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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
AL
2026
Aspiriant LLC
California
$623K +$14.3K +76 +2%
SIM
2027
SSI Investment Management
California
$618K -$7.35K -39 -1%
WEPOG
2028
Wealth Enhancement & Preservation of GA
Georgia
$613K -$917K -4,867 -55%
FEM
2029
Fulcrum Equity Management
Texas
$608K +$172K +914 +32%
SP
2030
Symmetry Partners
Connecticut
$604K +$290K +1,542 +70%
TWA
2031
TCI Wealth Advisors
Arizona
$602K +$59.3K +315 +9%
WF
2032
WoodTrust Financial
Wisconsin
$600K -$132K -700 -16%
SHWM
2033
Smith & Howard Wealth Management
Georgia
$600K -$9.04K -48 -1%
LP
2034
LGL Partners
Pennsylvania
$599K +$10.4K +55 +2%
GC
2035
Gilbert & Cook
Iowa
$595K +$33.2K +176 +5%
BAM
2036
Bellevue Asset Management
Washington
$593K +$302K +1,603 +85%
WIC
2037
Woodmont Investment Counsel
Tennessee
$592K +$61.2K +325 +10%
RTC
2038
Riverview Trust Company
Washington
$590K
SLT
2039
St Louis Trust
Missouri
$590K
CDIA
2040
Capital Directions Investment Advisors
Georgia
$589K
AWM
2041
Atticus Wealth Management
Florida
$588K +$103K +549 +18%
PGWM
2042
Parisi Gray Wealth Management
New Jersey
$586K -$34.9K -185 -5%
NGA
2043
Naples Global Advisors
Florida
$586K -$29K -154 -4%
APW
2044
Aurora Private Wealth
New Jersey
$586K +$94.9K +504 +16%
MCIA
2045
Mountain Capital Investment Advisors
Colorado
$583K +$164K +869 +35%
GCMG
2046
Gyroscope Capital Management Group
Florida
$580K -$18.8K -100 -3%
Dodge & Cox
2047
Dodge & Cox
California
$580K
PWM
2048
PBMares Wealth Management
Virginia
$579K -$6.59K -35 -1%
HR
2049
Howe & Rusling
New York
$577K +$27.3K +145 +4%
OAM
2050
Occidental Asset Management
California
$576K +$468K +2,483 +227%

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.