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3,025 hedge funds and large institutions have $348B invested in Visa in 2020 Q4 according to their latest regulatory filings, with 399 funds opening new positions, 1,364 increasing their positions, 988 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 399 | Existing positions closed: 112

38% more repeat investments, than reductions

Existing positions increased: 1,364 | Existing positions reduced: 988

12% more call options, than puts

Call options by funds: $6.07B | Put options by funds: $5.42B

10% more capital invested

Capital invested by funds: $318B → $348B (+$30.4B)

9% more funds holding

Funds holding: 2,7763,025 (+249)

0% more funds holding in top 10

Funds holding in top 10: 558559 (+1)

0.68% less ownership

Funds ownership: 94.36%93.68% (-0.68%)

Holders
3,025
Holders Change
+249
Holders Change %
+8.97%
% of All Funds
53.52%
Holding in Top 10
559
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.18%
% of All Funds
9.89%
New
399
Increased
1,364
Reduced
988
Closed
112
Calls
$6.07B
Puts
$5.42B
Net Calls
+$650M
Net Calls Change
+$636M
Name Holding Trade Value Shares
Change
Change in
Stake
1IA
2501
1834 Investment Advisors
Wisconsin
$473K -$46K -225 -9%
PIM
2502
Perpetual Investment Management
Australia
$472K +$442K +2,159 New
CAM
2503
Crestone Asset Management
Colorado
$471K -$819 -4 -0.2%
BG
2504
Berry Group
Massachusetts
$471K
RFO
2505
RiverGlades Family Offices
Florida
$470K
BWM
2506
BerganKDV Wealth Management
Minnesota
$470K +$60.4K +295 +16%
CCG
2507
Chatham Capital Group
Georgia
$470K +$112K +549 +34%
CCA
2508
Cadent Capital Advisors
Oklahoma
$470K +$439K +2,147 New
HIM
2509
Harbour Investment Management
Washington
$468K
SIAG
2510
Safeguard Investment Advisory Group
California
$468K +$438K +2,139 New
NP
2511
NorthRock Partners
Minnesota
$467K -$124K -606 -22%
EA
2512
Emerald Advisors
Washington
$467K -$69.4K -339 -14%
QAM
2513
QCI Asset Management
New York
$467K +$95.4K +466 +28%
SFG
2514
SageGuard Financial Group
Tennessee
$467K +$437K +2,134 New
TCWM
2515
Total Clarity Wealth Management
Illinois
$465K +$8.8K +43 +2%
AWM
2516
Altavista Wealth Management
North Carolina
$463K +$16.4K +80 +4%
SFWA
2517
Summit Financial Wealth Advisors
Louisiana
$462K
HWM
2518
Hemington Wealth Management
Virginia
$462K +$432K +2,113 New
GSC
2519
G&S Capital
Colorado
$461K -$4.09K -20 -0.9%
ACG
2520
Allen Capital Group
Nebraska
$461K +$79K +386 +22%
NP
2521
Ninepoint Partners
Ontario, Canada
$460K +$36.2K +177 +9%
MCM
2522
Manchester Capital Management
Vermont
$458K +$82.7K +404 +24%
AIS
2523
American Investment Services
Massachusetts
$457K -$20.3K -99 -5%
SCM
2524
SOL Capital Management
Maryland
$457K
PJB
2525
Paul John Balson
California
$456K +$21.1K +103 +5%

V Hedge Fund Activity: Q4 2020 in Review

3,025 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q4 2020, worth a combined $348B — up 9.6% from $318B a quarter earlier.

Buyers outnumbered sellers: 399 funds opened new V positions and 112 closed out — a net gain of 287 holders — while 1,364 added to existing stakes and 988 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.4B. The largest seller was Barclays, cutting an estimated $2.23B.

  • 3,025 institutional investors held Visa (V) as of Q4 2020, up from 2,776 in Q3 2020.
  • Funds reported $348B of Visa stock for Q4 2020, up 9.6% quarter-over-quarter.
  • 399 funds opened new Visa positions in Q4 2020 and 112 closed out, a net change of +287 holders.
  • The largest Visa buyer in Q4 2020 was Morgan Stanley, an estimated $1.4B added.
  • The largest Visa seller in Q4 2020 was Barclays, an estimated $2.23B sold.

Based on aggregated 13F filings for Q4 2020.