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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
SCM
1226
Schnieders Capital Management
California
$5.21M +$149K +730 +3%
MHS
1227
M Holdings Securities
Oregon
$5.2M +$259K +1,268 +6%
FIG
1228
Freed Investment Group
Massachusetts
$5.2M +$4.86M +23,772 New
S
1229
SimplyRich
California
$5.19M
PP
1230
Prospector Partners
Connecticut
$5.18M -$71.6K -350 -1%
PP
1231
PDT Partners
New York
$5.17M -$3.29M -16,078 -40%
BP
1232
Broadleaf Partners
Ohio
$5.17M -$33.6K -164 -0.7%
SC
1233
Sawyer & Company
Massachusetts
$5.17M -$47.1K -230 -1%
CT
1234
Clearstead Trust
Maine
$5.15M +$353K +1,724 +8%
SFP
1235
Shepherd Financial Partners
Massachusetts
$5.14M +$126K +617 +3%
LA
1236
LVW Advisors
New York
$5.14M +$838K +4,097 +21%
IFG
1237
Independent Financial Group
California
$5.14M -$66.1K -323 -1%
BIM
1238
Baldwin Investment Management
Pennsylvania
$5.12M +$363K +1,775 +8%
AIC
1239
Argus Investors Counsel
New York
$5.11M -$718K -3,510 -13%
CA
1240
Cornerstone Advisory
Maryland
$5.1M -$51.4K -251 -1%
VCM
1241
Virtue Capital Management
Tennessee
$5.09M -$31.3K -153 -0.7%
ECM
1242
Exchange Capital Management
Michigan
$5.08M -$140K -684 -3%
BSW
1243
Buckingham Strategic Wealth
Missouri
$5.05M +$1.44M +7,051 +44%
AWP
1244
Ascent Wealth Partners
New York
$5.05M -$99.9K -488 -2%
LSA
1245
L & S Advisors
California
$5.04M -$2.61M -12,777 -36%
ED
1246
Exane Derivatives
France
$5.03M -$445K -2,174 -9%
HIM
1247
Hotaling Investment Management
Pennsylvania
$5.01M +$18.2K +89 +0.4%
EFS
1248
Essex Financial Services
Connecticut
$5M +$398K +1,944 +9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1249
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5M +$2.83M +13,828 +153%
MGAM
1250
McGowan Group Asset Management
Texas
$4.99M -$23.9K -117 -0.5%

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.