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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
PC
2101
Permit Capital
Pennsylvania
$516K -$65.9K -350 -10%
JF
2102
JSF Financial
California
$515K +$59.5K +316 +11%
DCM
2103
Davis Capital Management
Florida
$515K +$602K +3,195 New
FCA
2104
FLC Capital Advisors
California
$511K +$265K +1,406 +76%
AWM
2105
Alterna Wealth Management
Texas
$510K -$66.5K -353 -10%
AGM
2106
Alpine Global Management
New York
$509K +$595K +3,161 New
TCM
2107
TimesSquare Capital Management
New York
$507K +$48K +255 +9%
BSAM
2108
Blue Sky Asset Management
Colorado
$503K +$588K +3,124 New
FC
2109
Fulcrum Capital
Washington
$502K -$18.8K -100 -3%
TF
2110
Tompkins Financial
New York
$498K +$11.9K +63 +2%
IIA
2111
IPG Investment Advisors
California
$497K +$69.3K +368 +14%
DACG
2112
Donor Advised Charitable Giving
California
$496K
AWM
2113
Adams Wealth Management
Utah
$495K -$171K -908 -23%
HHGA
2114
Halbert Hargrove Global Advisors
California
$495K -$21.5K -114 -4%
RSC
2115
Red Spruce Capital
Pennsylvania
$495K +$2.07K +11 +0.4%
MMHP
2116
Murphy Middleton Hinkle & Parker
Georgia
$492K
KFGK
2117
Keystone Financial Group (Kentucky)
Kentucky
$491K +$2.64K +14 +0.5%
PA
2118
Probity Advisors
Texas
$490K -$15.1K -80 -3%
WIC
2119
Whitegate Investment Counselors
New Hampshire
$489K -$254K -1,346 -31%
AB
2120
Atlas Brown
Kentucky
$489K +$44.5K +236 +8%
HCM
2121
Hall Capital Management
Rhode Island
$489K +$275K +1,460 +93%
PFA
2122
Pinnacle Family Advisors
Missouri
$487K +$250K +1,325 +80%
VCA
2123
Verdence Capital Advisors
Maryland
$486K -$86.7K -460 -13%
PFA
2124
Professional Financial Advisors
Nebraska
$486K -$71.4K -379 -12%
DA
2125
DSC Advisors
Illinois
$483K -$1.19M -6,319 -68%

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.