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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
KFBMI
1226
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.54M
JGC
1227
J. Goldman & Co
New York
$3.54M +$4.13M +21,943 New
SW
1228
SteelPeak Wealth
California
$3.53M +$2.06M +10,926 +99%
PI
1229
PFS Investments
Georgia
$3.53M +$1.59M +8,454 +63%
CCM
1230
Coldstream Capital Management
Washington
$3.52M -$517K -2,742 -11%
SC
1231
Scholtz & Company
Connecticut
$3.52M +$77.4K +411 +2%
KCM
1232
Karp Capital Management
California
$3.52M -$372K -1,977 -8%
HKIM
1233
Hayek Kallen Investment Management
Alabama
$3.52M -$79.9K -424 -2%
TIM
1234
Thompson Investment Management
Wisconsin
$3.51M -$175K -931 -4%
LCAM
1235
London & Capital Asset Management
United Kingdom
$3.51M +$2.89M +15,326 +238%
PFA
1236
Paradigm Financial Advisors
Missouri
$3.48M -$188K -996 -4%
BOS
1237
Bank of Stockton
California
$3.47M -$129K -686 -3%
NCGI
1238
Next Century Growth Investors
Minnesota
$3.46M -$452K -2,400 -10%
FBT
1239
First Bankers Trust
Kentucky
$3.43M +$131K +697 +3%
PFS
1240
Physicians Financial Services
North Carolina
$3.42M -$113K -600 -3%
KJHP
1241
K.J. Harrison & Partners
Ontario, Canada
$3.42M +$650K +3,450 +19%
JSC
1242
Jackson Square Capital
California
$3.41M -$131K -693 -3%
TA
1243
Tiedemann Advisors
New York
$3.4M +$143K +758 +4%
YWP
1244
YorkBridge Wealth Partners
New York
$3.39M -$795K -4,218 -17%
XWM
1245
Xcel Wealth Management
Florida
$3.39M -$212K -1,125 -5%
WC
1246
Wexford Capital
Florida
$3.38M -$2.76M -14,666 -41%
NFT
1247
Nan Fung Trinity
Hong Kong
$3.38M -$4.52M -24,000 -53%
WWM
1248
Western Wealth Management
Colorado
$3.38M +$33.3K +177 +0.9%
PL
1249
Parkwood LLC
Ohio
$3.37M -$81K -430 -2%
BIMC
1250
Benson Investment Management Company
Virginia
$3.37M -$699K -3,710 -15%

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.