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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
FI
976
Fosun International
China
$5.98M +$1.43M +7,600 +27%
6M
977
6 Meridian
Kansas
$5.96M -$280K -1,486 -4%
CB
978
Cadence Bank
Mississippi
$5.94M +$4.26M +22,605 +159%
SCM
979
Soros Capital Management
New York
$5.93M +$6.93M +36,800 New
WIC
980
WealthBridge Investment Counsel
Alberta, Canada
$5.89M -$788K -4,185 -10%
BA
981
Bristlecone Advisors
Washington
$5.88M -$1.48M -7,880 -18%
MME
982
Meag Munich Ergo
Germany
$5.88M -$6.14M -32,586 -47%
LWM
983
Lyell Wealth Management
California
$5.87M +$386K +2,051 +6%
PCM
984
Parsons Capital Management
Rhode Island
$5.84M +$321K +1,705 +5%
RWA
985
River Wealth Advisors
Pennsylvania
$5.83M +$190K +1,007 +3%
UAM
986
UAS Asset Management
New York
$5.83M +$802K +4,260 +13%
FPTW
987
Franklin, Parlapiano, Turner & Welch
Texas
$5.8M -$238K -1,264 -3%
TYCC
988
Texas Yale Capital Corp
Florida
$5.8M +$830K +4,404 +14%
BFS
989
Bradley Foster & Sargent
Connecticut
$5.79M +$883K +4,688 +15%
SCM
990
Sitrin Capital Management
California
$5.75M -$359K -1,906 -5%
PTB
991
Pioneer Trust Bank
Oregon
$5.75M +$62.7K +333 +0.9%
Wealth Enhancement Advisory Services
992
Wealth Enhancement Advisory Services
Minnesota
$5.73M -$1.22M -6,465 -16%
FCT
993
Family Capital Trust
Massachusetts
$5.72M -$2.83K -15 -0%
CCM
994
Copeland Capital Management
Pennsylvania
$5.7M -$2.59M -13,763 -28%
RAM
995
Riggs Asset Management
Pennsylvania
$5.69M -$220K -1,168 -3%
EWM
996
Empirical Wealth Management
Washington
$5.69M +$1.11M +5,914 +20%
LW
997
Linscomb Wealth
Texas
$5.69M +$323K +1,712 +5%
AF
998
Ally Financial
Michigan
$5.64M +$3.77M +20,000 +133%
DAM
999
Diamant Asset Management
Connecticut
$5.63M -$446K -2,365 -6%
RBA
1000
Richard Bernstein Advisors
New York
$5.61M +$3.24M +17,201 +98%

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.