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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
NCM
1076
Noesis Capital Mangement
Florida
$6.94M +$155K +755 +2%
WAS
1077
Wealth Advisory Solutions
Indiana
$6.92M +$120K +584 +2%
PG
1078
Pendal Group
Australia
$6.92M -$1.41M -6,886 -18%
HVIA
1079
Hudson Valley Investment Advisors
New York
$6.92M +$64.5K +315 +1%
JAM
1080
JCIC Asset Management
Ontario, Canada
$6.91M +$269K +1,315 +4%
FHB
1081
First Hawaiian Bank
Hawaii
$6.91M -$42.2K -206 -0.6%
FPCM
1082
Financial Partners Capital Management
New York
$6.89M -$6.14K -30 -0.1%
CT
1083
Caldwell Trust
Florida
$6.89M +$9.82K +48 +0.2%
NCM
1084
Nelson Capital Management
California
$6.89M -$2.51M -12,244 -28%
FHA
1085
Flagship Harbor Advisors
Massachusetts
$6.84M -$141K -689 -2%
JCM
1086
Jacobi Capital Management
Pennsylvania
$6.83M +$107K +524 +2%
HWCM
1087
Hudson Way Capital Management
Texas
$6.82M -$500K -2,442 -7%
FF
1088
FourThought Financial
Florida
$6.81M +$6.37M +31,148 New
WTFG
1089
Wells Trecaso Financial Group
Ohio
$6.8M -$6.55K -32 -0.1%
FCT
1090
Family Capital Trust
Massachusetts
$6.8M
UF
1091
Univest Financial
Pennsylvania
$6.79M +$123K +602 +2%
CG
1092
CFO4Life Group
Texas
$6.78M +$13.1K +64 +0.2%
SMFG
1093
Sumitomo Mitsui Financial Group
Japan
$6.78M +$307K +1,502 +5%
RIL
1094
Rothschild Investment LLC
Illinois
$6.76M -$186K -909 -3%
KOCAA
1095
Knights of Columbus Asset Advisors
Connecticut
$6.74M -$1.39M -6,807 -18%
CIM
1096
Contravisory Investment Management
Massachusetts
$6.74M -$74.3K -363 -1%
CWP
1097
CFM Wealth Partners
Texas
$6.74M -$279K -1,365 -4%
BAM
1098
Bell Asset Management
Australia
$6.71M +$284K +1,389 +5%
AC
1099
Alexandria Capital
Virginia
$6.71M +$394K +1,927 +7%
SAM
1100
Sycomore Asset Management
France
$6.7M -$2.55M -12,439 -29%

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.