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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
SRCM
1926
Swift Run Capital Management
Virginia
$784K +$917K +4,866 New
JIP
1927
Jaffetilchin Investment Partners
Florida
$783K -$565 -3 -0.1%
IA
1928
Independence Advisors
Pennsylvania
$782K
TIA
1929
Traphagen Investment Advisors
New Jersey
$780K +$24.7K +131 +3%
CIM
1930
Corbyn Investment Management
Maryland
$777K +$908K +4,820 New
TIA
1931
Trust Investment Advisors
Indiana
$775K +$9.42K +50 +1%
HR
1932
Hayden Royal
North Carolina
$774K +$97.4K +517 +12%
NNP
1933
Nachman Norwood & Parrott
South Carolina
$774K +$56.1K +298 +7%
GD
1934
Grandfield & Dodd
New York
$773K +$43K +228 +5%
BCA
1935
Berman Capital Advisors
Georgia
$770K +$47.5K +252 +6%
SV
1936
Sturgeon Ventures
United Kingdom
$769K -$3.26M -17,324 -78%
ACM
1937
Argent Capital Management
Missouri
$769K
CAN
1938
Claraphi Advisory Network
United States
$768K +$382K +2,029 +74%
BOPW
1939
Brandywine Oak Private Wealth
Pennsylvania
$764K +$22.4K +119 +3%
SWA
1940
Stratos Wealth Advisors
Ohio
$764K +$170K +905 +24%
AP
1941
Americana Partners
Texas
$764K +$662K +3,512 +286%
BFG
1942
Beacon Financial Group
Texas
$763K +$882K +4,681 +38%
HWM
1943
Howard Wealth Management
Connecticut
$762K +$6.03K +32 +0.7%
EA
1944
Emerald Advisers
Pennsylvania
$761K -$61.2K -325 -6%
MPIA
1945
Mountain Pacific Investment Advisers
Idaho
$760K +$30.1K +160 +4%
AC
1946
Avestar Capital
New York
$756K +$67.8K +360 +8%
GIM
1947
Groesbeck Investment Management
New Jersey
$754K -$224K -1,190 -20%
LDB
1948
Lee, Danner & Bass
Tennessee
$754K -$59.2K -314 -6%
WFMPM
1949
Woodley Farra Manion Portfolio Management
Indiana
$753K +$125K +665 +17%
GAG
1950
GM Advisory Group
New York
$753K +$217K +1,150 +33%

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.