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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
GCC
1551
Guardian Capital (Canada)
Ontario, Canada
$1.8M +$188K +998 +10%
IBOK
1552
Independence Bank of Kentucky
Kentucky
$1.8M -$6.59K -35 -0.3%
P
1553
&Partners
Tennessee
$1.8M -$267K -1,415 -11%
AAS
1554
Annex Advisory Services
Wisconsin
$1.79M +$23.5K +125 +1%
SC
1555
Sawyer & Company
Massachusetts
$1.79M +$895K +4,750 +75%
VCP
1556
Verus Capital Partners
Arizona
$1.79M +$36K +191 +2%
LSV Asset Management
1557
LSV Asset Management
Illinois
$1.79M -$37.7K -200 -2%
EBT
1558
Enterprise Bank & Trust
Massachusetts
$1.79M -$98.5K -523 -5%
GLAM
1559
Gardner Lewis Asset Management
Pennsylvania
$1.78M +$2.09M +11,078 New
WB
1560
WesBanco Bank
West Virginia
$1.78M -$251K -1,335 -11%
TA
1561
TFG Advisers
Michigan
$1.78M +$1.51K +8 +0.1%
CWAG
1562
Compton Wealth Advisory Group
Virginia
$1.77M -$87K -462 -4%
HAI
1563
Hennessy Advisors Inc
California
$1.76M -$853K -4,529 -29%
RCAG
1564
Rehmann Capital Advisory Group
Michigan
$1.76M +$2.06M +10,947 New
BAM
1565
Belpointe Asset Management
Nevada
$1.76M -$723K -3,836 -26%
FC
1566
Ferris Capital
Massachusetts
$1.76M +$855K +4,540 +71%
SHWM
1567
Silicon Hills Wealth Management
Texas
$1.75M +$2.05M +10,876 +135,950%
FLI
1568
Family Legacy Inc
South Carolina
$1.75M +$87.2K +463 +4%
CDH
1569
Charles D. Hyman
$1.74M +$5.09K +27 +0.3%
UIM
1570
USS Investment Management
United Kingdom
$1.74M
LD
1571
Lipe & Dalton
New York
$1.73M -$48K -255 -2%
ARMT
1572
Amica Retiree Medical Trust
Rhode Island
$1.73M +$411K +2,182 +26%
TWI
1573
Thomas White International
Illinois
$1.73M -$75.4K -400 -4%
MFG
1574
MidWestOne Financial Group
Iowa
$1.71M +$13.6K +72 +0.7%
SFA
1575
Souders Financial Advisors
Ohio
$1.71M +$2M +10,623 New

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.