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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
HIC
1726
Holderness Investments Company
North Carolina
$1.23M -$178K -945 -11%
CRWM
1727
Castle Rock Wealth Management
California
$1.23M -$1.05M -5,591 -45%
CL
1728
CIM LLC
New York
$1.23M -$46K -244 -3%
CCM
1729
Community Capital Management
Florida
$1.23M
KC
1730
Kingfisher Capital
North Carolina
$1.22M +$283K +1,502 +25%
GFS
1731
GYL Financial Synergies
Connecticut
$1.22M -$210K -1,116 -13%
OMC
1732
Old Mission Capital
Illinois
$1.22M +$1.42M +7,557 New
GDP
1733
Great Diamond Partners
Maine
$1.21M -$79.5K -422 -5%
SCP
1734
Shorepoint Capital Partners
Massachusetts
$1.21M -$17.9K -95 -1%
TC
1735
Trust Company
Kansas
$1.21M -$183K -972 -11%
CG
1736
Cutler Group
California
$1.21M +$871K +4,623 +161%
IP
1737
Intellectus Partners
California
$1.2M -$468K -2,482 -25%
FHC
1738
First Heartland Consultants
Missouri
$1.2M -$200K -1,061 -13%
PB
1739
Pinnacle Bancorp
Nebraska
$1.19M +$48K +255 +4%
RWM
1740
Ritholtz Wealth Management
New York
$1.19M +$313K +1,662 +29%
BFO
1741
Biltmore Family Office
North Carolina
$1.19M +$44.3K +235 +3%
EP
1742
Eudaimonia Partners
Tennessee
$1.19M +$271K +1,441 +24%
DIM
1743
Delta Investment Management
California
$1.18M +$712K +3,782 +106%
DC
1744
DeDora Capital
California
$1.18M +$42.6K +226 +3%
LWAC
1745
Laurel Wealth Advisors (California)
California
$1.18M -$94.6K -502 -6%
MFG
1746
Merit Financial Group
Georgia
$1.18M +$68K +361 +5%
KFS
1747
Kurt F. Somerville
$1.17M +$301K +1,600 +28%
DBIA
1748
Dumont & Blake Investment Advisors
New Jersey
$1.17M +$29K +154 +2%
CC
1749
Copperleaf Capital
North Carolina
$1.15M -$139K -736 -9%
SBSB
1750
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.15M +$66.1K +351 +5%

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.