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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
BCFS
1426
Butensky & Cohen Financial Security
Florida
$2.33M -$180K -958 -6%
IAS
1427
IMA Advisory Services
Colorado
$2.33M -$668K -3,544 -20%
CCM
1428
Compton Capital Management
Rhode Island
$2.32M +$264K +1,400 +11%
NFG
1429
Nations Financial Group
Iowa
$2.32M +$1.49M +7,932 +122%
SB
1430
Simmons Bank
Arkansas
$2.32M +$77.4K +411 +3%
IIM
1431
Intact Investment Management
Quebec, Canada
$2.32M -$37.7K -200 -1%
SF
1432
Symphony Financial
Texas
$2.32M +$2.64M +13,991 New
PHS
1433
Pekin Hardy Strauss
Illinois
$2.31M -$51.8K -275 -2%
MCM
1434
Monument Capital Management
Virginia
$2.31M -$41.4K -220 -2%
VPIM
1435
Vanguard Personalized Indexing Management
California
$2.31M +$2.7M +14,326 New
CH
1436
Canton Hathaway
Rhode Island
$2.31M -$211K -1,120 -7%
PIM
1437
Profit Investment Management
Maryland
$2.3M
SMG
1438
Spectrum Management Group
Indiana
$2.3M +$2.59M +13,759 +2,693%
RIM
1439
Rampart Investment Management
Connecticut
$2.29M -$3.92M -20,794 -59%
NB
1440
NBT Bank
New York
$2.29M +$20.9K +111 +0.8%
M
1441
Mirova
France
$2.28M +$1.1M +5,852 +70%
MWM
1442
Meridian Wealth Management
Kentucky
$2.28M -$310K -1,643 -10%
MIC
1443
Means Investment Company
Maine
$2.28M -$56.9K -302 -2%
PCM
1444
Penserra Capital Management
California
$2.27M -$6.26M -33,249 -73%
BFA
1445
Benedict Financial Advisors
Georgia
$2.27M -$29.4K -156 -1%
ZB
1446
Zions Bancorporation
Utah
$2.25M +$233K +1,235 +10%
RCA
1447
Resonant Capital Advisors
Wisconsin
$2.25M +$92.5K +491 +4%
MC
1448
Martin & Co
Tennessee
$2.25M +$25.6K +136 +1%
JI
1449
Jeereddi Investments
California
$2.24M
MBT
1450
Montecito Bank & Trust
California
$2.24M -$91.6K -486 -3%

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.