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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
LAIC
1351
Lederer & Associates Investment Counsel
California
$2.76M -$65.9K -350 -2%
RIM
1352
Regent Investment Management
Kentucky
$2.76M -$32.2K -171 -1%
ACM
1353
Alpha Capital Management
Texas
$2.75M +$94.2K +500 +3%
PLFAM
1354
Pineno Levin & Ford Asset Management
Virginia
$2.74M -$6.03K -32 -0.2%
CCM
1355
Crestwood Capital Management
New York
$2.74M -$2.19M -11,604 -41%
BIM
1356
Baldwin Investment Management
Pennsylvania
$2.72M -$65.9K -350 -2%
SAM
1357
Sandell Asset Management
New York
$2.72M +$1.47M +7,800 +86%
CWA
1358
Clarity Wealth Advisors
California
$2.72M -$99.8K -530 -3%
CICI
1359
Capital Investment Counsel Inc
North Carolina
$2.71M -$37.7K -200 -1%
MWM
1360
Madison Wealth Management
Ohio
$2.71M -$138K -730 -4%
TSWM
1361
Triangle Securities Wealth Management
North Carolina
$2.71M -$61K -324 -2%
CCM
1362
Cinctive Capital Management
New York
$2.7M +$3.16M +16,764 New
AA
1363
Altman Advisors
Illinois
$2.69M -$193K -1,024 -6%
WDA
1364
Wendell David Associates
New Hampshire
$2.69M +$102K +544 +3%
PAMG
1365
Patton Albertson Miller Group
Tennessee
$2.69M -$92.5K -491 -3%
VC
1366
Veracity Capital
Georgia
$2.68M +$240K +1,275 +8%
MCCP
1367
Mission Creek Capital Partners
California
$2.68M -$62.5K -332 -2%
AWM
1368
Altium Wealth Management
New York
$2.65M +$246K +1,305 +9%
GIM
1369
Guardian Investment Management
California
$2.65M +$683K +3,624 +8%
LOPW
1370
Live Oak Private Wealth
North Carolina
$2.65M +$364K +1,934 +13%
S
1371
Surevest
California
$2.65M +$585K +3,106 +23%
VIA
1372
Vident Investment Advisory
Georgia
$2.65M +$2.53M +13,409 +444%
NCM
1373
Northside Capital Management
Oregon
$2.62M
KP
1374
Keel Point
Alabama
$2.62M +$110K +585 +4%
NL
1375
NVWM LLC
Pennsylvania
$2.6M -$697K -3,699 -19%

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.