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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
SNB
1001
Security National Bank
Nebraska
$5.6M +$93.8K +498 +1%
SGAM
1002
Smith Group Asset Management
Texas
$5.6M -$273K -1,449 -4%
UC
1003
Unio Capital
New Jersey
$5.6M +$6.09M +32,332 +1,347%
SIP
1004
Stoneridge Investment Partners
Pennsylvania
$5.59M +$194K +1,030 +3%
HKAM
1005
Horizon Kinetics Asset Management
New York
$5.58M +$37.5K +199 +0.6%
SFSIG
1006
San Francisco Sentry Investment Group
California
$5.56M -$484K -2,570 -7%
KCMRT
1007
Kemper Corp Master Retirement Trust
Illinois
$5.56M
PCM
1008
Princeton Capital Management
New Jersey
$5.5M -$16.2K -86 -0.3%
PWP
1009
Principle Wealth Partners
Connecticut
$5.49M -$125K -666 -2%
EI
1010
EDMP Inc
Florida
$5.49M +$6.36M +33,757 +89%
AAF
1011
Andra AP-fonden
Sweden
$5.48M +$527K +2,800 +9%
CCP
1012
Corient Capital Partners
California
$5.46M +$1.3M +6,913 +26%
UBPAM
1013
Union Bancaire Privee Asset Management
New York
$5.44M +$320K +1,700 +5%
GT
1014
Glenview Trust
Kentucky
$5.43M -$4.18M -22,207 -40%
JCM
1015
Jacobi Capital Management
Pennsylvania
$5.43M +$3.94M +20,912 +164%
MCM
1016
Mitchell Capital Management
Kansas
$5.43M -$230K -1,220 -3%
PI
1017
PEAK6 Investments
Illinois
$5.42M +$6.34M +33,640 New
FNBOMD
1018
First National Bank of Mount Dora
Florida
$5.4M -$333K -1,770 -5%
Lido Advisors
1019
Lido Advisors
California
$5.4M -$81.9K -435 -1%
PA
1020
Profund Advisors
Maryland
$5.37M -$1.31M -6,968 -17%
CS
1021
Comerica Securities
Michigan
$5.37M +$175K +929 +3%
TIP
1022
Torray Investment Partners
Maryland
$5.34M -$76.9K -408 -1%
HIMC
1023
Heritage Investors Management Corp
Maryland
$5.34M +$329K +1,744 +6%
BC
1024
Blackcrane Capital
Washington
$5.32M +$1.25M +6,633 +25%
JWM
1025
Jackson Wealth Management
Florida
$5.31M -$3.26M -17,293 -37%

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.