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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
GC
1276
GFG Capital
Florida
$3.18M +$176K +933 +5%
AssetMark Inc
1277
AssetMark Inc
California
$3.18M +$2.56M +13,573 +219%
MHC
1278
Meyer Handelman Company
New York
$3.17M
CWM
1279
CMH Wealth Management
New Hampshire
$3.17M +$57.8K +307 +2%
EFS
1280
Essex Financial Services
Connecticut
$3.17M -$418K -2,221 -10%
O
1281
Ossiam
France
$3.15M +$354K +1,877 +11%
Cetera Investment Advisers
1282
Cetera Investment Advisers
Illinois
$3.15M +$25.6K +136 +0.7%
TLP
1283
Trinity Legacy Partners
Texas
$3.15M +$282K +1,496 +8%
DPIM
1284
Duff & Phelps Investment Management
Illinois
$3.15M +$60.3K +320 +2%
NAM
1285
Nexpoint Asset Management
Texas
$3.14M -$2.17M -11,500 -37%
OLA
1286
Oliver Luxxe Assets
New Jersey
$3.13M +$964K +5,118 +40%
BCM
1287
Buckhead Capital Management
Georgia
$3.13M +$1.8M +9,554 +97%
JIC
1288
Johnson Investment Counsel
Ohio
$3.12M -$181K -963 -5%
MM
1289
Meridian Management
Arkansas
$3.12M +$55.8K +296 +2%
HAIM
1290
Hunter Associates Investment Management
Pennsylvania
$3.11M +$51.8K +275 +1%
FFM
1291
Fullerton Fund Management
Singapore
$3.11M -$4.17M -22,148 -53%
IRAG
1292
Investment Research & Advisory Group
Georgia
$3.09M -$104K -552 -3%
KHLMTHM
1293
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.08M +$929K +4,930 +35%
MWM
1294
Minot Wealth Management
Massachusetts
$3.07M +$131K +698 +4%
MCP
1295
Mirador Capital Partners
California
$3.07M +$345K +1,830 +12%
HAG
1296
HighPoint Advisor Group
Illinois
$3.06M +$6.03K +32 +0.2%
SCM
1297
Snyder Capital Management
California
$3.04M -$115K -611 -3%
FCM
1298
Fairbanks Capital Management
California
$3.04M +$2.53M +13,418 +247%
TPA
1299
Trivium Point Advisory
Connecticut
$3.04M -$30.9K -164 -0.9%
SXL
1300
Summit X LLC
Missouri
$3.03M +$690K +3,663 +24%

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.