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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
NAMP
1701
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.3M -$272K -1,443 -15%
ITIM
1702
Indiana Trust & Investment Management
Indiana
$1.3M -$12.2K -65 -0.8%
COF
1703
Capital One Financial
Virginia
$1.3M +$1.52M +8,045 New
SMC
1704
Smith, Moore & Co
Missouri
$1.29M -$221K -1,174 -13%
BAM
1705
Beaumont Asset Management
Texas
$1.29M -$37.3K -198 -2%
RCM
1706
Radnor Capital Management
Pennsylvania
$1.29M
BOM
1707
Bank of Marin
California
$1.29M +$2.07K +11 +0.1%
UBG
1708
United Bank (Georgia)
Georgia
$1.28M -$481K -2,553 -24%
RCM
1709
RNC Capital Management
California
$1.28M +$492K +2,614 +49%
EFSCE
1710
Enterprise Financial Services Corp (EFSC)
Missouri
$1.28M +$7.35K +39 +0.5%
EGA
1711
E&G Advisors
Texas
$1.28M -$20K -106 -1%
OC
1712
Oakworth Capital
Alabama
$1.27M +$172K +914 +13%
AWCI
1713
Alpine Woods Capital Investors
New York
$1.26M +$702K +3,726 +90%
AIM
1714
Axiom Investment Management
New York
$1.26M -$287K -1,521 -16%
FPFS
1715
First Personal Financial Services
North Carolina
$1.26M -$23.4K -124 -2%
NDSI
1716
Newman Dignan & Sheerar Inc
Rhode Island
$1.26M +$46.3K +246 +3%
BMO
1717
Beck Mack & Oliver
New York
$1.26M -$447K -2,375 -23%
RMAM
1718
Raab & Moskowitz Asset Management
New Jersey
$1.25M +$151K +799 +11%
PCMC
1719
Private Capital Management (Colorado)
Colorado
$1.25M +$67.1K +356 +5%
WAS
1720
Wesleyan Assurance Society
United Kingdom
$1.25M +$1.46M +7,750 New
AIC
1721
Ameritas Investment Company
Nebraska
$1.25M +$1.01M +5,352 +203%
MCC
1722
Malaga Cove Capital
California
$1.24M +$182K +968 +15%
WCF
1723
West Coast Financial
California
$1.24M +$101K +536 +8%
SFA
1724
Semmax Financial Advisors
North Carolina
$1.24M -$77.8K -413 -5%
PGIM
1725
Pacific Global Investment Management
California
$1.23M -$453K -2,405 -24%

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.