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
CMA
2976
Cedar Mountain Advisors
Oregon
$35K
SJIM
2977
St. Johns Investment Management
Florida
$35K
NCM
2978
New Capital Management
Texas
$35K +$32.7K +160 New
HS
2979
Horan Securities
United States
$29K +$22.1K +108 +432%
CL
2980
COWA LLC
Oklahoma
$29K +$28.9K +141 New
SC
2981
Steph & Co
Wisconsin
$28K
FIA
2982
FNY Investment Advisers
New York
$27K +$14.5K +71 +129%
KC
2983
Kinloch Capital
Virginia
$27K +$25.6K +125 New
FCM
2984
Firestone Capital Management
Florida
$26K
CIR
2985
Clear Investment Research
Georgia
$25K
IA
2986
IFS Advisors
Kansas
$24K +$22.5K +110 New
VCG
2987
Vantage Consulting Group
Virginia
$23K +$21.3K +104 New
MFA
2988
McClarren Financial Advisors
Pennsylvania
$22K +$20.5K +100 New
CA
2989
Centerpoint Advisors
Massachusetts
$20K
SWM
2990
Selective Wealth Management
Virginia
$20K
RCWMU
2991
Rothschild & Co Wealth Management (UK)
United Kingdom
$19K
SSWG
2992
Seven Springs Wealth Group
Tennessee
$19K
IA
2993
Inspire Advisors
Idaho
$18K +$17K +83 New
DCM
2994
Disciplina Capital Management
Tennessee
$17.1K +$16K +78 New
HL
2995
Harding Loevner
New Jersey
$17K
FGAM
2996
Financial Gravity Asset Management
Texas
$17K +$16.4K +80 New
RDFA
2997
Ritter Daniher Financial Advisory
Ohio
$16K +$15.1K +74 New
SIAP
2998
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$14K +$614 +3 +2%
CWM
2999
Cranbrook Wealth Management
Michigan
$14K +$4.91K +24 +63%
TI
3000
Truehand Inc
New Hampshire
$13K

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.