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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
AAP
2151
Arax Advisory Partners
Colorado
$459K -$206K -1,091 -28%
PHAM
2152
Palisades Hudson Asset Management
Florida
$457K
BFPW
2153
BOK Financial Private Wealth
Colorado
$454K +$34.9K +185 +7%
CAM
2154
Claret Asset Management
Quebec, Canada
$454K +$118K +625 +28%
BAAM
2155
Baker Avenue Asset Management
California
$453K -$13.2K -70 -2%
SAA
2156
Southeast Asset Advisors
Georgia
$452K -$31.1K -165 -6%
ACA
2157
Anchor Capital Advisors
Massachusetts
$451K -$151K -800 -22%
CCM
2158
Cribstone Capital Management
Maine
$450K +$88.7K +471 +20%
PC
2159
Permanens Capital
New York
$449K -$432K -2,295 -45%
WA
2160
Waverly Advisors
Alabama
$449K +$83.1K +441 +19%
HPC
2161
Hobart Private Capital
North Carolina
$448K +$65.6K +348 +14%
ACG
2162
Allen Capital Group
Nebraska
$444K -$512K -2,716 -50%
BWP
2163
BSW Wealth Partners
Colorado
$444K +$41.6K +221 +9%
HTHT
2164
Hemenway Trust Hemenway Trust
New Hampshire
$441K -$101K -535 -16%
TF
2165
TLWM Financial
Texas
$441K +$10.7K +57 +2%
EA
2166
Emerald Advisors
Washington
$440K +$35.4K +188 +9%
FTI
2167
Fiduciary Trust International
Massachusetts
$440K +$84.8K +450 +20%
ACM
2168
Allred Capital Management
Texas
$439K +$335K +1,777 +187%
HCM
2169
Huber Capital Management
California
$435K
Aristotle Capital Management
2170
Aristotle Capital Management
California
$435K +$188 +1 +0%
EWA
2171
Evolution Wealth Advisors
Florida
$434K -$426K -2,263 -46%
SIM
2172
Sadoff Investment Management
Wisconsin
$434K
DWM
2173
Darwin Wealth Management
Florida
$429K -$19.8K -105 -4%
JWM
2174
JGP Wealth Management
Oregon
$429K -$17K -90 -4%
9WM
2175
9258 Wealth Management
Ohio
$429K +$21.7K +115 +5%

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.