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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
CFGS
1051
Concourse Financial Group Securities
Alabama
$7.26M +$627K +3,063 +10%
MMA
1052
Miracle Mile Advisors
California
$7.26M +$364K +1,779 +6%
PA
1053
Perennial Advisors
New York
$7.25M +$64.1K +313 +1%
AW
1054
ACG Wealth
Georgia
$7.24M -$192K -939 -3%
AWCI
1055
Alpine Woods Capital Investors
New York
$7.22M +$4.72M +23,051 +232%
BHWM
1056
Bar Harbor Wealth Management
New Hampshire
$7.21M -$786K -3,839 -10%
CC
1057
Codex Capital
New York
$7.19M -$143K -700 -2%
VWA
1058
V Wealth Advisors
Kansas
$7.18M +$4.24M +20,733 +171%
AG
1059
AIA Group
Hong Kong
$7.16M +$7.28M +35,574 New
TIP
1060
Torray Investment Partners
Maryland
$7.14M -$233K -1,141 -3%
WI
1061
Wintrust Investments
Illinois
$7.12M -$478K -2,337 -6%
BA
1062
Bristlecone Advisors
Washington
$7.09M +$10.8K +53 +0.2%
RPC
1063
Rossmore Private Capital
Connecticut
$7.09M -$85.3K -417 -1%
CM
1064
Capital Management
Virginia
$7.07M -$441K -2,156 -6%
FPTW
1065
Franklin, Parlapiano, Turner & Welch
Texas
$7.07M -$194K -950 -3%
GI
1066
Gradient Investments
Minnesota
$7.07M -$63K -308 -0.9%
WFG
1067
Wills Financial Group
Virginia
$7.06M +$99.3K +485 +2%
MMC
1068
Mizuho Markets Cayman
Cayman Islands
$7.04M +$178K +870 +3%
AWM
1069
Apollon Wealth Management
South Carolina
$7.03M +$6.26M +30,608 +2,010%
PHAM
1070
Pacific Heights Asset Management
California
$7M
LG
1071
Leuthold Group
Minnesota
$6.99M -$4.43M -21,630 -40%
DCM
1072
Donaldson Capital Management
Indiana
$6.98M +$218K +1,067 +3%
DA
1073
Dash Acquisitions
California
$6.96M +$6.51M +31,826 New
HKAM
1074
Horizon Kinetics Asset Management
New York
$6.96M -$698K -3,410 -10%
TI
1075
Trexquant Investment
Connecticut
$6.96M -$4.63M -22,623 -42%

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.