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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
CNBT
1376
Canandaigua National Bank & Trust
New York
$2.6M -$1.18M -6,275 -28%
AWM
1377
Avior Wealth Management
Nebraska
$2.6M -$705K -3,740 -19%
BCM
1378
Barometer Capital Management
Ontario, Canada
$2.59M -$6.99M -37,127 -70%
SW
1379
SkyOak Wealth
Michigan
$2.59M -$3.7M -19,664 -55%
WCM
1380
Washburn Capital Management
Florida
$2.59M -$136K -723 -4%
PCA
1381
Personal Capital Advisors
California
$2.59M +$29.8K +158 +1%
MF
1382
Manchester Financial
California
$2.58M -$270K -1,435 -8%
BAC
1383
Boys Arnold & Co
North Carolina
$2.58M -$320K -1,700 -10%
CFS
1384
CRA Financial Services
New Jersey
$2.57M +$57.3K +304 +2%
TCOK
1385
Trust Company of Kansas
Kansas
$2.56M +$151K +800 +5%
GRP
1386
Global Retirement Partners
California
$2.56M -$488K -2,591 -14%
RFA
1387
Reilly Financial Advisors
California
$2.55M +$27.9K +148 +0.9%
CANC
1388
Culbertson A N & Co
Virginia
$2.55M +$52.9K +281 +2%
FMTCOCP
1389
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.55M +$41.4K +220 +1%
FPS
1390
Fieldpoint Private Securities
Connecticut
$2.55M +$77.4K +411 +3%
IIA
1391
ICW Investment Advisors
Arizona
$2.55M -$52.9K -281 -2%
LCM
1392
Landscape Capital Management
New Jersey
$2.54M +$2.97M +15,767 New
RCM
1393
RB Capital Management
Nevada
$2.54M +$114K +605 +4%
TW
1394
TrinityPoint Wealth
Connecticut
$2.52M -$195K -1,037 -6%
CPC
1395
Congress Park Capital
New York
$2.51M +$75.5K +401 +3%
LCH
1396
Lee Capital Holdings
New York
$2.51M +$1.99M +10,570 +211%
CCM
1397
Cox Capital Management
Massachusetts
$2.47M
TAMH
1398
Taikang Asset Management (HK)
Hong Kong
$2.47M +$405K +2,150 +16%
Bank Julius Baer & Co
1399
Bank Julius Baer & Co
Switzerland
$2.47M +$2.89M +15,335 New
AC
1400
Asio Capital
Kentucky
$2.47M +$139K +736 +5%

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.