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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
VLKIM
1576
Van Lanschot Kempen Investment Management
Netherlands
$1.7M -$1.5M -7,985 -43%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1577
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.7M +$602K +3,196 +44%
SFO
1578
Stokes Family Office
Louisiana
$1.69M +$13.2K +70 +0.7%
1WA
1579
180 Wealth Advisors
Washington
$1.69M +$198K +1,052 +11%
GCA
1580
Genesee Capital Advisors
New York
$1.68M -$412K -2,186 -17%
GIA
1581
Gladstone Institutional Advisory
Florida
$1.68M +$640K +3,397 +48%
TFS
1582
TrustCore Financial Services
Tennessee
$1.67M +$135K +718 +7%
OCM
1583
Ogborne Capital Management
California
$1.67M -$8.77M -46,534 -82%
GG
1584
Greenwood Gearhart
Arkansas
$1.67M +$1.96M +10,379 New
KMWM
1585
Keudell/Morrison Wealth Management
Oregon
$1.67M +$27.7K +147 +1%
ECM
1586
Evergreen Capital Management
Washington
$1.67M -$58.8K -312 -3%
WAP
1587
Wealthcare Advisory Partners
Pennsylvania
$1.66M -$75K -398 -4%
FFN
1588
Focus Financial Network
Minnesota
$1.66M +$181K +960 +10%
FMTC
1589
Farmers & Merchants Trust Company
California
$1.66M +$111K +588 +6%
DL
1590
DOHJ LLC
Washington
$1.66M +$232K +1,231 +14%
MAM
1591
Meeder Asset Management
Ohio
$1.66M +$822K +4,364 +74%
OAM
1592
Ostrum Asset Management
France
$1.66M -$1.68M -8,911 -46%
FWM
1593
Fairhaven Wealth Management
Illinois
$1.66M +$146K +774 +8%
CIM
1594
CIM Investment Management
Pennsylvania
$1.65M -$1.13M -6,011 -37%
ATWA
1595
Arbor Trust Wealth Advisors
Michigan
$1.65M -$27.5K -146 -1%
BRC
1596
Bell Rock Capital
Delaware
$1.63M +$51.4K +273 +3%
CFMC
1597
Curbstone Financial Management Corp
New Hampshire
$1.62M +$979K +5,196 +107%
BWAM
1598
Boyd Watterson Asset Management
Ohio
$1.62M +$105K +557 +6%
RCIM
1599
Russell Clark Investment Management
United Kingdom
$1.61M
NM
1600
Nokota Management
New York
$1.61M +$1.88M +10,000 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.