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
UOC
976
UBS O'Connor
Illinois
$8.75M +$8.19M +40,000 New
RA
977
Rovida Advisors
Florida
$8.74M
OPCM
978
Osborne Partners Capital Management
California
$8.72M +$2.32M +11,358 +40%
CAM
979
Cypress Asset Management
Texas
$8.71M -$16.4K -80 -0.2%
HIMC
980
Heritage Investors Management Corp
Maryland
$8.71M +$840K +4,107 +12%
IHL
981
Investment House LLC
California
$8.69M +$114K +556 +1%
TCOO
982
Trust Company of Oklahoma
Oklahoma
$8.68M -$156K -761 -2%
SFS
983
Sowell Financial Services
Arkansas
$8.66M -$284K -1,386 -3%
FB
984
Fulton Bank
Pennsylvania
$8.65M +$271K +1,325 +3%
NCM
985
Novare Capital Management
North Carolina
$8.64M -$143K -699 -2%
AF
986
Alerus Financial
North Dakota
$8.57M -$2.89M -14,116 -26%
PCM
987
Parsons Capital Management
Rhode Island
$8.56M -$71.6K -350 -0.9%
KCP
988
KDI Capital Partners
North Carolina
$8.56M +$60K +293 +0.8%
MI
989
Markston International
New York
$8.56M -$397K -1,942 -5%
SIMM
990
Stillwater Investment Management (Minnesota)
Minnesota
$8.54M +$19.9K +97 +0.2%
CIM
991
Chapman Investment Management
California
$8.53M +$237K +1,156 +3%
SA
992
Strategic Advisors
New York
$8.52M -$202K -989 -2%
WA
993
Wealth Advisors
California
$8.49M
HWA
994
HCR Wealth Advisors
California
$8.49M +$77.8K +380 +1%
RSVP
995
Ramsay Stattman Vela & Price
Colorado
$8.48M +$36.8K +180 +0.5%
IEFM
996
IQ EQ Fund Management
Ireland
$8.46M +$68.8K +336 +0.9%
RCP
997
Rothschild Capital Partners
New York
$8.4M +$162K +790 +2%
BAM
998
Bruderman Asset Management
New York
$8.39M +$494K +2,412 +7%
WIC
999
WealthBridge Investment Counsel
Alberta, Canada
$8.36M -$56.3K -275 -0.7%
AAS
1000
Annex Advisory Services
Wisconsin
$8.35M +$5.42M +26,504 +227%

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.