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
SFG
726
Sather Financial Group
Texas
$16.4M +$4.11M +20,088 +37%
HC
727
Hendley & Co
Ohio
$16.3M -$727K -3,555 -5%
CAN
728
Cetera Advisor Networks
California
$16.3M -$57.3K -280 -0.4%
KCM
729
Kornitzer Capital Management
Kansas
$16.2M +$126K +615 +0.8%
RMSCM
730
R.M. Sincerbeaux Capital Management
New York
$16.1M -$443K -2,163 -3%
SWM
731
SVA Wealth Management
Wisconsin
$16.1M -$1.12M -5,482 -7%
CAMG
732
CWA Asset Management Group
Florida
$16M +$863K +4,216 +6%
ACI
733
Alpha Cubed Investments
California
$16M -$608K -2,971 -4%
CIA
734
CCM Investment Advisers
South Carolina
$15.9M -$136K -664 -0.9%
Baillie Gifford & Co
735
Baillie Gifford & Co
United Kingdom
$15.8M -$1.85M -9,025 -11%
AHC
736
Anderson Hoagland & Co
Missouri
$15.8M +$4.07M +19,869 +38%
EP
737
Edgestream Partners
New Jersey
$15.8M +$8.65M +42,285 +142%
GJCM
738
Grand Jean Capital Management
California
$15.7M +$765K +3,738 +5%
TAS
739
TIFF Advisory Services
Pennsylvania
$15.7M
NA
740
NewEdge Advisors
Louisiana
$15.7M -$1.74M -8,482 -11%
AC
741
Abbrea Capital
California
$15.7M +$710K +3,468 +5%
MC
742
Moors & Cabot
Massachusetts
$15.7M -$497K -2,429 -3%
GAM
743
Guinness Asset Management
United Kingdom
$15.7M +$3.05M +14,890 +26%
ACM
744
Azimuth Capital Management
Michigan
$15.6M -$4.32M -21,131 -23%
MA
745
Montag & Associates
Georgia
$15.6M -$1.47M -7,160 -9%
SC
746
Sepio Capital
Utah
$15.5M +$2.89M +14,101 +25%
AP
747
Advisor Partners
California
$15.5M -$117K -571 -0.8%
GAM
748
Gotham Asset Management
New York
$15.3M -$564K -2,758 -4%
AMI
749
Amica Mutual Insurance
Rhode Island
$15.3M
OAC
750
OMERS Administration Corp
Ontario, Canada
$15.3M +$3.93M +19,193 +38%

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.