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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
ACA
1026
Aptus Capital Advisors
Alabama
$5.31M +$2.61M +13,857 +73%
VWA
1027
V Wealth Advisors
Kansas
$5.31M +$2.42M +12,860 +64%
BAM
1028
Bruderman Asset Management
New York
$5.3M +$705K +3,742 +12%
B
1029
Bellecapital
Switzerland
$5.28M -$983K -5,219 -14%
SS
1030
Sunbelt Securities
Texas
$5.27M -$4.34M -23,017 -41%
FEG
1031
Financial Enhancement Group
Indiana
$5.25M -$2.36M -12,504 -28%
GGI
1032
GPM Growth Investors
Michigan
$5.24M -$155K -822 -2%
PAS
1033
Park Avenue Securities
New York
$5.22M +$678K +3,597 +12%
CG
1034
CFO4Life Group
Texas
$5.2M -$194K -1,032 -3%
WAS
1035
Wealth Advisory Solutions
Indiana
$5.18M +$2.04M +10,826 +51%
SC
1036
Stralem & Co
New York
$5.16M -$537K -2,848 -8%
MGWM
1037
Marks Group Wealth Management
Minnesota
$5.15M -$466K -2,475 -7%
DCM
1038
Donaldson Capital Management
Indiana
$5.13M -$1.18M -6,240 -16%
GI
1039
Gradient Investments
Minnesota
$5.13M +$1.15M +6,122 +24%
PA
1040
Perennial Advisors
New York
$5.12M +$7.16K +38 +0.1%
WCM
1041
Whitener Capital Management
North Carolina
$5.11M -$186K -989 -3%
BMM
1042
Buffington Mohr McNeal
Idaho
$5.1M +$280K +1,486 +5%
CT
1043
Caldwell Trust
Florida
$5.09M +$22.6K +120 +0.4%
PCR
1044
Potrero Capital Research
California
$5.08M +$5.93M +31,500 New
TFA
1045
Toth Financial Advisory
Virginia
$5.07M -$177K -942 -3%
IA
1046
Icon Advisers
Colorado
$5.06M -$207K -1,100 -3%
FHA
1047
Flagship Harbor Advisors
Massachusetts
$5.05M -$258K -1,371 -4%
AIP
1048
Ameritas Investment Partners
Nebraska
$5.04M -$131K -696 -2%
CWM
1049
Chronos Wealth Management
Florida
$5.04M +$145K +771 +3%
ACP
1050
Aviance Capital Partners
Florida
$5.01M -$54.6K -290 -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.