We are live on ! Find out more

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
PIMG
2301
Patriot Investment Management Group
Tennessee
$318K -$650K -3,450 -64%
ESBC
2302
E.S. Barr & Co
Kentucky
$317K
PIA
2303
Perennial Investment Advisors
California
$317K +$24.1K +128 +7%
AO
2304
Allen Operations
New York
$317K +$370K +1,966 New
TCBWMS
2305
Texas Capital Bank Wealth Management Services
Texas
$316K -$8.1K -43 -2%
OFW
2306
Omnia Family Wealth
Florida
$316K
PP
2307
PDS Planning
Ohio
$315K -$73.8K -392 -17%
QCIG
2308
Quad-Cities Investment Group
Iowa
$315K +$41.6K +221 +13%
BP
2309
BBR Partners
New York
$314K -$1.66M -8,792 -82%
DE
2310
Day & Ennis
Georgia
$314K
NP
2311
NorthRock Partners
Minnesota
$312K -$605K -3,209 -62%
WFA
2312
Wellspring Financial Advisors
Ohio
$311K +$364K +1,931 New
CAM
2313
Crestone Asset Management
Colorado
$308K -$26.4K -140 -7%
HCM
2314
HGI Capital Management
New York
$307K
PCMK
2315
Paragon Capital Management (Kansas)
Kansas
$307K +$16K +85 +5%
BFA
2316
Beacon Financial Advisory
Ohio
$306K +$8.85K +47 +3%
CA
2317
Continuum Advisory
Idaho
$306K +$9.98K +53 +3%
VWA
2318
Visionary Wealth Advisors
Illinois
$306K +$65.9K +350 +23%
BRG
2319
Bay Rivers Group
Virginia
$305K -$32K -170 -8%
NG
2320
Northstar Group
New York
$303K -$56.5K -300 -14%
CCP
2321
Clarkston Capital Partners
Michigan
$303K +$34.5K +183 +11%
DIP
2322
DT Investment Partners
Pennsylvania
$302K -$211K -1,120 -37%
SCA
2323
Sage Capital Advisors
South Dakota
$302K +$21.7K +115 +7%
TCM
2324
Towercrest Capital Management
Pennsylvania
$302K +$23K +122 +7%
VCM
2325
Versant Capital Management
Arizona
$301K +$2.64K +14 +0.8%

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.