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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
BS
1501
Bessemer Securities
New York
$2.01M
FAM
1502
Foothills Asset Management
Arizona
$2M -$755K -4,008 -24%
RCA
1503
Rowland Carmichael Advisors
Arizona
$2M -$165K -876 -7%
LSAG
1504
Lake Street Advisors Group
New Hampshire
$2M +$408K +2,165 +21%
CFA
1505
Carroll Financial Associates
North Carolina
$2M +$1.07M +5,654 +84%
IP
1506
Investment Partners
Ohio
$1.99M -$29.6K -157 -1%
SFG
1507
SevenBridge Financial Group
Pennsylvania
$1.99M +$114K +604 +5%
HWM
1508
Hohimer Wealth Management
Washington
$1.97M +$63.9K +339 +3%
WEC
1509
Winslow Evans & Crocker
Massachusetts
$1.97M +$116K +618 +5%
WG
1510
Welch Group
Alabama
$1.97M +$1.16M +6,179 +102%
MSFP
1511
Mark Sheptoff Financial Planning
Connecticut
$1.97M +$14.1K +75 +0.6%
HCM
1512
Hollencrest Capital Management
California
$1.97M +$467K +2,477 +25%
HWA
1513
Heritage Wealth Advisors
Virginia
$1.96M
RCM
1514
Riverpark Capital Management
New York
$1.96M -$835K -4,431 -27%
TH
1515
TCTC Holdings
Texas
$1.95M +$15.8K +84 +0.7%
HTC
1516
Haverford Trust Company
Pennsylvania
$1.95M -$113K -600 -5%
BSB
1517
Bangor Savings Bank
Maine
$1.95M -$46.2K -245 -2%
SFPG
1518
Stonebridge Financial Planning Group
Florida
$1.94M -$81.2K -431 -4%
FDS
1519
Freedom Day Solutions
Texas
$1.93M -$6.41K -34 -0.3%
ACM
1520
Advisors Capital Management
New Jersey
$1.93M +$130K +688 +6%
HCM
1521
Hodges Capital Management
Texas
$1.93M +$59K +313 +3%
TI
1522
Tidal Investments
Wisconsin
$1.93M +$203K +1,078 +10%
IFWM
1523
Institute for Wealth Management
Colorado
$1.92M -$289K -1,535 -11%
LS
1524
Leelyn Smith
Illinois
$1.91M +$417K +2,213 +23%
FHA
1525
First Horizon Advisors
Tennessee
$1.91M -$56.9K -302 -2%

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.