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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
PBO
2251
Peoples Bank (Ohio)
Ohio
$362K +$100K +532 +31%
RWML
2252
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$361K -$341K -1,812 -45%
FBT
2253
First Bank & Trust
South Dakota
$355K -$1.23M -6,536 -75%
FFC
2254
First Financial Corp
Indiana
$353K +$10.4K +55 +3%
TIS
2255
Tortoise Index Solutions
Kansas
$352K -$20.3K -108 -5%
CCA
2256
Catalyst Capital Advisors
New York
$350K -$2.51M -13,330 -86%
NP
2257
Ninepoint Partners
Ontario, Canada
$350K -$513K -2,724 -56%
CSM
2258
CAMG Solamere Management
North Carolina
$350K -$10.5K -56 -3%
MIG
2259
McGuire Investment Group
Rhode Island
$350K
PO
2260
Private Ocean
California
$348K +$44.6K +237 +12%
SFG
2261
Sunburst Financial Group
Alabama
$347K -$46K -244 -10%
RFO
2262
RiverGlades Family Offices
Florida
$346K -$18.8K -100 -4%
BFWA
2263
Benchmark Financial Wealth Advisors
Florida
$346K +$32.2K +171 +9%
HIM
2264
Harbour Investment Management
Washington
$345K
BL
2265
Balentine LLC
Georgia
$345K +$31.8K +169 +9%
CFG
2266
Cooper Financial Group
California
$343K +$115K +608 +40%
GGHC
2267
Gilder Gagnon Howe & Co
New York
$343K +$401K +2,131 New
WC
2268
Weil Company
California
$341K -$4.9K -26 -1%
SFG
2269
StrategIQ Financial Group
Indiana
$339K +$29K +154 +8%
TWP
2270
TFO Wealth Partners
Ohio
$338K -$28.3K -150 -7%
PV
2271
Private Vista
Illinois
$338K -$6.03K -32 -2%
KCM
2272
Kanawha Capital Management
Virginia
$338K +$102K +543 +35%
MS
2273
Maven Securities
Jersey
$337K -$120K -638 -23%
HIS
2274
Horizon Investment Services
Indiana
$337K -$20.9K -111 -5%
SCM
2275
SOL Capital Management
Maryland
$337K

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.