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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
AF
801
Arrow Financial
New York
$13.1M -$54.4K -266 -0.4%
SCA
802
Spearhead Capital Advisors
Florida
$13M +$710K +3,471 +6%
RIG
803
Roosevelt Investment Group
New York
$13M -$123K -603 -1%
CI
804
Cigna Investments
Connecticut
$13M +$967K +4,723 +9%
AWM
805
Absher Wealth Management
North Carolina
$13M +$405K +1,979 +3%
TIAM
806
TT International Asset Management
United Kingdom
$12.9M +$12.1M +59,196 New
CCM
807
Consolidated Capital Management
California
$12.9M -$2.82M -13,770 -19%
JCM
808
Janney Capital Management
Pennsylvania
$12.9M -$205K -1,001 -2%
VFA
809
Valeo Financial Advisors
Indiana
$12.9M +$20.3M +99,247 +228%
WP
810
WMS Partners
Maryland
$12.9M +$37.2K +182 +0.3%
PAM
811
Peak Asset Management
Colorado
$12.8M -$135K -658 -1%
CWM
812
Calamos Wealth Management
Illinois
$12.7M +$528K +2,582 +5%
EPC
813
Emerson Point Capital
New York
$12.7M +$3.08M +15,073 +35%
MGIA
814
Matthew Goff Investment Advisor
Texas
$12.7M +$46.7K +228 +0.4%
LBD
815
Landsberg Bennett & Dubbaneh
Florida
$12.7M -$20.7K -101 -0.2%
VW
816
Vantage Wealth
California
$12.6M +$208K +1,015 +2%
DWA
817
Douglass Winthrop Advisors
New York
$12.6M -$7.16K -35 -0.1%
B
818
Brightworth
Georgia
$12.6M -$196K -957 -2%
FAT
819
First American Trust
California
$12.5M +$506K +2,475 +5%
WCA
820
Waratah Capital Advisors
Ontario, Canada
$12.4M -$16.9M -82,640 -59%
Select Equity Group
821
Select Equity Group
New York
$12.3M +$3.03M +14,797 +36%
WTB
822
Washington Trust Bank
Washington
$12.3M +$1.23M +5,999 +12%
GG
823
Greenwood Gearhart
Arkansas
$12.3M +$225K +1,101 +2%
WCM
824
Wisconsin Capital Management
Wisconsin
$12.3M +$419K +2,047 +4%
OA
825
Oxbow Advisors
Texas
$12.3M +$242K +1,185 +2%

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.