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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
ESB
1476
Essex Savings Bank
Connecticut
$2.13M -$19.8K -105 -0.8%
FSA
1477
Fort Sheridan Advisors
Illinois
$2.12M -$28.3K -150 -1%
FMT
1478
First Mercantile Trust
Tennessee
$2.12M -$129K -684 -5%
PWPS
1479
Pinnacle Wealth Planning Services
Ohio
$2.12M +$141K +748 +6%
SCM
1480
Seascape Capital Management
New Hampshire
$2.12M -$23.5K -125 -0.9%
SCM
1481
Spreng Capital Management
Ohio
$2.11M +$25.8K +137 +1%
LSA
1482
L & S Advisors
California
$2.1M -$2.92M -15,484 -54%
CA
1483
Clearstead Advisors
Ohio
$2.1M -$245K -1,302 -9%
BJL
1484
Brighton Jones LLC
Washington
$2.1M -$189K -1,002 -7%
TWM
1485
Tolleson Wealth Management
Texas
$2.1M -$7.72K -41 -0.3%
Jacobs Levy Equity Management
1486
Jacobs Levy Equity Management
New Jersey
$2.09M +$722K +3,833 +42%
GBT
1487
Grove Bank & Trust
Florida
$2.09M +$149K +791 +6%
OAM
1488
Oak Asset Management
California
$2.07M +$236K +1,254 +11%
Tudor Investment Corp
1489
Tudor Investment Corp
Connecticut
$2.07M +$2.42M +12,820 New
ACM
1490
Ativo Capital Management
Illinois
$2.06M +$420K +2,228 +21%
GEA
1491
Glen Eagle Advisors
New Jersey
$2.06M -$527K -2,798 -18%
SIM
1492
Sonora Investment Management
Arizona
$2.06M +$419K +2,224 +21%
QI
1493
Qtron Investments
Massachusetts
$2.04M +$320K +1,700 +15%
SW
1494
StrongBox Wealth
Missouri
$2.04M +$2.39M +12,675 New
GTAM
1495
Global Trust Asset Management
Florida
$2.03M -$640K -3,400 -22%
SC
1496
Savant Capital
Illinois
$2.02M +$76.1K +404 +3%
SCA
1497
Strategic Capital Advisers
Colorado
$2.02M +$6.03K +32 +0.3%
EI
1498
Ethic Inc
New York
$2.02M +$344K +1,828 +17%
IA
1499
IndexIQ Advisors
New York
$2.02M +$2.25M +11,920 +1,997%
IUHSA
1500
Itau Unibanco Holding S.A.
Brazil
$2.02M -$1.4M -7,445 -37%

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.