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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
TGAM
1301
TBH Global Asset Management
Tennessee
$3.03M -$815K -4,324 -19%
OAM
1302
Origin Asset Management
United Kingdom
$3.03M -$8.76M -46,500 -71%
MS
1303
Mizuho Securities
Japan
$3.02M -$9.22M -48,930 -72%
LCP
1304
Legacy Capital Partners
Wisconsin
$3.01M -$87K -462 -2%
AAMA
1305
Advanced Asset Management Advisors
Ohio
$3.01M
BKA
1306
Brick & Kyle Associates
Pennsylvania
$3M -$925K -4,909 -21%
WAS
1307
Winch Advisory Services
Wisconsin
$2.99M +$406K +2,157 +13%
BEC
1308
Blue Edge Capital
Virginia
$2.99M +$876K +4,651 +33%
AIM
1309
AIA Investment Management
Singapore
$2.99M +$198K +1,052 +6%
KA
1310
Kovack Advisors
Florida
$2.98M +$7.72K +41 +0.2%
VLC
1311
Van Leeuwen & Company
New Jersey
$2.95M -$408K -2,164 -11%
CWG
1312
Cornerstone Wealth Group
North Carolina
$2.95M +$779K +4,136 +29%
AC
1313
AMS Capital
Brazil
$2.94M +$2.93M +15,580 +581%
TVWM
1314
Tower View Wealth Management
Wisconsin
$2.93M +$16.4K +87 +0.5%
SFM
1315
Signet Financial Management
New Jersey
$2.91M -$164K -869 -5%
SOAMC
1316
Spirit of America Management Corp
New York
$2.91M +$47.1K +250 +1%
WPW
1317
Waldron Private Wealth
Pennsylvania
$2.91M +$896K +4,756 +36%
WPC
1318
White Pine Capital
Minnesota
$2.9M +$30.3K +161 +0.9%
SACTSONJ
1319
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.9M
DP
1320
Dearborn Partners
Illinois
$2.9M -$64K -340 -2%
TCA
1321
Transcend Capital Advisors
New Jersey
$2.89M -$5.28K -28 -0.2%
SCP
1322
Stamos Capital Partners
California
$2.88M +$1.37M +7,264 +68%
CNBTD
1323
Citizens National Bank Trust Department
Mississippi
$2.88M +$3.37M +17,888 New
HSA
1324
HBK Sorce Advisory
Pennsylvania
$2.88M +$22K +117 +0.7%
P3I
1325
Progeny 3 Inc
Washington
$2.88M +$3.36M +17,850 New

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.