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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
PAG
2376
Private Advisory Group
Washington
$264K -$23K -122 -7%
SAS
2377
Stelac Advisory Services
New York
$264K +$309K +1,641 New
FCB
2378
First Command Bank
Texas
$263K -$30.1K -160 -9%
FCFS
2379
First Command Financial Services
Texas
$263K -$30.1K -160 -9%
PFA
2380
Pure Financial Advisors
California
$263K +$107K +566 +53%
KPF
2381
K2 Principal Fund
Ontario, Canada
$262K -$12M -63,816 -98%
ATFA
2382
All Terrain Financial Advisors
Minnesota
$262K -$525K -2,787 -63%
FA
2383
Faithward Advisors
Pennsylvania
$262K -$7.35K -39 -2%
GWM
2384
Greenwich Wealth Management
Connecticut
$262K +$11.7K +62 +4%
CA
2385
Claro Advisors
Massachusetts
$261K -$27.1K -144 -8%
CHA
2386
Cooper/Haims Advisors
New York
$261K +$51.2K +272 +20%
FCIM
2387
Fairview Capital Investment Management
California
$260K -$37.7K -200 -11%
HZ
2388
Hixon Zuercher
Ohio
$260K
AW
2389
Alpha Windward
Massachusetts
$258K -$19.2K -102 -6%
GSBTD
2390
Glenview State Bank Trust Department
Illinois
$258K
NFG
2391
NewFocus Financial Group
Washington
$258K
HA
2392
HYA Advisors
Missouri
$258K +$188 +1 +0.1%
MCG
2393
MACRO Consulting Group
New Jersey
$258K +$32.4K +172 +14%
FMW
2394
Farr Miller & Washington
District of Columbia
$257K -$12.1K -64 -4%
FVWA
2395
Foster Victor Wealth Advisors
South Carolina
$257K
PWSG
2396
Pacific Wealth Strategies Group
California
$257K
BCP
2397
Blackhawk Capital Partners
Wisconsin
$256K -$2.83K -15 -1%
LWANC
2398
Laurel Wealth Advisors (North Carolina)
North Carolina
$256K +$10.7K +57 +4%
CAM
2399
Cubic Asset Management
Massachusetts
$256K +$30.1K +160 +11%
IAS
2400
Investment Advisory Services
Texas
$256K +$38.2K +203 +15%

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.