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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
PIMG
2651
Patriot Investment Management Group
Tennessee
$335K -$124K -605 -28%
RAM
2652
Roanoke Asset Management
New Jersey
$335K
BIAS
2653
Beacon Investment Advisory Services
New Jersey
$334K +$313K +1,528 New
GWM
2654
Greenwich Wealth Management
Connecticut
$333K -$22.7K -111 -7%
MWPCG
2655
Measured Wealth Private Client Group
New Hampshire
$333K -$2.66K -13 -0.8%
TCOT
2656
Trust Company of Toledo
Ohio
$332K
CHA
2657
Carmichael Hill & Associates
Maryland
$331K +$614 +3 +0.2%
PAG
2658
Pinnacle Advisory Group
Maryland
$330K
MFW
2659
Mosaic Family Wealth
Missouri
$330K +$32.9K +161 +12%
VR
2660
Viridian RIA
Washington
$327K +$66.5K +325 +28%
CCM
2661
Carlson Capital Management
Minnesota
$327K +$84.9K +415 +38%
MC
2662
Miramar Capital
Illinois
$325K
RBCM
2663
Raub Brock Capital Management
California
$325K
CA
2664
Claro Advisors
Massachusetts
$325K +$205 +1 +0.1%
FPC
2665
Falcon Point Capital
California
$325K +$26.6K +130 +10%
GLAM
2666
Gardner Lewis Asset Management
Pennsylvania
$324K
FWP
2667
Firethorn Wealth Partners
Georgia
$324K +$303K +1,480 New
LIC
2668
Laurus Investment Counsel
Canada
$323K
APG
2669
Abacus Planning Group
South Carolina
$322K -$6.34K -31 -2%
FIB
2670
First Interstate Bank
Montana
$320K -$45.8K -224 -13%
W
2671
WealthOne
New York
$320K +$21.5K +105 +8%
WBG
2672
Wharton Business Group
Pennsylvania
$320K +$24.4K +119 +9%
HWA
2673
Heartwood Wealth Advisors
Virginia
$319K
CIAS
2674
CFS Investment Advisory Services
New Jersey
$319K +$298K +1,457 New
DIA
2675
Davidson Investment Advisors
Montana
$318K

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.