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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
AHC
826
Anderson Hoagland & Co
Missouri
$8.57M -$3.79M -20,099 -27%
BHB
827
Bank Hapoalim BM
Israel
$8.56M -$2.68M -14,211 -21%
OCM
828
Oakwood Capital Management
California
$8.55M -$119K -632 -1%
CCP
829
Clough Capital Partners
Massachusetts
$8.55M -$18.4M -97,750 -65%
PG
830
Patten Group
Tennessee
$8.46M -$566K -3,002 -5%
BDS
831
Banco de Sabadell
Florida
$8.46M +$6.72M +35,666 +221%
WP
832
WMS Partners
Maryland
$8.39M -$646K -3,428 -6%
TC
833
Telemus Capital
Michigan
$8.38M +$230K +1,223 +3%
KRSITF
834
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$8.36M +$2.14M +11,344 +28%
ECM
835
ExodusPoint Capital Management
New York
$8.35M -$11.9M -63,077 -55%
CC
836
Courier Capital
New York
$8.29M -$1.96M -10,381 -17%
HC
837
HNP Capital
New York
$8.29M +$7.23M +38,370 +290%
MIAN
838
Mariner Independent Advisor Network
Kansas
$8.28M -$1.07M -5,662 -10%
WS
839
Wedbush Securities
California
$8.25M -$1.13M -5,997 -10%
UR
840
USCA RIA
Texas
$8.24M +$273K +1,451 +3%
PJSIMP
841
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.22M -$190K -1,008 -2%
SIC
842
Salem Investment Counselors
North Carolina
$8.22M -$91K -483 -0.9%
PP
843
Professional Planning
California
$8.18M -$429K -2,279 -4%
DT
844
Diversified Trust
Tennessee
$8.15M +$1.13M +6,002 +13%
SBL
845
Sargent Bickham Lagudis
Colorado
$8.13M +$933K +4,951 +11%
OA
846
Oxbow Advisors
Texas
$8.13M +$6.04M +32,055 +174%
WMC
847
Westwood Management Corporation
Illinois
$8.12M -$2.51M -13,300 -21%
GAM
848
Griffin Asset Management
New York
$8.11M +$3.31M +17,567 +54%
BG
849
Bahl & Gaynor
Ohio
$8.1M -$539K -2,859 -5%
EAM
850
Eagle Asset Management
Florida
$8.07M +$82.7K +439 +0.9%

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.