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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
PMG
2401
Private Management Group
California
$254K +$1.88K +10 +0.6%
LF
2402
Lee Financial
Texas
$253K -$118K -625 -28%
PD
2403
Planning Directions
Pennsylvania
$253K +$295K +1,568 New
MCA
2404
Morris Capital Advisors
Pennsylvania
$252K -$5.46K -29 -2%
MIM
2405
Marco Investment Management
Georgia
$251K
Pacer Advisors
2406
Pacer Advisors
Pennsylvania
$251K +$11.3K +60 +4%
EWP
2407
Engrave Wealth Partners
Texas
$250K -$37.3K -198 -11%
FCMT
2408
Founders Capital Management (Texas)
Texas
$250K +$113K +600 +63%
PCA
2409
Peddock Capital Advisors
Massachusetts
$249K
AI
2410
Accredited Investors
Minnesota
$248K -$8.1K -43 -3%
W
2411
WealthStone
Ohio
$245K +$13K +69 +5%
MHR
2412
Matthew Hamilton Rosenberg
$245K +$285K +1,515 New
SLG
2413
Stanley-Laman Group
Pennsylvania
$245K +$287K +1,521 New
TAIM
2414
TD Ameritrade Investment Management
Nebraska
$244K -$1.7K -9 -0.6%
CHA
2415
Carmichael Hill & Associates
Maryland
$244K +$1.51K +8 +0.5%
AA
2416
Alesco Advisors
New York
$243K -$1.09M -5,805 -79%
RCA
2417
Ranch Capital Advisors
Florida
$243K -$89.5K -475 -24%
CSPIA
2418
Cary Street Partners Investment Advisory
Virginia
$243K -$41.1K -218 -13%
PAG
2419
Pinnacle Advisory Group
Maryland
$243K -$39.4K -209 -12%
SDWMA
2420
Schneider Downs Wealth Management Advisors
Pennsylvania
$243K +$284K +1,509 New
EFL
2421
ERn Financial LLC
Wisconsin
$242K -$7.72K -41 -3%
MVA
2422
Mount Vernon Associates
Maryland
$242K
PWM
2423
PRW Wealth Management
Massachusetts
$242K +$283K +1,503 New
STB
2424
S&T Bank
Pennsylvania
$241K +$282K +1,495 New
FI
2425
Financial Insights
Washington
$240K -$1.88K -10 -0.7%

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.