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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
APW
2226
Austin Private Wealth
Texas
$385K +$66.7K +354 +17%
CW
2227
CreativeOne Wealth
Kansas
$383K -$236K -1,254 -35%
AIP
2228
Ahrens Investment Partners
Louisiana
$383K -$39.2K -208 -8%
TA
2229
Trellis Advisors
Washington
$382K +$90.2K +479 +25%
HI
2230
Hudock Inc
Pennsylvania
$381K +$212K +1,128 +91%
GC
2231
Garde Capital
Washington
$380K -$28.3K -150 -6%
FFG
2232
Frisch Financial Group
New York
$380K +$88.2K +468 +25%
LC
2233
Lavaca Capital
Texas
$376K -$147K -782 -25%
BWM
2234
Baystate Wealth Management
Massachusetts
$375K +$111K +588 +34%
BFG
2235
Barber Financial Group
Kansas
$374K +$167K +889 +62%
HFP
2236
Holistic Financial Partners
Indiana
$372K -$23.2K -123 -5%
BWM
2237
Biltmore Wealth Management
Arizona
$372K
BFC
2238
Bedel Financial Consulting
Indiana
$372K +$13.9K +74 +3%
WMA
2239
Wealth Management Associates
New Jersey
$372K -$1.13K -6 -0.3%
ATC
2240
Adirondack Trust Company
New York
$371K +$23.2K +123 +6%
TPW
2241
Tiller Private Wealth
Pennsylvania
$370K -$201K -1,067 -32%
1IA
2242
1834 Investment Advisors
Wisconsin
$369K
DCM
2243
Dimension Capital Management
Florida
$368K -$19.6K -104 -4%
LBA
2244
Letko, Brosseau & Associates
Quebec, Canada
$367K
CAG
2245
Curtis Advisory Group
California
$364K
LA
2246
LexAurum Advisors
Kansas
$364K +$48K +255 +13%
NIM
2247
NuWave Investment Management
New Jersey
$363K -$497K -2,638 -54%
FA
2248
Fortis Advisors
Pennsylvania
$363K -$28.8K -153 -6%
CC
2249
Claybrook Capital
Massachusetts
$363K
RZH
2250
Relyea Zuckerberg Hanson
Connecticut
$362K -$25.1K -133 -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.