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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
RIG
851
Renaissance Investment Group
Massachusetts
$11.3M +$139K +679 +1%
AIP
852
ARS Investment Partners
New York
$11.3M +$66.7K +326 +0.6%
TAM
853
Trillium Asset Management
Massachusetts
$11.3M +$131K +638 +1%
MFAM
854
Motley Fool Asset Management
Virginia
$11.2M +$1.11M +5,409 +12%
SBL
855
Sargent Bickham Lagudis
Colorado
$11.2M +$239K +1,166 +2%
AIP
856
Ameritas Investment Partners
Nebraska
$11.1M +$4.37M +21,371 +72%
PCR
857
Potrero Capital Research
California
$11.1M
CNB
858
Camden National Bank
Maine
$11.1M -$694K -3,389 -6%
BHB
859
Bank Hapoalim BM
Israel
$11M +$356K +1,742 +4%
AAS
860
Avantax Advisory Services
Texas
$11M -$15.1M -74,030 -59%
BMC
861
Benin Management Corp
Connecticut
$11M -$374K -1,830 -4%
AFIA
862
America First Investment Advisors
Nebraska
$11M -$238K -1,165 -2%
CC
863
Courier Capital
New York
$10.9M -$30.7K -150 -0.3%
HWA
864
Heritage Wealth Advisors
Virginia
$10.9M +$7.55M +36,888 +281%
PG
865
Patten Group
Tennessee
$10.9M -$97K -474 -0.9%
WS
866
Wedbush Securities
California
$10.9M -$212K -1,036 -2%
NIA
867
Northstar Investment Advisors
Colorado
$10.8M +$194K +947 +2%
NI
868
Nepsis Inc
Minnesota
$10.8M +$320K +1,562 +3%
WMC
869
Westwood Management Corporation
Illinois
$10.8M -$296K -1,447 -3%
CM
870
Churchill Management
California
$10.8M -$545K -2,662 -5%
PPSG
871
Princeton Portfolio Strategies Group
New Jersey
$10.7M -$73.3K -358 -0.7%
FCH
872
Freestone Capital Holdings
Washington
$10.7M -$177K -866 -2%
KWM
873
Kingsview Wealth Management
Oregon
$10.7M +$1.99M +9,735 +25%
DAC
874
Dividend Assets Capital
South Carolina
$10.7M +$1.13M +5,518 +13%
SWP
875
Stratos Wealth Partners
Ohio
$10.7M +$64.1K +313 +0.6%

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.