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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
TAM
1076
Telemark Asset Management
Massachusetts
$4.83M +$5.65M +30,000 New
WAM
1077
Wealthspire Advisors (Maryland)
Maryland
$4.81M -$32.4K -172 -0.6%
BB
1078
Busey Bank
Illinois
$4.8M -$95.7K -508 -2%
GFA
1079
Gifford Fong Associates
California
$4.8M
ACS
1080
Archford Capital Strategies
Illinois
$4.8M +$141K +748 +3%
LNC
1081
Lincoln National Corp
Pennsylvania
$4.79M -$249K -1,324 -4%
PP
1082
Prospector Partners
Connecticut
$4.79M +$5.59M +29,700 New
CCA
1083
Covey Capital Advisors
Georgia
$4.78M -$676K -3,590 -11%
NA
1084
Navellier & Associates
Nevada
$4.74M +$64.4K +342 +1%
VAS
1085
Vestmark Advisory Solutions
Massachusetts
$4.73M -$238K -1,264 -4%
BAM
1086
Bell Asset Management
Australia
$4.7M +$625K +3,317 +13%
HT
1087
Heritage Trust
Oklahoma
$4.69M +$743K +3,946 +16%
RAM
1088
Redmond Asset Management
Virginia
$4.69M -$95.1K -505 -2%
DI
1089
Diligent Investors
California
$4.68M -$624K -3,310 -10%
CWM
1090
Concentric Wealth Management
California
$4.68M -$276K -1,467 -5%
AA
1091
ALPS Advisors
Colorado
$4.66M +$1.59M +8,427 +41%
JAM
1092
JCIC Asset Management
Ontario, Canada
$4.64M -$212K -1,128 -4%
ISL
1093
Ingalls & Snyder LLC
New York
$4.62M -$123K -652 -2%
FSC
1094
Full Sail Capital
Oklahoma
$4.62M +$1.19M +6,302 +34%
CSA
1095
Cottage Street Advisors
Massachusetts
$4.61M +$57.6K +306 +1%
FTB
1096
First Trust Bank
Bahamas
$4.61M
ATI
1097
Act Two Investors
California
$4.6M -$11.3K -60 -0.2%
ECML
1098
Eagle Capital Management (Louisiana)
Louisiana
$4.6M -$442K -2,348 -8%
OSAM
1099
O'Shaughnessy Asset Management
Connecticut
$4.6M -$2M -10,629 -27%
CPA
1100
Capital Planning Advisors
California
$4.6M -$52K -276 -1%

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.