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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
ROC
1201
Running Oak Capital
Minnesota
$3.69M -$508K -2,695 -11%
TI
1202
Trexquant Investment
Connecticut
$3.68M +$4.3M +22,851 New
AIA
1203
Armor Investment Advisors
North Carolina
$3.67M -$68.6K -364 -2%
FIM
1204
Freedom Investment Management
Connecticut
$3.67M -$14.5K -77 -0.4%
RIM
1205
Reliant Investment Management
Tennessee
$3.67M +$111K +590 +3%
HB
1206
Homrich & Berg
Georgia
$3.66M +$1.31M +6,931 +44%
WSC
1207
White Square Capital
United Kingdom
$3.66M +$4.28M +22,700 New
CIC
1208
Chase Investment Counsel
Virginia
$3.65M -$1.81M -9,619 -30%
MAFM
1209
Mid Atlantic Financial Management
Pennsylvania
$3.65M +$92.1K +489 +2%
1W
1210
1776 Wealth
Georgia
$3.65M +$2.65M +14,049 +193%
SFP
1211
Shepherd Financial Partners
Massachusetts
$3.65M -$2.21M -11,712 -34%
SC
1212
Searle & Co
Connecticut
$3.65M
MSAM
1213
Moloney Securities Asset Management
Missouri
$3.64M +$1.6M +8,516 +61%
MYIA
1214
Mount Yale Investment Advisors
Colorado
$3.62M -$165K -875 -4%
PA
1215
PFG Advisors
Arizona
$3.62M +$183K +969 +5%
GWM
1216
Geneos Wealth Management
Colorado
$3.61M +$751K +3,986 +22%
CT
1217
Coastline Trust
Rhode Island
$3.59M -$15.1K -80 -0.4%
MMA
1218
Miracle Mile Advisors
California
$3.58M -$2.5M -13,272 -37%
AC
1219
Alexandria Capital
Virginia
$3.58M +$4.19M +22,232 New
CAM
1220
Carret Asset Management
New York
$3.58M -$327K -1,738 -7%
GCM
1221
Gunderson Capital Management
South Carolina
$3.56M -$630K -3,343 -13%
CA
1222
Cornerstone Advisory
Maryland
$3.56M +$535K +2,841 +15%
LBA
1223
Lowell Blake & Associates
Massachusetts
$3.55M +$373K +1,980 +10%
WC
1224
Woodstock Corp
Massachusetts
$3.55M +$44.3K +235 +1%
ACM
1225
Aljian Capital Management
Nevada
$3.55M -$4.71K -25 -0.1%

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.