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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
TFO
2801
Tarbox Family Office
California
$229K +$11.3K +55 +6%
TFF
2802
The Family Firm
Maryland
$229K +$24.8K +121 +12%
NFP
2803
Novak Financial Planning
Maryland
$229K +$214K +1,045 New
LCM
2804
LVM Capital Management
Michigan
$228K
OEP
2805
Ocean Endowment Partners
Illinois
$227K +$20.9K +102 +9%
MP
2806
McDonald Partners
Ohio
$227K +$212K +1,037 New
PGA
2807
Portland Global Advisors
Maine
$226K -$16.8K -82 -7%
CPA
2808
Court Place Advisors
Maryland
$226K +$211K +1,031 New
DS
2809
DRW Securities
Illinois
$226K +$211K +1,032 New
SWMG
2810
Strategic Wealth Management Group
Maryland
$225K -$1.84K -9 -0.9%
HI
2811
Humankind Investments
New York
$225K +$210K +1,027 New
ZIG
2812
Zuckerman Investment Group
Illinois
$225K +$210K +1,028 New
EMFAT
2813
Emerald Mutual Fund Advisers Trust
Pennsylvania
$224K -$36.8K -180 -15%
MHIC
2814
Marble Harbor Investment Counsel
Massachusetts
$224K
CA
2815
CapWealth Advisors
Tennessee
$224K +$209K +1,022 New
KLCM
2816
KG&L Capital Management
Louisiana
$224K +$210K +1,025 New
LGA
2817
Lebenthal Global Advisors
New York
$222K +$208K +1,018 New
SP
2818
Successful Portfolios
Florida
$221K -$37.2K -182 -15%
OFG
2819
Oxford Financial Group
Indiana
$221K -$6.34K -31 -3%
B
2820
Bridgeworth
Alabama
$221K -$819 -4 -0.4%
NSB
2821
Norway Savings Bank
Maine
$221K +$102K +496 +96%
SIGI
2822
Susquehanna International Group (Ireland)
Ireland
$221K +$207K +1,012 New
NS
2823
Newman & Schimel
Illinois
$221K +$207K +1,013 New
SC
2824
Saturna Capital
Washington
$220K
CAM
2825
Costello Asset Management
Pennsylvania
$220K +$46K +225 +29%

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.