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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
QI
801
QS Investors
New York
$9.12M -$744K -3,948 -7%
AWM
802
Absher Wealth Management
North Carolina
$9.08M +$65.7K +349 +0.6%
DWM
803
Dakota Wealth Management
Florida
$9.07M -$691K -3,668 -6%
LG
804
Leuthold Group
Minnesota
$9.02M -$679K -3,606 -6%
RIG
805
Renaissance Investment Group
Massachusetts
$9.02M +$115K +608 +1%
Connor, Clark & Lunn Investment Management (CC&L)
806
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9M +$2.7M +14,320 +34%
CM
807
Churchill Management
California
$8.97M -$24.8M -131,470 -70%
VW
808
Vantage Wealth
California
$8.97M +$168K +894 +2%
FCBT
809
First Citizens Bank & Trust
North Carolina
$8.96M +$1.28M +6,786 +14%
LCM
810
Logan Capital Management
Pennsylvania
$8.94M -$1.28M -6,806 -11%
TCM
811
Twin Capital Management
Pennsylvania
$8.91M -$75.4K -400 -0.7%
BRWA
812
B. Riley Wealth Advisors
Florida
$8.87M +$3.45M +18,326 +50%
CNB
813
Camden National Bank
Maine
$8.79M -$1.09M -5,805 -10%
SCA
814
Spearhead Capital Advisors
Florida
$8.75M +$10.2M +54,297 New
PP
815
PDT Partners
New York
$8.72M -$942 -5 -0%
TCCM
816
Timber Creek Capital Management
Massachusetts
$8.7M -$97.8K -519 -1%
AF
817
Alerus Financial
North Dakota
$8.7M -$2.07M -10,989 -17%
BRWM
818
B. Riley Wealth Management
Tennessee
$8.69M +$4.37M +23,199 +75%
DWA
819
Douglass Winthrop Advisors
New York
$8.69M +$5.28K +28 +0.1%
SPC
820
Sigma Planning Corp
Michigan
$8.66M +$157K +831 +2%
RIL
821
Rothschild Investment LLC
Illinois
$8.66M -$495K -2,630 -5%
BMC
822
Benin Management Corp
Connecticut
$8.65M -$496K -2,635 -5%
CBT
823
Central Bank & Trust
Kentucky
$8.6M -$250K -1,327 -2%
WTB
824
Washington Trust Bank
Washington
$8.59M +$577K +3,062 +6%
CAM
825
Columbia Asset Management
Michigan
$8.59M +$564K +2,992 +6%

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.