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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
TCM
751
Thames Capital Management
New Jersey
$15.3M -$3.39M -16,571 -19%
DWM
752
Dakota Wealth Management
Florida
$15.2M +$2.68M +13,108 +23%
DP
753
Dundas Partners
United Kingdom
$15.2M
KWMG
754
King Wealth Management Group
Florida
$15M -$507K -2,479 -3%
EIA
755
Edgemoor Investment Advisors
Maryland
$15M -$124K -608 -0.9%
VIM
756
Vancity Investment Management
British Columbia, Canada
$15M +$14M +68,409 New
ORI
757
Oak Ridge Investments
Illinois
$14.9M -$5.51M -26,941 -28%
SC
758
Skylands Capital
Wisconsin
$14.9M -$189K -925 -1%
SGK
759
Steigerwald Gordon & Koch
Virginia
$14.9M +$120K +588 +0.9%
AC
760
Addenda Capital
Quebec, Canada
$14.7M -$239K -1,169 -2%
SSWM
761
Sheets Smith Wealth Management
North Carolina
$14.7M -$815K -3,982 -6%
BCP
762
Blue Chip Partners
Michigan
$14.7M +$843K +4,120 +7%
KHLMVGHM
763
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$14.7M +$380K +1,855 +3%
TRCT
764
Tower Research Capital (TRC)
New York
$14.6M +$4.79M +23,403 +54%
SC
765
Saybrook Capital
North Carolina
$14.5M +$36.8K +180 +0.3%
KPWS
766
Kestra Private Wealth Services
Texas
$14.5M +$761K +3,720 +6%
SBWIC
767
Schaper Benz & Wise Investment Counsel
Wisconsin
$14.5M +$45.2K +221 +0.3%
SPC
768
Sigma Planning Corp
Michigan
$14.5M +$578K +2,823 +4%
V
769
Veritable
Delaware
$14.4M -$763K -3,730 -5%
FMLI
770
Fukoku Mutual Life Insurance
Japan
$14.2M -$859K -4,200 -6%
SHGA
771
Sand Hill Global Advisors
California
$14.2M -$111K -541 -0.8%
MCM
772
Murphy Capital Management
New Jersey
$14.2M -$262K -1,282 -2%
LS
773
Livforsakringsbolaget Skandia
Sweden
$14.2M +$1.35M +6,600 +11%
QC
774
Quadrature Capital
United Kingdom
$14.1M -$28.8M -140,587 -68%
GP
775
Girard Partners
Pennsylvania
$14.1M +$371K +1,814 +3%

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.