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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
EWM
1801
Elite Wealth Management
Washington
$1.02M +$1.19M +6,338 New
ISWM
1802
Independent Solutions Wealth Management
New York
$1.02M +$100K +531 +9%
CWM
1803
Cornerstone Wealth Management
Missouri
$1.02M -$34.3K -182 -3%
ECG
1804
Edge Capital Group
Georgia
$1.01M +$364K +1,933 +44%
WC
1805
Waterloo Capital
Texas
$1.01M +$1.18M +6,287 New
KWM
1806
Keebeck Wealth Management
Illinois
$1.01M +$546K +2,898 +86%
QIM
1807
Quantitative Investment Management
Virginia
$1.01M -$25.6M -136,117 -96%
BBNA
1808
Bremer Bank National Association
Minnesota
$1.01M -$76.3K -405 -6%
GP
1809
Geneva Partners
Wisconsin
$1.01M -$257K -1,362 -18%
CA
1810
Cambridge Advisors
Nebraska
$1.01M +$103K +545 +10%
LDFR
1811
Lehman & Derafelo Financial Resources
Pennsylvania
$1M +$330K +1,750 +39%
WP
1812
WealthPLAN Partners
Nebraska
$1M +$467K +2,477 +81%
CAAS
1813
Capital Asset Advisory Services
Michigan
$1M +$56.9K +302 +6%
SAMC
1814
Spectrum Asset Management (California)
California
$1M -$217K -1,150 -16%
LB
1815
Legacy Bridge
Iowa
$997K -$135K -716 -10%
C
1816
Certuity
Florida
$995K -$173K -917 -13%
MCM
1817
MV Capital Management
Maryland
$992K +$87.4K +464 +8%
WA
1818
Wealth Alliance
New York
$992K +$1.16M +6,157 New
FWM
1819
Foresight Wealth Management
Utah
$989K +$27.5K +146 +2%
BCM
1820
Brasada Capital Management
Texas
$989K +$29.4K +156 +3%
MCL
1821
MIK Capital LP
New York
$988K +$1.15M +6,129 New
BSA
1822
Braun Stacey Associates
New York
$986K -$138K -730 -11%
EWM
1823
Executive Wealth Management
Michigan
$982K -$150K -797 -12%
PC
1824
PA Capital
Virginia
$982K -$10.9K -58 -0.9%
JWCA
1825
J.W. Coons Advisors
Ohio
$982K +$1.15M +6,104 New

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.