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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
OPS
1826
Orion Portfolio Solutions
Nebraska
$980K +$121K +643 +12%
AWM
1827
Avitas Wealth Management
California
$976K -$653K -3,465 -36%
CWM
1828
Circle Wealth Management
New Jersey
$976K +$28.8K +153 +3%
AIC
1829
Archer Investment Corporation
Indiana
$973K +$15.6K +83 +1%
IC
1830
Intersect Capital
California
$972K +$273K +1,449 +32%
HFRG
1831
Houlihan Financial Resource Group
Virginia
$970K +$6.78K +36 +0.6%
ACM
1832
AlphaCrest Capital Management
New York
$967K -$1.49M -7,909 -57%
CCA
1833
Column Capital Advisors
Indiana
$965K -$102K -544 -8%
JFA
1834
JNBA Financial Advisors
Minnesota
$963K -$87K -462 -7%
GIP
1835
Greatmark Investment Partners
Georgia
$960K -$35.6K -189 -3%
PWMG
1836
Prestige Wealth Management Group
New Jersey
$959K +$280K +1,487 +33%
WWM
1837
WT Wealth Management
Arizona
$958K -$30.7K -163 -3%
MC
1838
Maverick Capital
Texas
$954K -$727K -3,861 -39%
IC
1839
InterOcean Capital
Illinois
$953K +$9.61K +51 +0.9%
SWA
1840
SFMG Wealth Advisors
Texas
$949K -$966K -5,126 -47%
CPIA
1841
Cornell Pochily Investment Advisors
New York
$949K +$17.5K +93 +2%
SC
1842
Saturna Capital
Washington
$948K +$1.07M +5,700 New
QCM
1843
Quest Capital Management
Texas
$947K +$139K +740 +14%
BPGAM
1844
BTG Pactual Global Asset Management
Bermuda
$945K -$2.96M -15,695 -73%
BCM
1845
Brown Capital Management
Maryland
$939K
MJP
1846
Michael J. Puzo
$938K -$147K -780 -12%
LWA
1847
Lenox Wealth Advisors
New York
$933K +$17.3K +92 +2%
TCM
1848
Tradewinds Capital Management
Washington
$933K +$118K +627 +12%
PBC
1849
Pavion Blue Capital
California
$933K +$1.09M +5,789 New
FP
1850
Foundry Partners
Minnesota
$930K

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.