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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
DA
1251
Doliver Advisors
Texas
$3.37M +$508K +2,699 +16%
IMOV
1252
Investment Management of Virginia
Virginia
$3.37M -$517K -2,743 -12%
KA
1253
Kintegral Advisory
New York
$3.35M +$438K +2,325 +13%
S
1254
SignatureFD
Georgia
$3.34M +$358K +1,901 +10%
IWM
1255
IHT Wealth Management
Illinois
$3.33M +$343K +1,822 +10%
CIA
1256
Capital Investment Advisors
Georgia
$3.33M +$99.5K +528 +3%
FIM
1257
Fernwood Investment Management
Massachusetts
$3.31M -$14.3K -76 -0.4%
LSPW
1258
Lake Street Private Wealth
Illinois
$3.31M +$25.4K +135 +0.7%
SCA
1259
Stokes Capital Advisors
South Carolina
$3.31M -$15.1K -80 -0.4%
EWM
1260
Endurance Wealth Management
Rhode Island
$3.31M +$3.01K +16 +0.1%
BCM
1261
BTC Capital Management
Iowa
$3.31M -$162K -860 -4%
BSW
1262
Buckingham Strategic Wealth
Missouri
$3.3M -$659K -3,497 -15%
DAS
1263
Dynamic Advisor Solutions
Arizona
$3.29M -$1.06M -5,631 -22%
IFG
1264
Independent Financial Group
California
$3.29M +$3.84M +20,393 New
LWMM
1265
Legacy Wealth Management (Mississippi)
Mississippi
$3.25M +$607K +3,220 +19%
RC
1266
Roundview Capital
New Jersey
$3.23M +$1.26M +6,700 +50%
PCP
1267
Proficio Capital Partners
Massachusetts
$3.22M +$388K +2,060 +12%
GCM
1268
Glynn Capital Management
California
$3.22M
NG
1269
NWK Group
California
$3.21M +$93.2K +495 +3%
PH
1270
Pinnacle Holdings
Oklahoma
$3.21M +$222K +1,179 +6%
CCG
1271
Ceeto Capital Group
Florida
$3.2M +$179K +951 +5%
SI
1272
Shaker Investments
Ohio
$3.2M -$23.4K -124 -0.6%
ZCA
1273
Zeke Capital Advisors
Pennsylvania
$3.19M -$12.3M -65,305 -77%
MCM
1274
Maryland Capital Management
Maryland
$3.19M +$2.93M +15,576 +369%
ECAM
1275
East Coast Asset Management
Massachusetts
$3.19M -$351K -1,864 -9%

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.