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
AWM
2876
AllSquare Wealth Management
New York
$190K +$51.2K +250 +41%
FWM
2877
Focused Wealth Management
New York
$182K +$3.27K +16 +2%
AA
2878
Addison Advisors
Vermont
$180K +$169K +825 New
COCM
2879
Charter Oak Capital Management
New Hampshire
$179K +$167K +816 New
ARMC
2880
American Research & Management Company
Massachusetts
$178K +$76.7K +375 +86%
CPWM
2881
Cypress Point Wealth Management
Texas
$177K +$166K +810 New
EARNEST Partners
2882
EARNEST Partners
Georgia
$171K
JWM
2883
Janiczek Wealth Management
Colorado
$167K +$62.2K +304 +66%
GWMIA
2884
Global Wealth Management Investment Advisory
Florida
$166K -$19.6K -96 -11%
BSG
2885
Black Swift Group
Colorado
$164K
MIHAS
2886
Maj Invest Holding A/S
Denmark
$164K +$153K +750 New
JIR
2887
James Investment Research
Ohio
$163K -$210K -1,025 -58%
LWA
2888
Lowe Wealth Advisors
Maryland
$161K
HGWM
2889
Harvest Group Wealth Management
Massachusetts
$157K +$11.7K +57 +9%
MWP
2890
Meridian Wealth Partners
Pennsylvania
$157K +$27.2K +133 +23%
FFA
2891
Freedman Financial Associates
Massachusetts
$154K +$144K +704 New
HCM
2892
Highlander Capital Management
New Jersey
$153K
TF
2893
TimeScale Financial
Massachusetts
$152K -$8.6K -42 -6%
CYG
2894
Clean Yield Group
Vermont
$152K +$14.3K +70 +11%
LAM
2895
Lountzis Asset Management
Pennsylvania
$151K
TLFA
2896
True Link Financial Advisors
California
$150K +$141K +687 New
TFGT
2897
TS Financial Group (TSFG)
Illinois
$146K -$3.27K -16 -2%
CIA
2898
Cascade Investment Advisors
Oregon
$145K
RG
2899
Retirement Group
California
$145K -$277K -1,356 -67%
FFG
2900
Fortem Financial Group
California
$140K +$131K +638 New

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.