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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
OIA
1751
Optimum Investment Advisors
Illinois
$1.15M -$322K -1,709 -19%
CP
1752
Covenant Partners
Tennessee
$1.15M +$13K +69 +1%
MWVC
1753
Morgens Waterfall Vintiadis & Co
New York
$1.14M -$1.09M -5,800 -45%
PA
1754
Procyon Advisors
Connecticut
$1.14M -$121K -640 -8%
BLAM
1755
Bourne Lent Asset Management
New York
$1.14M +$113K +600 +9%
CCMW
1756
Cypress Capital Management (Wyoming)
Wyoming
$1.14M -$62.4K -331 -4%
GWM
1757
Gray Wealth Management
Maine
$1.13M +$1.33M +7,055 New
NJBEST
1758
New Jersey Better Educational Savings Trust
New Jersey
$1.13M
VFM
1759
Viking Fund Management
North Dakota
$1.13M
BA
1760
Birinyi Associates
Connecticut
$1.12M -$287K -1,525 -18%
BOC
1761
Barbara Oil Co
Illinois
$1.12M
BS
1762
Boenning & Scattergood
Pennsylvania
$1.12M +$195K +1,037 +18%
AWS
1763
AJ Wealth Strategies
New York
$1.12M +$1.31M +6,954 New
CB
1764
Community Bank
New York
$1.11M +$42.4K +225 +3%
RWM
1765
RBA Wealth Management
California
$1.11M +$562K +2,984 +77%
GW
1766
GW & Wade
Massachusetts
$1.1M -$91.4K -485 -7%
SVWAG
1767
Sound View Wealth Advisors Group
Georgia
$1.1M +$25.8K +137 +2%
AIM
1768
Aspen Investment Management
Michigan
$1.1M -$247K -1,310 -16%
MF
1769
Magnetar Financial
Illinois
$1.1M +$1.29M +6,830 New
BWM
1770
Bernicke Wealth Management
Wisconsin
$1.1M +$29.2K +155 +2%
BA
1771
Bridgewater Associates
Connecticut
$1.1M +$1.28M +6,805 New
Simplex Trading
1772
Simplex Trading
Illinois
$1.09M +$1.28M +6,802 New
MWM
1773
Mattern Wealth Management
Kansas
$1.09M +$53.3K +283 +4%
JIC
1774
Joel Isaacson & Co
New York
$1.09M +$372K +1,974 +41%
CPSC
1775
Carl P. Sherr & Co
Massachusetts
$1.09M -$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.