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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
CHJWM
2451
Carlton Hofferkamp & Jenks Wealth Management
Texas
$230K +$239K +1,267 New
PC
2452
Peavine Capital
Nevada
$229K -$63.3K -336 -19%
NPT
2453
Nixon Peabody Trust
Massachusetts
$229K
SWRP
2454
Summit Wealth & Retirement Planning
California
$229K +$268K +1,422 New
DLHL
2455
Donald L. Hagan LLC
Florida
$227K -$9.61K -51 -4%
SAM
2456
Stewart Asset Management
New York
$227K
MWM
2457
MinichMacGregor Wealth Management
New York
$227K +$258K +1,369 New
FCA
2458
FinTrust Capital Advisors
South Carolina
$226K -$5.46K -29 -2%
CCG
2459
Chatham Capital Group
Georgia
$226K -$4.71K -25 -2%
MAP
2460
Milestone Advisory Partners
North Carolina
$226K
W
2461
WealthOne
New York
$226K +$264K +1,401 New
SQA
2462
Simon Quick Advisors
New Jersey
$223K -$39.7K -211 -13%
DPI
2463
Diversified Portfolios Inc
Michigan
$223K
IDBONY
2464
Israel Discount Bank of New York
New York
$223K
SAM
2465
Strategy Asset Managers
California
$222K +$53.5K +284 +26%
AWM
2466
Aprio Wealth Management
Georgia
$222K +$259K +1,375 New
CA
2467
Cumberland Advisors
Florida
$221K
FM
2468
Foster & Motley
Ohio
$221K +$2.07K +11 +0.8%
GCAC
2469
Guardian Capital Advisors (Canada)
Ontario, Canada
$221K +$42.6K +226 +12%
TW
2470
Transform Wealth
Colorado
$220K -$3.77K -20 -1%
FPC
2471
Falcon Point Capital
California
$219K
WC
2472
Westhampton Capital
North Carolina
$218K -$47.1K -250 -16%
ONST
2473
Old North State Trust
North Carolina
$218K +$18.5K +98 +8%
ACM
2474
AUA Capital Management
Pennsylvania
$216K
PSF
2475
Pacific Sun Financial
California
$216K

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.