7M +237,500 +6%
JSP
66
Jackson Square Partners
California
$663M +$175M +927,849 +29%
PI
67
Putnam Investments
Massachusetts
$632M -$25.2M -133,991 -3%
Brown Advisory
68
Brown Advisory
Maryland
$600M -$608M -3,229,019 -46%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$590M +$59.2M +314,004 +9%
DZ Bank
70
DZ Bank
Germany
$588M -$64.1M -340,423 -9%
Primecap Management
71
Primecap Management
California
$582M -$15.8M -84,100 -2%
EVM
72
Eaton Vance Management
Massachusetts
$570M +$59.3M +314,741 +10%
PAMU
73
Pictet Asset Management (UK)
United Kingdom
$567M -$79.8M -423,413 -11%
Schroder Investment Management Group
74
Schroder Investment Management Group
United Kingdom
$560M -$17.9M -95,167 -3%
Bessemer Group
75
Bessemer Group
New Jersey
$550M +$15.8M +83,742 +3%

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.