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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
BII
726
Bainco International Investors
Massachusetts
$11.8M -$93.2K -495 -0.7%
BBA
727
BLB&B Advisors
Pennsylvania
$11.8M +$632K +3,353 +5%
AC
728
Abbrea Capital
California
$11.7M +$59.7K +317 +0.4%
LSERS
729
Louisiana State Employees Retirement System
Louisiana
$11.7M -$1.6M -8,500 -10%
NONA
730
Ninety One North America
New York
$11.7M +$2.45M +12,997 +22%
AF
731
Arrow Financial
New York
$11.6M -$447K -2,371 -3%
SC
732
Sepio Capital
Utah
$11.4M -$3.38M -17,952 -20%
GAM
733
Gemmer Asset Management
California
$11.3M -$586K -3,110 -4%
CAM
734
Cidel Asset Management
Ontario, Canada
$11.3M +$13M +68,790 +5,287%
SCM
735
Stamina Capital Management
New York
$11.3M +$13.2M +70,000 New
SHGA
736
Sand Hill Global Advisors
California
$11.3M +$102K +542 +0.8%
AMI
737
Amica Mutual Insurance
Rhode Island
$11.3M +$3.96M +21,025 +43%
EIA
738
Edgemoor Investment Advisors
Maryland
$11.2M -$120K -637 -0.9%
KWMG
739
King Wealth Management Group
Florida
$11.2M -$5.4M -28,656 -29%
BCM
740
Bowie Capital Management
Texas
$11.1M +$9.65M +51,200 +288%
DWM
741
Doyle Wealth Management
Florida
$11.1M +$335K +1,777 +3%
HWCM
742
Hudson Way Capital Management
Texas
$11.1M +$4.71M +24,979 +57%
PIP
743
Peachtree Investment Partners
Florida
$11M -$1.76M -9,330 -12%
GJCM
744
Grand Jean Capital Management
California
$11M -$954K -5,064 -7%
SC
745
Saybrook Capital
North Carolina
$10.9M -$51.8K -275 -0.4%
MRCM
746
M&R Capital Management
New Jersey
$10.9M -$957K -5,079 -7%
WAM
747
World Asset Management
Michigan
$10.8M -$9.87M -52,394 -44%
IC
748
IEQ Capital
California
$10.8M +$6.92M +36,756 +120%
IC
749
Inverness Counsel
New York
$10.8M +$12.4M +65,851 +5,451%
SGK
750
Steigerwald Gordon & Koch
Virginia
$10.8M -$685K -3,638 -5%

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.