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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
SSB
951
Sandy Spring Bank
Maryland
$9.13M +$3.07K +15 +0%
BFC
952
Blue Fin Capital
Rhode Island
$9.11M +$481K +2,352 +6%
FTC
953
Farmers Trust Company
Ohio
$9.1M -$316K -1,542 -4%
LWM
954
Lyell Wealth Management
California
$9.1M +$717K +3,505 +9%
SGAM
955
Smith Group Asset Management
Texas
$9.07M -$260K -1,270 -3%
PWP
956
Principle Wealth Partners
Connecticut
$9M +$1.48M +7,219 +21%
LW
957
Linscomb Wealth
Texas
$8.98M -$131K -640 -2%
SWM
958
Segment Wealth Management
Texas
$8.97M -$334K -1,632 -4%
MBTD
959
Mechanics Bank - Trust Department
California
$8.95M +$110K +536 +1%
FC
960
FORA Capital
Florida
$8.93M +$7.73M +37,765 +1,235%
CK
961
Cohen Klingenstein
New York
$8.92M
IMRF
962
Illinois Municipal Retirement Fund
Illinois
$8.88M +$4.36M +21,283 +110%
FG
963
Fiduciary Group
Georgia
$8.86M +$126K +616 +1%
IWC
964
Integrated Wealth Concepts
Massachusetts
$8.86M +$380K +1,856 +5%
WAM
965
World Asset Management
Michigan
$8.85M -$252K -1,232 -3%
LCM
966
Liberty Capital Management
Michigan
$8.85M +$8.28M +40,454 New
VAS
967
Vestmark Advisory Solutions
Massachusetts
$8.84M +$959K +4,686 +13%
SCM
968
Snyder Capital Management
California
$8.83M +$611K +2,988 +8%
MIAN
969
Mariner Independent Advisor Network
Kansas
$8.82M -$258K -1,263 -3%
O
970
Ossiam
France
$8.81M +$8.22M +40,190 +38,644%
CTA
971
Carillon Tower Advisers
Florida
$8.79M -$3.03M -14,800 -27%
OSIA
972
O'Shares Investment Advisers
Massachusetts
$8.78M +$751K +3,671 +10%
AF
973
Ally Financial
Michigan
$8.75M
HHMI
974
Howard Hughes Medical Institute
Maryland
$8.75M
SM
975
Selkirk Management
New Jersey
$8.75M

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.