We are live on ! Find out more

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
PCM
1151
Poehling Capital Management
Wisconsin
$4.05M +$469K +2,487 +11%
ACA
1152
Atlas Capital Advisors
Wyoming
$4.05M -$9.98K -53 -0.2%
PCTC
1153
Perkins Coie Trust Company
Washington
$4.04M -$212K -1,127 -4%
FA
1154
FMA Advisory
Pennsylvania
$4.03M -$86.1K -457 -2%
FMBTD
1155
First Midwest Bank Trust Division
Illinois
$4.02M -$211K -1,119 -4%
1C
1156
1623 Capital
Virginia
$4.01M +$632K +3,354 +16%
HW
1157
Hedeker Wealth
Illinois
$4.01M +$30.3K +161 +0.7%
PTC
1158
Philadelphia Trust Company
Pennsylvania
$4.01M -$1.49M -7,908 -24%
CCM
1159
Condor Capital Management
New Jersey
$4M -$167K -885 -3%
FAIM
1160
Financial Advocates Investment Management
Washington
$4M -$417K -2,214 -8%
FM
1161
Family Management
New York
$4M -$59K -313 -1%
SNT
1162
Security National Trust
West Virginia
$3.98M +$4.52K +24 +0.1%
IECM
1163
Intrinsic Edge Capital Management
Illinois
$3.98M +$4.65M +24,700 New
FFA
1164
Fragasso Financial Advisors
Pennsylvania
$3.97M -$253K -1,343 -5%
KWM
1165
Kingsview Wealth Management
Oregon
$3.97M +$317K +1,681 +7%
ECM
1166
EagleClaw Capital Management
Massachusetts
$3.96M +$34.7K +184 +0.8%
BCA
1167
Bray Capital Advisors
Florida
$3.96M -$137K -726 -3%
AIC
1168
Argus Investors Counsel
New York
$3.95M -$335K -1,777 -7%
BCM
1169
Bourgeon Capital Management
Connecticut
$3.95M -$1.13M -6,025 -20%
MMG
1170
Monetary Management Group
Missouri
$3.94M -$459K -2,435 -9%
NB
1171
Northwest Bancshares
Pennsylvania
$3.94M +$2.96M +15,721 +180%
CC
1172
Cannell & Co
New York
$3.94M +$998K +5,300 +28%
ACM
1173
Aubrey Capital Management
United Kingdom
$3.92M
S
1174
SimplyRich
California
$3.92M -$76.1K -404 -2%
BP
1175
Ballentine Partners
Massachusetts
$3.9M +$743K +3,942 +19%

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.