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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
MPCG
2001
Matrix Private Capital Group
New York
$664K -$334K -1,775 -30%
BW
2002
Bison Wealth
Georgia
$662K +$41.4K +220 +6%
MSS
2003
Mitchell Sinkler & Starr
Pennsylvania
$661K -$10.4K -55 -1%
JIR
2004
James Investment Research
Ohio
$660K -$103K -545 -12%
BFIM
2005
Beese Fulmer Investment Management
Ohio
$659K +$1.88K +10 +0.2%
CAC
2006
Certified Advisory Corp
Florida
$656K -$27.5K -146 -3%
HPWM
2007
Highland Private Wealth Management
Washington
$656K -$17.7K -94 -2%
OPPTF
2008
OPSEU Pension Plan Trust Fund
Ontario, Canada
$655K +$796K +4,227 New
JA
2009
JOYN Advisors
Georgia
$654K -$1.88K -10 -0.2%
TNBTD
2010
Trustmark National Bank Trust Department
Mississippi
$654K +$67.6K +359 +10%
SIAS
2011
Shine Investment Advisory Services
Colorado
$651K
BC
2012
Brio Consultants
California
$651K +$377 +2 +0%
AFA
2013
Arlington Financial Advisors
California
$650K
NERM
2014
New England Research & Management
Illinois
$650K +$231K +1,225 +44%
MGIA
2015
Moneta Group Investment Advisors
Missouri
$647K -$269K -1,428 -26%
TNA
2016
True North Advisors
Texas
$645K +$188 +1 +0%
ACWM
2017
Adams Chetwood Wealth Management
North Carolina
$641K +$188 +1 +0%
SG
2018
StoneX Group
New York
$634K +$257K +1,365 +53%
MCWS
2019
McKinley Carter Wealth Services
West Virginia
$630K -$43.5K -231 -6%
TIA
2020
Tiemann Investment Advisors
California
$628K +$40.5K +215 +6%
SMFS
2021
Squar Milner Financial Services
California
$626K -$164K -871 -18%
RWA
2022
Ropes Wealth Advisors
Massachusetts
$625K +$40.1K +213 +6%
PPP
2023
Private Portfolio Partners
New Jersey
$625K +$43.9K +233 +6%
SG
2024
Swarthmore Group
Pennsylvania
$624K -$8.87M -47,075 -92%
BMC
2025
Beaton Management Company
Massachusetts
$624K +$14.1K +75 +2%

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.