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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
DJSG
1451
D.J. St. Germain
Massachusetts
$2.24M -$65.4K -347 -2%
IAIM
1452
International Assets Investment Management
Florida
$2.23M +$3.54M +18,798 New
BC
1453
Bartlett & Co
Ohio
$2.22M +$2.6M +13,790 New
BCWM
1454
Bartlett & Co Wealth Management
Ohio
$2.22M -$105K -557 -4%
HIM
1455
HawsGoodwin Investment Management
Tennessee
$2.22M -$347K -1,843 -12%
AOWM
1456
Alpha Omega Wealth Management
Virginia
$2.22M -$80.3K -426 -3%
ANRIA
1457
American National Registered Investment Advisor
Texas
$2.22M
HCM
1458
Harvey Capital Management
Florida
$2.21M -$58.4K -310 -2%
BPCA
1459
Bank Pictet & Cie (Asia)
Singapore
$2.2M +$132K +703 +5%
Boston Partners
1460
Boston Partners
Massachusetts
$2.19M +$1.88M +10,000 +278%
AT
1461
Arden Trust
Delaware
$2.19M -$68.2K -362 -3%
TSW
1462
Thompson Siegel & Walmsley
Virginia
$2.19M -$37.7K -200 -1%
TCM
1463
Tuttle Capital Management
Connecticut
$2.19M -$900K -4,776 -26%
BST
1464
Bath Savings Trust
Maine
$2.19M +$200K +1,060 +8%
RC
1465
RegentAtlantic Capital
New Jersey
$2.18M +$330K +1,754 +15%
ST
1466
Smithfield Trust
Pennsylvania
$2.17M -$99.7K -529 -4%
AFP
1467
Ausdal Financial Partners
Iowa
$2.17M +$31.8K +169 +1%
EWM
1468
Evermay Wealth Management
Virginia
$2.16M +$225K +1,192 +10%
HFM
1469
Hartford Financial Management
Connecticut
$2.16M -$468K -2,486 -16%
GI
1470
Glovista Investments
New Jersey
$2.16M +$507K +2,691 +25%
CWM
1471
Chesapeake Wealth Management
Virginia
$2.16M +$37.3K +198 +2%
CGL
1472
Clarius Group LLC
Washington
$2.14M +$96.6K +513 +4%
EM
1473
Excalibur Management
Massachusetts
$2.14M +$124K +660 +5%
GC
1474
Grace Capital
Massachusetts
$2.14M +$317K +1,681 +15%
CFM
1475
Coronation Fund Managers
South Africa
$2.13M +$1.04M +5,547 +72%

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.