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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
CVM
2201
Cheviot Value Management
California
$404K -$95.5K -507 -17%
HCM
2202
Hengehold Capital Management
Ohio
$404K +$96.3K +511 +26%
EW
2203
Evoke Wealth
California
$404K -$702K -3,726 -60%
MAM
2204
Marotta Asset Management
Virginia
$401K
Cohen & Steers
2205
Cohen & Steers
New York
$401K -$232K -1,234 -33%
SIA
2206
Starfire Investment Advisers
Michigan
$401K
CFG
2207
Capstone Financial Group
Oklahoma
$401K +$23.4K +124 +5%
FPCP
2208
Fort Point Capital Partners
California
$400K +$17.7K +94 +4%
AHB
2209
Abner Herrman & Brock
New Jersey
$399K -$153K -810 -25%
WDL
2210
Well Done LLC
Michigan
$399K -$17.9K -95 -4%
LWA
2211
Lineweaver Wealth Advisors
Ohio
$398K +$127K +675 +38%
PFO
2212
Pathstone Family Office
New Jersey
$397K -$128K -680 -22%
IGGA
2213
Iron Gate Global Advisors
Utah
$397K +$142K +753 +44%
FFS
2214
Founders Financial Securities
Maryland
$394K +$55.4K +294 +14%
BWM
2215
Buckley Wealth Management
Nevada
$394K +$87.8K +466 +24%
CNFG
2216
Creegan & Nassoura Financial Group
New Hampshire
$393K
LF
2217
Lantz Financial
Illinois
$392K -$53.3K -283 -10%
LC
2218
LCNB Corp
Ohio
$391K +$34.1K +181 +8%
DWA
2219
Dougherty Wealth Advisers
Minnesota
$389K
BCM
2220
Birch Capital Management
Texas
$387K +$4.9K +26 +1%
CBN
2221
Cadence Bank NA
Texas
$386K
DTC
2222
Davidson Trust Company
Washington
$386K
CBA
2223
Coastal Bridge Advisors
Connecticut
$386K +$248K +1,316 +122%
SFWA
2224
Summit Financial Wealth Advisors
Louisiana
$385K
BCA
2225
Biltmore Capital Advisors
New Jersey
$385K +$2.83K +15 +0.6%

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.