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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
MA
1101
MUFG Americas
New York
$4.59M +$485K +2,577 +10%
FFWA
1102
FRG Family Wealth Advisors
Washington
$4.59M +$394K +2,090 +8%
PS
1103
Pensionfund Sabic
Netherlands
$4.58M +$188K +1,000 +4%
ED
1104
Exane Derivatives
France
$4.58M +$639K +3,390 +14%
CI
1105
Conning Inc
Connecticut
$4.56M -$132K -702 -2%
GAAM
1106
Guinness Atkinson Asset Management
California
$4.56M +$5.33M +28,280 New
VSWA
1107
Vontobel Swiss Wealth Advisors
Switzerland
$4.51M +$2.18M +11,551 +70%
WIS
1108
Wright Investors Service
Connecticut
$4.5M +$529K +2,809 +11%
VC
1109
Voit & Company
Wisconsin
$4.5M +$29.8K +158 +0.6%
PGAM
1110
Princeton Global Asset Management
New Jersey
$4.5M +$469K +2,491 +10%
BFEC
1111
Benjamin F. Edwards & Company
Missouri
$4.49M +$102K +542 +2%
AA
1112
Ancora Advisors
Ohio
$4.49M +$406K +2,157 +8%
HFA
1113
HC Financial Advisors
California
$4.48M +$166K +881 +3%
CCM
1114
Cohen Capital Management
California
$4.47M +$188K +1,000 +4%
YL
1115
YCG LLC
Texas
$4.47M -$919K -4,879 -15%
SSA
1116
Schonfeld Strategic Advisors
New York
$4.46M +$2.9M +15,408 +125%
HCA
1117
Harbour Capital Advisors
Virginia
$4.42M +$66.1K +351 +1%
SFG
1118
Sather Financial Group
Texas
$4.42M +$3.33M +17,680 +181%
SMFG
1119
Sumitomo Mitsui Financial Group
Japan
$4.41M +$842K +4,471 +20%
SBIA
1120
Sheaff Brock Investment Advisors
Indiana
$4.41M -$215K -1,142 -4%
LFAS
1121
Level Four Advisory Services
Texas
$4.39M -$122K -646 -2%
CC
1122
Cedar Capital
Illinois
$4.39M +$3.13M +16,604 +156%
JFA
1123
Johanson Financial Advisors
California
$4.39M -$972M -5,158,066 -99%
SFS
1124
Sowell Financial Services
Arkansas
$4.38M +$223K +1,186 +5%
MHS
1125
M Holdings Securities
Oregon
$4.37M +$1.25M +6,621 +32%

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.