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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
UH
1651
Unigestion Holding
Switzerland
$1.44M +$1.69M +8,962 New
CIP
1652
Convergence Investment Partners
Florida
$1.44M -$497K -2,637 -23%
IWS
1653
Insight Wealth Strategies
California
$1.44M -$2.51M -13,341 -60%
HEIP
1654
Hudson Edge Investment Partners
New Jersey
$1.44M -$35.8K -190 -2%
FIB
1655
First Interstate Bank
Montana
$1.43M -$207K -1,098 -11%
MLIC
1656
Mandatum Life Insurance Company
Finland
$1.43M +$377K +2,000 +29%
WP
1657
WealthSource Partners
California
$1.43M +$8.85K +47 +0.5%
SLF
1658
Sun Life Financial
Ontario, Canada
$1.43M +$14.9K +79 +0.9%
ATPW
1659
Ashton Thomas Private Wealth
Arizona
$1.42M +$445K +2,360 +36%
BWL
1660
Bogart Wealth LLC
Virginia
$1.42M +$882K +4,680 +113%
PCG
1661
Private Capital Group
Connecticut
$1.42M +$295K +1,568 +22%
DBRC
1662
D.B. Root & Company
Pennsylvania
$1.42M +$367K +1,948 +28%
RA
1663
Rational Advisors
New York
$1.41M -$2.36M -12,530 -59%
TA
1664
Townsend & Associates
Colorado
$1.4M +$62.7K +333 +4%
WIA
1665
Westbourne Investment Advisors
Maryland
$1.4M -$18.8K -100 -1%
RDWM
1666
Red Door Wealth Management
Tennessee
$1.4M +$417K +2,214 +34%
DI
1667
DAGCO Inc
Ohio
$1.4M +$18.8K +100 +1%
AA
1668
Argent Advisors
Louisiana
$1.4M -$91.2K -484 -5%
CA
1669
Callahan Advisors
Texas
$1.4M +$160K +850 +11%
AC
1670
Arjuna Capital
North Carolina
$1.4M +$119K +634 +8%
CCM
1671
Canal Capital Management
Virginia
$1.4M +$575K +3,055 +55%
LFA
1672
Lighthouse Financial Advisors
Maryland
$1.39M -$52.9K -281 -3%
EGM
1673
Engineers Gate Manager
New York
$1.39M -$3.97M -21,080 -71%
NF
1674
Nikulski Financial
Iowa
$1.39M +$159K +846 +11%
SIM
1675
Sterling Investment Management
Arizona
$1.39M -$19K -101 -1%

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.