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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
TCWM
2326
Total Clarity Wealth Management
Illinois
$299K -$34.1K -181 -9%
KA
2327
KLCM Advisors
Wisconsin
$299K +$1.51K +8 +0.4%
MPW
2328
Monterey Private Wealth
California
$298K -$44.1K -234 -11%
DMC
2329
Drexel Morgan & Co
Pennsylvania
$297K
CS
2330
Cannell & Spears
New York
$297K +$5.84K +31 +2%
TIM
2331
Tortoise Investment Management
New York
$296K -$65.9K -350 -16%
AWM
2332
Aevitas Wealth Management
Massachusetts
$296K -$31.6K -168 -8%
WIA
2333
World Investment Advisors
California
$296K +$70.8K +376 +26%
B
2334
Bridgeworth
Alabama
$294K +$45.6K +242 +15%
POIA
2335
Pin Oak Investment Advisors
Texas
$293K -$93.1K -494 -21%
OWP
2336
Obermeyer Wealth Partners
Colorado
$293K -$1.51K -8 -0.4%
PAM
2337
Pegasus Asset Management
New York
$293K
ER
2338
Enlightenment Research
Florida
$291K +$301K +1,600 New
FC
2339
Fayerweather Charles
$290K -$47.1K -250 -12%
RIA
2340
RPG Investment Advisory
California
$290K -$30.3K -161 -8%
TWP
2341
Tempus Wealth Planning
California
$290K
TCM
2342
Teza Capital Management
Illinois
$289K +$338K +1,794 New
MA
2343
MONECO Advisors
Connecticut
$288K +$22.2K +118 +7%
BC
2344
Barnett & Company
Tennessee
$288K +$45.6K +242 +16%
GKWIM
2345
Gerber Kawasaki Wealth & Investment Management
California
$287K -$1.7K -9 -0.5%
RFM
2346
Royal Fund Management
Florida
$287K +$120K +637 +55%
NFG
2347
Nadler Financial Group
Illinois
$285K -$5.84K -31 -2%
PCFFS
2348
Pacific Center for Financial Services
California
$285K +$28.6K +152 +9%
MC
2349
Miramar Capital
Illinois
$284K -$26.8K -142 -7%
LRIA
2350
Leonard Rickey Investment Advisors
Washington
$283K +$51.1K +271 +18%

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.