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
MPPLM
2426
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$240K +$28.3K +150 +11%
SAM
2427
Secure Asset Management
Michigan
$239K -$88.7K -471 -24%
TFA
2428
Tobias Financial Advisors
Florida
$239K
WCM
2429
Wallace Capital Management
Texas
$238K
OFG
2430
Oxford Financial Group
Indiana
$238K +$278K +1,475 New
HWA
2431
Heartwood Wealth Advisors
Virginia
$235K
BIA
2432
Biondo Investment Advisors
Pennsylvania
$234K -$27.3K -145 -9%
WIP
2433
Wellesley Investment Partners
Massachusetts
$234K -$17.9K -95 -6%
DIA
2434
Davidson Investment Advisors
Montana
$234K -$3.96K -21 -1%
IF
2435
IRON Financial
Illinois
$233K -$9.04K -48 -3%
VFM
2436
Vivid Financial Management
California
$233K -$2.07K -11 -0.8%
PCAP
2437
Pratt Collard Advisory Partners
New York
$233K
MIM
2438
Martin Investment Management
Florida
$232K -$3.77K -20 -1%
MW
2439
Marcum Wealth
Ohio
$232K +$272K +1,442 New
HL
2440
HeadInvest LLC
Maine
$231K -$31.8K -169 -11%
SNBOSD
2441
Security National Bank of So Dak
Iowa
$231K -$3.58K -19 -1%
EAM
2442
Evanson Asset Management
California
$231K
LF
2443
LifeSteps Financial
California
$231K +$9.42K +50 +4%
FC
2444
Financial Consulate
Maryland
$231K +$20.3K +108 +8%
RWM
2445
RKL Wealth Management
Pennsylvania
$231K +$24.3K +129 +10%
CC
2446
Callan Capital
California
$231K +$270K +1,433 New
KLI
2447
Kelman-Lazarov Inc
Tennessee
$230K -$231K -1,225 -46%
USGIU
2448
U.S. Global Investors (USGI)
Texas
$230K -$175K -931 -40%
QAM
2449
QCI Asset Management
New York
$230K -$2.83K -15 -1%
LC
2450
Lincoln Capital
Nebraska
$230K

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.