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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
CU
1776
CQS (US)
New York
$1.09M -$142K -756 -10%
WLPWM
1777
Walled Lake Planning & Wealth Management
Illinois
$1.09M +$61.2K +325 +5%
CCB
1778
Cutter & Co Brokerage
Missouri
$1.08M +$476K +2,525 +65%
PSP
1779
Principal Street Partners
Tennessee
$1.08M -$107K -566 -8%
NIT
1780
NumerixS Investment Technologies
British Columbia, Canada
$1.08M -$3.15M -16,707 -71%
CA
1781
Calton & Associates
Florida
$1.08M -$148K -783 -10%
MFG
1782
Magnus Financial Group
New York
$1.07M -$94.9K -504 -7%
RFN
1783
RDA Financial Network
Iowa
$1.07M -$82.1K -436 -6%
RT
1784
Rockland Trust
Massachusetts
$1.07M -$20K -106 -2%
BO
1785
BRR OpCo
Ohio
$1.06M +$74.8K +397 +6%
SIM
1786
Spark Investment Management
New York
$1.06M -$2.81M -14,900 -69%
SAG
1787
Spotlight Asset Group
Illinois
$1.06M -$809K -4,296 -39%
GLA
1788
Good Life Advisors
Pennsylvania
$1.06M -$161K -856 -11%
CIM
1789
CenturyLink Investment Management
Colorado
$1.06M
CWM
1790
Confluence Wealth Management
Oregon
$1.06M -$60.1K -319 -5%
FSA
1791
Financial Sense Advisors
California
$1.06M +$1.24M +6,556 New
BCM
1792
Breiter Capital Management
Florida
$1.05M +$728K +3,863 +146%
NEIRG
1793
New England Investment & Retirement Group
Massachusetts
$1.04M -$10.5K -56 -0.9%
BCI
1794
Brinker Capital Investments
Pennsylvania
$1.04M -$255K -1,356 -17%
AWA
1795
Arkadios Wealth Advisors
Georgia
$1.04M -$314K -1,668 -21%
HA
1796
Harfst & Associates
Wyoming
$1.04M +$65.4K +347 +6%
BCM
1797
Blume Capital Management
California
$1.03M -$11.7K -62 -1%
PFGIA
1798
Patriot Financial Group Insurance Agency
Massachusetts
$1.03M +$356K +1,891 +42%
MFP
1799
Meridian Financial Partners
Virginia
$1.03M +$98.7K +524 +9%
SDWIA
1800
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.02M +$79.5K +422 +7%

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.