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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
NC
2351
Northcape Capital
Australia
$282K +$122K +650 +59%
HCM
2352
Hutchinson Capital Management
California
$281K
BWM
2353
BerganKDV Wealth Management
Minnesota
$278K -$36.9K -196 -10%
LK
2354
Lumbard & Kellner
New Hampshire
$277K -$210K -1,113 -39%
CAM
2355
CenterStar Asset Management
Illinois
$277K
CWM
2356
Cedar Wealth Management
California
$277K +$267K +1,417 +472%
SPP
2357
Single Point Partners
Massachusetts
$276K -$23.9K -127 -7%
CCM
2358
Cadence Capital Management
Massachusetts
$274K -$18.1K -96 -5%
III
2359
Independent Investors Inc
New York
$274K +$5.65K +30 +2%
BAM
2360
Brave Asset Management
New Jersey
$273K
MAM
2361
Marquette Asset Management
Minnesota
$273K +$94.2K +500 +42%
SIG
2362
Sargent Investment Group
Maryland
$273K +$319K +1,696 New
SAM
2363
SP Asset Management
California
$273K +$319K +1,696 New
HC
2364
Henshaw Capital
Massachusetts
$273K +$319K +1,692 New
AA
2365
Advisory Alpha
Michigan
$272K +$54.8K +291 +22%
BWA
2366
Burt Wealth Advisors
Maryland
$271K -$4.71K -25 -1%
MWA
2367
Moser Wealth Advisors
Washington
$270K +$193K +1,025 +158%
WPA
2368
West Paces Advisors
Georgia
$269K -$20K -106 -6%
GBBWRPM
2369
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$269K -$239K -1,271 -43%
BHBT
2370
Burke & Herbert Bank & Trust
Virginia
$269K -$70.6K -375 -18%
M
2371
MOTCO
Texas
$268K +$38.1K +202 +14%
BO
2372
Bank OZK
Arkansas
$267K +$1.7K +9 +0.5%
HCM
2373
HMS Capital Management
Tennessee
$267K +$46.7K +248 +18%
CST
2374
Charles Schwab Trust
Nevada
$264K -$129K -684 -29%
WA
2375
Wealth Architects
California
$264K -$32.8K -174 -10%

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.