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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
BPA
1876
Beacon Pointe Advisors
California
$883K -$353K -1,876 -26%
SWA
1877
Sutton Wealth Advisors
Florida
$883K +$6.22K +33 +0.6%
DWM
1878
Dorchester Wealth Management
Quebec, Canada
$880K -$301K -1,599 -23%
FIA
1879
Foundations Investment Advisors
Arizona
$880K +$30.3K +161 +3%
FNBOH
1880
First National Bank of Hutchinson
Kansas
$879K -$35.2K -187 -3%
S
1881
Seeyond
France
$878K -$413K -2,195 -29%
CSIC
1882
Clifford Swan Investment Counsel
California
$877K +$123K +651 +14%
AF
1883
Allworth Financial
California
$874K -$14.9K -79 -1%
CNBT
1884
Cornerstone National Bank & Trust
Illinois
$873K -$135K -714 -12%
CB
1885
CNB Bank
Pennsylvania
$871K +$226K +1,201 +29%
BEAM
1886
Baker Ellis Asset Management
Washington
$870K
DC
1887
Diametric Capital
Massachusetts
$868K +$1.01M +5,387 New
SEEDPG
1888
S.E.E.D. Planning Group
New York
$867K -$96.6K -513 -9%
VIP
1889
Vantage Investment Partners
Missouri
$852K -$25.8M -137,045 -96%
CPO
1890
Cerity Partners OCIO
New York
$848K +$34.5K +183 +4%
TPWA
1891
TRUE Private Wealth Advisors
Oregon
$843K -$246K -1,306 -20%
MIH
1892
Meitav Investment House
Israel
$842K -$1.12M -5,959 -53%
CBFP
1893
Cedar Brook Financial Partners
Ohio
$839K +$62.7K +333 +7%
CWS
1894
Cypress Wealth Services
California
$839K +$72.5K +385 +8%
OCM
1895
One Capital Management
California
$839K +$579K +3,074 +144%
PWM
1896
Peterson Wealth Management
Nevada
$838K -$123K -652 -11%
BHTS
1897
Bar Harbor Trust Services
Maine
$837K -$11.3M -60,072 -92%
IAP
1898
Indie Asset Partners
Indiana
$837K -$52.9K -281 -5%
AIM
1899
Alhambra Investment Management
Florida
$832K -$89.5K -475 -8%
FPCG
1900
Fort Pitt Capital Group
Pennsylvania
$832K +$428K +2,270 +78%

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.