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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
CTA
551
Chesley Taft & Associates
Illinois
$28.4M -$1.48M -7,232 -5%
CPSAC
552
Chas P. Smith & Associates (CPS)
Florida
$28.3M +$865K +4,225 +3%
Jones Financial Companies
553
Jones Financial Companies
Missouri
$28.3M +$761K +3,720 +3%
PFPT
554
Pinnacle Financial Partners (Tennessee)
Tennessee
$28.3M -$140K -686 -0.5%
BUB
555
BBVA USA Bancshares
Texas
$28.3M -$2.31M -11,306 -8%
HAM
556
Hyperion Asset Management
Australia
$28.2M +$8.22M +40,165 +45%
VC
557
Vestor Capital
Illinois
$28.2M -$2.18M -10,652 -8%
Caisse de Depot et Placement du Quebec (CDPQ)
558
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$28.1M +$4.56M +22,287 +21%
VCM
559
Vigilant Capital Management
Maine
$27.8M +$215K +1,051 +0.8%
BG
560
Bahl & Gaynor
Ohio
$27.7M -$273K -1,333 -1%
TMAM
561
Tokio Marine Asset Management
Japan
$27.5M -$272K -1,331 -1%
NFAM
562
North Fourth Asset Management
New Jersey
$27.5M +$25.7M +125,554 New
WIA
563
Wealthstreet Investment Advisors
Texas
$27.4M -$639K -3,125 -2%
BCM
564
Bowie Capital Management
Texas
$27.3M +$6.53M +31,900 +34%
RG
565
Renaissance Group
Kentucky
$27.3M -$756K -3,694 -3%
CCA
566
Cobblestone Capital Advisors
New York
$27.2M -$438K -2,141 -2%
MC
567
Middleton & Co
Massachusetts
$27.2M -$205K -1,003 -0.8%
AI
568
Atria Investments
North Carolina
$27.1M +$94.3K +461 +0.4%
OA
569
Oak Associates
Ohio
$27M
AP
570
Appleton Partners
Massachusetts
$27M -$108K -528 -0.4%
NRS
571
Neville Rodie & Shaw
New York
$26.9M -$146K -713 -0.6%
MNBTD
572
Moody National Bank Trust Division
Texas
$26.5M +$161K +788 +0.7%
MGM
573
Miura Global Management
New York
$26.2M +$12.6M +61,600 +105%
MWNA
574
Marshall Wace North America
New York
$26.2M -$4.02M -19,620 -14%
EMPI
575
Elo Mutual Pension Insurance
Finland
$26.2M +$24.5M +119,870 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.