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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
KWA
1676
KCS Wealth Advisory
California
$1.38M +$26.6K +141 +2%
EH
1677
Employers Holdings
Nevada
$1.38M +$574K +3,045 +55%
CWM
1678
Centric Wealth Management
Illinois
$1.38M -$88.2K -468 -5%
PIG
1679
Pantheon Investment Group
California
$1.38M -$95.9K -509 -6%
BPM
1680
Bowling Portfolio Management
Ohio
$1.38M -$65.7K -349 -4%
IC
1681
Inscription Capital
Texas
$1.37M +$1.14M +6,040 +243%
OIA
1682
OneDigital Investment Advisors
Kansas
$1.37M -$107K -566 -6%
Koshinski Asset Management
1683
Koshinski Asset Management
Illinois
$1.37M -$942 -5 -0.1%
AIC
1684
Ayalon Insurance Company
Israel
$1.36M +$63.9K +339 +4%
AUB
1685
Atlantic Union Bankshares
Virginia
$1.36M -$65K -345 -4%
WSC
1686
Wellington Shields & Co
New York
$1.35M +$210K +1,115 +15%
GSWM
1687
Golden State Wealth Management
California
$1.34M +$1.57M +8,330 New
PP
1688
PagnatoKarp Partners
Virginia
$1.34M +$101K +537 +7%
WAS
1689
WESPAC Advisors SoCal
California
$1.34M +$16.2K +86 +1%
SFM
1690
Systematic Financial Management
New Jersey
$1.34M -$377K -2,000 -19%
MCM
1691
Mainstay Capital Management
Michigan
$1.34M -$59.9K -318 -4%
SWM
1692
Sugarloaf Wealth Management
Georgia
$1.33M +$461K +2,445 +42%
KM
1693
Kalos Management
Georgia
$1.33M +$855K +4,538 +156%
AAM
1694
Ascension Asset Management
New York
$1.33M
LPT
1695
Legacy Private Trust
Wisconsin
$1.33M +$71.8K +381 +5%
LPIC
1696
LeJeune Puetz Investment Counsel
Michigan
$1.32M +$80.1K +425 +5%
AFA
1697
Abacus FCF Advisors
Florida
$1.31M -$200K -1,062 -12%
KF
1698
Krilogy Financial
Missouri
$1.31M +$699K +3,708 +84%
CCT
1699
Country Club Trust
Missouri
$1.31M +$3.77K +20 +0.3%
ACM
1700
AlphaStar Capital Management
North Carolina
$1.31M -$262K -1,390 -15%

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.