We are live on ! Find out more

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
OIM
2576
Oder Investment Management
California
$400K +$373K +1,822 New
BSSFA
2577
Baron Silver Stevens Financial Advisors
Florida
$399K +$374K +1,827 New
B
2578
Bellecapital
Switzerland
$397K +$372K +1,817 New
BWLSA
2579
Blue Water Life Science Advisors
California
$396K +$370K +1,809 New
KA
2580
KLCM Advisors
Wisconsin
$395K
TIS
2581
Tortoise Index Solutions
Kansas
$395K +$47.7K +233 +15%
TWP
2582
Tempus Wealth Planning
California
$394K
TFCP
2583
Twin Focus Capital Partners
Massachusetts
$394K +$153K +750 +71%
CIA
2584
Compass Ion Advisors
Pennsylvania
$392K -$20.5K -100 -5%
DPI
2585
Diversified Portfolios Inc
Michigan
$392K +$83.7K +409 +30%
FNBOSM
2586
First National Bank of South Miami
Florida
$390K -$226K -1,103 -38%
NFG
2587
Nadler Financial Group
Illinois
$390K -$26.6K -130 -7%
SCA
2588
Sage Capital Advisors
South Dakota
$390K -$10.4K -51 -3%
RIA
2589
RPG Investment Advisory
California
$390K -$205 -1 -0.1%
PRWA
2590
Platte River Wealth Advisors
Colorado
$390K +$30.7K +150 +9%
AA
2591
Advisory Alpha
Michigan
$390K +$33.4K +163 +10%
CCFM
2592
Clear Creek Financial Management
Washington
$389K +$364K +1,780 New
SQA
2593
Simon Quick Advisors
New Jersey
$386K -$39.7K -194 -10%
DHFB
2594
Dixon Hubard Feinour & Brown
Virginia
$386K
ICP
2595
Interchange Capital Partners
Pennsylvania
$385K +$361K +1,763 New
GSBTD
2596
Glenview State Bank Trust Department
Illinois
$384K
SEIA
2597
Signature Estate & Investment Advisors
California
$381K +$20.7K +101 +6%
CBA
2598
Coastal Bridge Advisors
Connecticut
$379K +$26K +127 +8%
LWP
2599
Legacy Wealth Planning
Nevada
$378K +$5.12K +25 +1%
BFC
2600
Bedel Financial Consulting
Indiana
$377K -$99.9K -488 -22%

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.