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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
KFA
2176
Krane Funds Advisors
New York
$428K -$50.3K -267 -9%
PL
2177
Plancorp LLC
Missouri
$427K -$146K -777 -23%
CCMD
2178
Cypress Capital Management (Delaware)
Delaware
$427K -$28.3K -150 -5%
WOC
2179
West Oak Capital
California
$426K
RP
2180
Rice Partnership
Hawaii
$424K +$6.41K +34 +1%
BFA
2181
Bragg Financial Advisors
North Carolina
$423K -$34.9K -185 -7%
MFG
2182
Monte Financial Group
Connecticut
$423K +$58K +308 +13%
WFM
2183
Wolff Financial Management
Michigan
$422K
RWA
2184
Redhawk Wealth Advisors
Minnesota
$421K -$77.2K -410 -14%
AIS
2185
American Investment Services
Massachusetts
$421K -$46.3K -246 -9%
CWM
2186
Cordatus Wealth Management
Pennsylvania
$420K
CIM
2187
Confluence Investment Management
Missouri
$419K -$325K -1,726 -40%
BWA
2188
Beam Wealth Advisors
Louisiana
$419K -$25.8K -137 -5%
IFLIT
2189
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$419K +$490K +2,600 New
XM
2190
XTX Markets
New York
$419K +$490K +2,603 New
JHCP
2191
Jackson Hole Capital Partners
Oklahoma
$416K
ACA
2192
Affinity Capital Advisors
California
$416K +$31.1K +165 +7%
IIC
2193
Integrated Investment Consultants
Michigan
$415K +$31.6K +168 +7%
VCM
2194
Vivaldi Capital Management
Illinois
$414K +$103K +545 +27%
GA
2195
Geller Advisors
New York
$413K +$97K +515 +25%
CBTWT
2196
Community Bank & Trust (Waco, Texas)
Texas
$412K -$942 -5 -0.2%
WAM
2197
Winslow Asset Management
Ohio
$411K
SRC
2198
Sage Rhino Capital
California
$411K +$942 +5 +0.2%
22CM
2199
20/20 Capital Management
California
$405K -$102K -543 -20%
MMPW
2200
Mitchell McLeod Pugh & Williams
Alabama
$405K +$213K +1,130 +82%

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.