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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
LNWWM
851
Laird Norton Wetherby Wealth Management
California
$8.06M +$321K +1,703 +4%
APA
852
American Portfolios Advisors
New York
$8.03M +$425K +2,256 +5%
NIA
853
Northstar Investment Advisors
Colorado
$7.99M -$559K -2,966 -6%
GCM
854
Grisanti Capital Management
New York
$7.97M +$4.55M +24,160 +96%
ECM
855
ETrade Capital Management
Virginia
$7.94M -$443K -2,353 -5%
CCM
856
Crossvault Capital Management
Texas
$7.93M -$1.29M -6,870 -12%
PMG
857
ProVise Management Group
Florida
$7.92M -$952K -5,051 -9%
AFIA
858
America First Investment Advisors
Nebraska
$7.91M +$9.25M +49,085 New
IA
859
IFP Advisors
Florida
$7.87M +$427K +2,269 +5%
LBC
860
Lowe Brockenbrough & Co
Virginia
$7.86M -$74.4K -395 -0.8%
CWM
861
Cabot Wealth Management
Massachusetts
$7.81M -$75.4K -400 -0.8%
SA
862
Strategic Advisors
New York
$7.79M -$38.1K -202 -0.5%
GAM
863
Guinness Asset Management
United Kingdom
$7.79M +$9.09M +48,260 +63,500%
WANY
864
Wealthspire Advisors (New York)
New York
$7.78M +$6.76M +35,887 +290%
CG
865
Cynosure Group
Utah
$7.76M +$9.08M +48,193 New
PIM
866
Progressive Investment Management
Oregon
$7.76M -$31.3K -166 -0.3%
CIA
867
Covington Investment Advisors
Pennsylvania
$7.75M +$9.06M +48,080 New
FA
868
Fagan Associates
New York
$7.73M -$188K -999 -2%
FAAS
869
First Allied Advisory Services
California
$7.69M -$1.19M -6,323 -12%
VCM
870
Vision Capital Management
Oregon
$7.67M +$237K +1,258 +3%
AIM
871
Arcadia Investment Management
Michigan
$7.62M -$154K -815 -2%
SG Americas Securities
872
SG Americas Securities
New York
$7.61M +$1.61M +8,569 +22%
WPP
873
Whalerock Point Partners
Rhode Island
$7.61M +$210K +1,116 +2%
BDWM
874
Brewin Dolphin Wealth Management
Ireland
$7.6M +$532K +2,826 +6%
TAM
875
Trillium Asset Management
Massachusetts
$7.57M +$143K +760 +2%

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.