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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
CWM
1101
Chronos Wealth Management
Florida
$6.67M -$35K -171 -0.6%
MYLI
1102
Meiji Yasuda Life Insurance
Japan
$6.67M -$2M -9,782 -24%
CCA
1103
Covey Capital Advisors
Georgia
$6.61M -$47.3K -231 -0.8%
CA
1104
Claar Advisors
New York
$6.56M
TCM
1105
Taal Capital Management
Massachusetts
$6.56M +$1.02M +5,000 +20%
GFA
1106
Gifford Fong Associates
California
$6.52M
WCM
1107
Whitener Capital Management
North Carolina
$6.51M +$56.1K +274 +0.9%
FEG
1108
Financial Enhancement Group
Indiana
$6.51M -$320K -1,563 -5%
FCBT
1109
First Citizens Bank & Trust
North Carolina
$6.5M -$338K -1,650 -5%
HT
1110
Heritage Trust
Oklahoma
$6.5M -$70K -342 -1%
AA
1111
ALPS Advisors
Colorado
$6.48M +$158K +770 +3%
HB
1112
Homrich & Berg
Georgia
$6.48M +$159K +779 +3%
CWM
1113
Concentric Wealth Management
California
$6.47M -$42K -205 -0.7%
CT
1114
Coastline Trust
Rhode Island
$6.46M +$530K +2,590 +10%
ACS
1115
Archford Capital Strategies
Illinois
$6.45M +$97.2K +475 +2%
CPA
1116
Capital Planning Advisors
California
$6.44M -$99.7K -487 -2%
FNBOO
1117
First National Bank of Omaha
Nebraska
$6.43M +$109K +531 +2%
VPI
1118
Value Partners Investments
Manitoba, Canada
$6.42M +$651K +3,181 +12%
FFWA
1119
FRG Family Wealth Advisors
Washington
$6.42M -$10.2K -50 -0.2%
DI
1120
Diligent Investors
California
$6.42M +$47.7K +233 +0.8%
P
1121
Pitcairn
Pennsylvania
$6.38M +$132K +644 +2%
WC
1122
Woodstock Corp
Massachusetts
$6.36M +$365K +1,784 +7%
NB
1123
Northwest Bancshares
Pennsylvania
$6.34M +$310K +1,513 +6%
ISL
1124
Ingalls & Snyder LLC
New York
$6.31M +$65.3K +319 +1%
CC
1125
Cannell & Co
New York
$6.29M +$63.4K +310 +1%

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.