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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
VAM
1951
Verity Asset Management
North Carolina
$752K +$547K +2,903 +166%
MWM
1952
MorganRosel Wealth Management
Colorado
$751K -$31.5K -167 -3%
RM
1953
Resource Management
Louisiana
$751K -$1.51K -8 -0.2%
WWM
1954
Windsor Wealth Management
Indiana
$750K +$165K +877 +23%
WCM
1955
Windsor Capital Management
Arizona
$747K -$68K -361 -7%
AGA
1956
Accuvest Global Advisors
Utah
$747K +$860K +4,565 +6,169%
HCM
1957
Horiko Capital Management
New York
$746K
HFS
1958
Haverford Financial Services
Pennsylvania
$741K
LOIM
1959
Liberty One Investment Management
Illinois
$738K -$72.5K -385 -8%
RHP
1960
Royal Harbor Partners
Texas
$738K +$863K +4,582 New
GIA
1961
Guyasuta Investment Advisors
Pennsylvania
$737K +$92.3K +490 +12%
SAM
1962
S.A. Mason
Michigan
$735K -$8.66K -46 -1%
GAB
1963
German American Bancorp
Indiana
$733K -$185K -981 -18%
KC
1964
Knuff & Co
California
$733K -$48K -255 -5%
RIM
1965
Redwood Investment Management
Arizona
$731K -$3.95M -20,961 -82%
TSS
1966
Two Sigma Securities
New York
$726K +$848K +4,503 New
ITFISA
1967
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$725K +$848K +4,500 New
PTP
1968
Platform Technology Partners
New York
$724K +$385K +2,043 +83%
LC
1969
Lindbrook Capital
California
$722K +$59.3K +315 +8%
VC
1970
Vicus Capital
Pennsylvania
$720K -$137K -725 -14%
BOS
1971
Bingham Osborn & Scarborough
California
$719K -$16.4K -87 -2%
PK
1972
Pflug Koory
Nebraska
$718K -$28.3K -150 -3%
PRC
1973
Pearl River Capital
Michigan
$715K +$507K +2,691 +154%
WCWM
1974
Willow Creek Wealth Management
California
$714K +$754 +4 +0.1%
APW
1975
Acima Private Wealth
Virginia
$712K -$557K -2,955 -40%

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.