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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
HVIA
1051
Hudson Valley Investment Advisors
New York
$5.01M +$311K +1,650 +6%
CCT
1052
Chemung Canal Trust
New York
$4.98M -$119K -630 -2%
CWP
1053
CFM Wealth Partners
Texas
$4.96M +$174K +925 +3%
CIM
1054
Contravisory Investment Management
Massachusetts
$4.96M +$5.7M +30,248 +5,373%
CAL
1055
Capital Analysts LLC
Pennsylvania
$4.96M +$9.8K +52 +0.2%
PAM
1056
Premier Asset Management
Illinois
$4.93M +$5.77M +30,607 New
RPC
1057
Rossmore Private Capital
Connecticut
$4.92M +$935K +4,961 +19%
OCM
1058
Olstein Capital Management
New York
$4.91M +$848K +4,500 +17%
AC
1059
Aristides Capital
Kentucky
$4.91M +$5.75M +30,500 New
CAM
1060
Cresset Asset Management
Illinois
$4.91M +$1.28M +6,808 +29%
SRIM
1061
Saratoga Research & Investment Management
California
$4.91M +$1.53M +8,139 +36%
MMC
1062
Mizuho Markets Cayman
Cayman Islands
$4.91M +$5.74M +30,488 New
SCM
1063
Shelton Capital Management
Colorado
$4.91M -$117K -619 -2%
WFG
1064
Wills Financial Group
Virginia
$4.9M +$4.52K +24 +0.1%
UF
1065
Univest Financial
Pennsylvania
$4.89M -$3.61M -19,142 -39%
WTFG
1066
Wells Trecaso Financial Group
Ohio
$4.89M +$34.9K +185 +0.6%
DFA
1067
Delta Financial Advisors
Louisiana
$4.88M -$1.85M -9,818 -24%
DAC
1068
Dividend Assets Capital
South Carolina
$4.87M +$963K +5,111 +20%
P
1069
Pitcairn
Pennsylvania
$4.87M -$5.79M -30,762 -50%
EWM
1070
Evercore Wealth Management
New York
$4.87M +$209K +1,109 +4%
WWM
1071
Willingdon Wealth Management
North Carolina
$4.85M +$257K +1,364 +5%
PCIA
1072
Prime Capital Investment Advisors
Kansas
$4.84M +$882K +4,680 +18%
MFS
1073
Monetta Financial Services
Illinois
$4.83M
CA
1074
Claar Advisors
New York
$4.83M +$5.65M +30,000 New
SAMH
1075
Shanda Asset Management Holdings
British Virgin Islands
$4.83M +$5.65M +30,000 New

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.