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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
WCA
1851
Westover Capital Advisors
Delaware
$930K +$35.8K +190 +3%
MCM
1852
Manchester Capital Management
Vermont
$926K +$151K +800 +16%
MIAS
1853
Mason Investment Advisory Services
Virginia
$924K +$798K +4,237 +282%
CCM
1854
CWH Capital Management
Washington
$924K -$68.6K -364 -6%
SGA
1855
Strategic Global Advisors
California
$924K +$802K +4,260 +289%
SAM
1856
Summit Asset Management
Tennessee
$923K -$3.01K -16 -0.3%
MIM
1857
Moseley Investment Management
Florida
$921K +$52.7K +280 +5%
HBT
1858
Hills Bank & Trust
Iowa
$920K +$34.9K +185 +3%
CIA
1859
Choate Investment Advisors
Massachusetts
$920K +$653K +3,465 +155%
OGC
1860
Oak Grove Capital
New Hampshire
$919K -$413K -2,190 -28%
BA
1861
Ballast Advisors
Minnesota
$917K
BAM
1862
Berkshire Asset Management
Pennsylvania
$917K +$271K +1,438 +34%
PWAG
1863
Polaris Wealth Advisory Group
California
$916K -$26.3M -139,452 -96%
CT
1864
Columbia Trust
Oregon
$915K -$25.8K -137 -2%
NBG
1865
Nancy B. Gardiner
$914K -$138K -731 -11%
SFI
1866
SPC Financial Inc
Maryland
$909K -$279K -1,481 -21%
RA
1867
RFG Advisory
Alabama
$907K +$7.72K +41 +0.7%
HWA
1868
HHM Wealth Advisors
Tennessee
$905K +$815K +4,329 +336%
MWM
1869
Mission Wealth Management
California
$904K -$40.9K -217 -4%
KPW
1870
Kore Private Wealth
New York
$901K +$231K +1,226 +28%
CCMG
1871
Clark Capital Management Group
Pennsylvania
$898K -$3.2K -17 -0.3%
LCM
1872
Leisure Capital Management
California
$897K +$7.35K +39 +0.7%
PDM
1873
Penn Davis McFarland
Texas
$890K
PWMAG
1874
Pinnacle Wealth Management Advisory Group
New Jersey
$889K +$130K +690 +14%
IIC
1875
Ironwood Investment Counsel
Arizona
$887K +$10.7K +57 +1%

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.