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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
OCAM
751
Onex Canada Asset Management
Ontario, Canada
$10.7M -$574K -3,049 -4%
CAMG
752
CWA Asset Management Group
Florida
$10.7M +$823K +4,367 +7%
NCL
753
Nishkama Capital LLC
Puerto Rico
$10.7M +$12.5M +66,122 New
MCM
754
Murphy Capital Management
New Jersey
$10.6M -$1.03M -5,448 -8%
SBWIC
755
Schaper Benz & Wise Investment Counsel
Wisconsin
$10.6M +$663K +3,517 +6%
CIP
756
Chartwell Investment Partners
Pennsylvania
$10.6M -$48.2K -256 -0.4%
AP
757
Advisor Partners
California
$10.5M +$637K +3,381 +5%
PA
758
Parallel Advisors
California
$10.5M +$188K +998 +2%
SCA
759
Stieven Capital Advisors
Missouri
$10.5M +$735K +3,900 +6%
PWM
760
Perigon Wealth Management
California
$10.5M +$760K +4,036 +7%
LIM
761
Leavell Investment Management
Alabama
$10.4M +$388K +2,060 +3%
GP
762
Girard Partners
Pennsylvania
$10.4M -$71.2K -378 -0.6%
NA
763
NewEdge Advisors
Louisiana
$10.3M +$1.69M +8,987 +16%
CI
764
Cigna Investments
Connecticut
$10.3M +$1.18M +6,253 +11%
EGA
765
Eagle Global Advisors
Texas
$10.3M +$181K +960 +2%
FPCM
766
Financial Partners Capital Management
New York
$10.3M +$12M +63,636 New
FNFDCM
767
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$10.2M -$297K -1,574 -2%
JPMIA
768
J.P. Marvel Investment Advisors
Massachusetts
$10.2M -$23K -122 -0.2%
AC
769
Allstate Corporation
Illinois
$10.2M -$17.1M -90,624 -59%
SLI
770
Sumitomo Life Insurance
Japan
$10.1M +$396K +2,103 +3%
KOCAA
771
Knights of Columbus Asset Advisors
Connecticut
$10.1M -$4.82M -25,600 -29%
PAM
772
Peak Asset Management
Colorado
$10M -$614K -3,260 -5%
MC
773
Moors & Cabot
Massachusetts
$9.99M -$815K -4,326 -7%
BBHC
774
Brown Brothers Harriman & Co
New York
$9.99M +$11.3K +60 +0.1%
OFCM
775
One Fin Capital Management
California
$9.99M +$11.7M +62,000 New

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.