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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
IMC Chicago
876
IMC Chicago
Illinois
$7.52M +$8.79M +46,651 New
NCM
877
Nelson Capital Management
California
$7.49M +$17.1K +91 +0.2%
NI
878
Nepsis Inc
Minnesota
$7.48M +$384K +2,041 +5%
MI
879
Markston International
New York
$7.47M +$26.4K +140 +0.3%
SWP
880
Stratos Wealth Partners
Ohio
$7.45M +$1.83M +9,720 +27%
BCMO
881
Buckingham Capital Management (Ohio)
Ohio
$7.45M -$1.24M -6,586 -12%
FHB
882
First Hawaiian Bank
Hawaii
$7.45M +$510K +2,708 +6%
SCA
883
Stonebridge Capital Advisors
Minnesota
$7.44M -$216K -1,145 -2%
CA
884
Cetera Advisors
Colorado
$7.41M +$841K +4,465 +11%
ACC
885
Accident Compensation Corp
New Zealand
$7.37M +$735K +3,900 +9%
ASN
886
Advisory Services Network
Georgia
$7.36M -$750K -3,980 -8%
PPSG
887
Princeton Portfolio Strategies Group
New Jersey
$7.34M +$561K +2,980 +7%
PL
888
Perpetual Ltd
Australia
$7.32M +$8.1M +43,022 +1,796%
KHLMVGHM
889
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$7.31M
SAM
890
Sycomore Asset Management
France
$7.25M +$827K +4,388 +11%
ANBT
891
American National Bank & Trust
Texas
$7.23M +$455K +2,415 +6%
RA
892
RiverPark Advisors
New York
$7.22M -$3.72M -19,746 -31%
TCM
893
Telos Capital Management
California
$7.21M +$2.94M +15,626 +54%
VFA
894
Valeo Financial Advisors
Indiana
$7.18M +$17.5K +93 +0.2%
MERSOM
895
Municipal Employees' Retirement System of Michigan
Michigan
$7.17M
HIA
896
Harbor Investment Advisory
Maryland
$7.11M +$64K +340 +0.8%
FNBT
897
FineMark National Bank & Trust
Florida
$7.07M -$191K -1,016 -2%
PFMOSF
898
Philadelphia Financial Management of San Francisco
California
$7.04M -$5.05M -26,818 -38%
NIM
899
Nicollet Investment Management
Minnesota
$7.04M +$433K +2,301 +6%
CAM
900
Centre Asset Management
New York
$6.99M -$1.16M -6,150 -12%

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.