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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
BCM
1626
Brookstone Capital Management
Illinois
$1.52M -$127K -673 -7%
PPCM
1627
Pillar Pacific Capital Management
California
$1.52M -$17.3K -92 -1%
Verition Fund Management
1628
Verition Fund Management
Connecticut
$1.52M +$1.78M +9,444 New
GP
1629
Greenline Partners
New York
$1.52M -$59.7K -317 -3%
FI
1630
FormulaFolio Investments
Michigan
$1.52M -$304K -1,616 -15%
HMS
1631
Hanseatic Management Services
New Mexico
$1.52M +$774K +4,111 +77%
APWM
1632
Atlas Private Wealth Management
New York
$1.51M +$3.39K +18 +0.2%
AWM
1633
Aries Wealth Management
Maine
$1.51M +$12.2K +65 +0.7%
HIP
1634
Harrell Investment Partners
Texas
$1.51M +$37.5K +199 +2%
ACH
1635
ArrowMark Colorado Holdings
Colorado
$1.5M +$177K +940 +11%
PMFA
1636
Plante Moran Financial Advisors
Michigan
$1.5M +$16.6K +88 +1%
LWM
1637
Laidlaw Wealth Management
New York
$1.49M +$68.4K +363 +4%
VIM
1638
Veritas Investment Management
United Kingdom
$1.49M +$745K +3,954 +75%
FCFC
1639
First Commonwealth Financial Corp
Pennsylvania
$1.48M +$67.1K +356 +4%
NFC
1640
Northeast Financial Consultants
Connecticut
$1.48M +$479K +2,544 +38%
FNT
1641
First Nebraska Trust
Nebraska
$1.47M +$1.36M +7,225 +378%
KPCM
1642
Kings Point Capital Management
New York
$1.47M +$131K +697 +8%
GG
1643
Gofen & Glossberg
Illinois
$1.47M +$78.9K +419 +5%
CPIG
1644
Chicago Partners Investment Group
Illinois
$1.47M +$380K +2,017 +30%
AWA
1645
ARS Wealth Advisors
Florida
$1.47M -$219K -1,162 -11%
PFBT
1646
Parkside Financial Bank & Trust
Missouri
$1.46M +$21.9K +116 +1%
VWM
1647
Venturi Wealth Management
Texas
$1.46M +$486K +2,580 +40%
RMC
1648
Resources Management Corp
Connecticut
$1.46M -$54.4K -289 -3%
AIP
1649
Almanack Investment Partners
Pennsylvania
$1.45M +$922K +4,894 +118%
REMPR
1650
Roof Eidam Maycock Peralta (REMP)
California
$1.45M -$49.9K -265 -3%

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.