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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
FNT
776
First National Trust
Pennsylvania
$9.97M +$6.41K +34 +0.1%
PIM
777
Penobscot Investment Management
Massachusetts
$9.96M +$81.9K +435 +0.7%
JG
778
Jefferies Group
New York
$9.93M +$4.66M +24,748 +67%
TPCW
779
TD Private Client Wealth
New York
$9.92M +$538K +2,857 +5%
KCP
780
KDI Capital Partners
North Carolina
$9.91M -$787K -4,176 -6%
GEM
781
Global Endowment Management
North Carolina
$9.85M -$627K -3,330 -5%
LNB
782
Ledyard National Bank
$9.85M -$36K -191 -0.3%
JCM
783
Janney Capital Management
Pennsylvania
$9.81M -$3.9M -20,722 -25%
FFBTD
784
First Financial Bank - Trust Division
Ohio
$9.68M +$196K +1,041 +2%
TIAM
785
TT International Asset Management
United Kingdom
$9.64M +$11.3M +59,832 New
CG
786
Colony Group
Massachusetts
$9.59M -$145K -771 -1%
B
787
Brightworth
Georgia
$9.58M -$104K -553 -0.9%
WCM
788
Wisconsin Capital Management
Wisconsin
$9.53M +$252K +1,336 +2%
BOH
789
Bank of Hawaii
Hawaii
$9.49M -$6.59K -35 -0.1%
RIG
790
Roosevelt Investment Group
New York
$9.48M -$211K -1,119 -2%
MGIA
791
Matthew Goff Investment Advisor
Texas
$9.45M +$290K +1,541 +3%
Canada Pension Plan Investment Board
792
Canada Pension Plan Investment Board
Ontario, Canada
$9.44M +$735K +3,900 +7%
SCA
793
Snowden Capital Advisors
New York
$9.3M +$59.5K +316 +0.6%
LS
794
Livforsakringsbolaget Skandia
Sweden
$9.26M +$885K +4,700 +9%
BAS
795
Brown Advisory Securities
Maryland
$9.23M +$1.3M +6,923 +15%
RMA
796
Roffman Miller Associates
Pennsylvania
$9.22M +$3.91M +20,772 +57%
CWM
797
Calamos Wealth Management
Illinois
$9.2M -$71K -377 -0.7%
EHC
798
Everett Harris & Co
California
$9.19M +$10.4M +55,210 +3,054%
FMC
799
First Merchants Corp
Indiana
$9.18M +$276K +1,465 +3%
State Farm Mutual Automobile Insurance
800
State Farm Mutual Automobile Insurance
Illinois
$9.12M

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.