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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
SWM
1326
SeaCrest Wealth Management
New York
$2.88M -$809K -4,297 -19%
HI
1327
Horizon Investments
North Carolina
$2.87M -$1.25M -6,659 -27%
1SB
1328
1ST Source Bank
Indiana
$2.86M -$274K -1,455 -8%
AFC
1329
AFT Forsyth & Company
Florida
$2.85M -$268K -1,425 -7%
HAS
1330
HBW Advisory Services
California
$2.85M -$8.1K -43 -0.2%
MOS
1331
MGO One Seven
Ohio
$2.85M +$139K +738 +4%
CIAS
1332
Capital Investment Advisory Services
North Carolina
$2.85M +$1.25M +6,653 +60%
SM
1333
SG3 Management
Puerto Rico
$2.84M +$2.78M +14,750 +509%
CCA
1334
Checchi Capital Advisers
California
$2.84M -$316K -1,676 -9%
AA
1335
Auxano Advisors
Washington
$2.84M +$3.32M +17,620 New
PTC
1336
Private Trust Company
Ohio
$2.83M -$2.89M -15,341 -47%
SAM
1337
Security Asset Management
New York
$2.83M -$390K -2,070 -11%
EH
1338
Equitable Holdings
New York
$2.83M +$20.3K +108 +0.6%
GA
1339
Gateway Advisory
New Jersey
$2.83M +$3.31M +17,560 New
AF
1340
Advisornet Financial
Minnesota
$2.82M -$27.9K -148 -0.8%
WBC
1341
West Branch Capital
Massachusetts
$2.81M -$69.9K -371 -2%
GLR
1342
Great Lakes Retirement
Ohio
$2.79M -$1.05M -5,567 -24%
PP
1343
Pegasus Partners
Wisconsin
$2.78M -$54.6K -290 -2%
GCM
1344
Geneva Capital Management
Wisconsin
$2.78M +$3.25M +17,253 New
PFS
1345
Prospera Financial Services
Texas
$2.78M +$317K +1,681 +11%
NFG
1346
Next Financial Group
Texas
$2.77M +$151K +804 +5%
SCC
1347
Steel Canyon Capital
Arizona
$2.77M +$3.23M +17,172 New
GCM
1348
Gables Capital Management
Florida
$2.77M +$87.4K +464 +3%
WG
1349
Watchman Group
Texas
$2.76M -$85.7K -455 -3%
NAM
1350
NTV Asset Management
West Virginia
$2.76M -$231K -1,225 -7%

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.