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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
WWM
1251
Western Wealth Management
Colorado
$4.99M +$53.6K +262 +1%
RG
1252
Rikoon Group
New Mexico
$4.99M -$43.8K -214 -0.9%
CG
1253
Caprock Group
Idaho
$4.99M +$93.7K +458 +2%
OMC
1254
Overbrook Management Corp
New York
$4.98M -$6.97M -34,083 -60%
VPIM
1255
Vanguard Personalized Indexing Management
California
$4.98M +$428K +2,091 +10%
OPS
1256
Orion Portfolio Solutions
Nebraska
$4.97M +$1.25M +6,097 +37%
FMBTD
1257
First Midwest Bank Trust Division
Illinois
$4.96M -$253K -1,235 -5%
HKIM
1258
Hayek Kallen Investment Management
Alabama
$4.96M +$12.3K +60 +0.3%
PWM
1259
Purus Wealth Management
California
$4.96M +$4.64M +22,656 New
MMG
1260
Monetary Management Group
Missouri
$4.95M -$30.7K -150 -0.7%
MCM
1261
Mitchell Capital Management
Kansas
$4.95M -$72K -352 -2%
FWM
1262
Frontier Wealth Management
Missouri
$4.95M +$4.3K +21 +0.1%
SF
1263
Symphony Financial
Texas
$4.95M +$200K +976 +4%
DAS
1264
Dynamic Advisor Solutions
Arizona
$4.93M +$140K +684 +3%
LWM
1265
Laidlaw Wealth Management
New York
$4.93M +$2.7M +13,195 +141%
EI
1266
Ethic Inc
New York
$4.92M +$787K +3,844 +21%
LFGH
1267
Lee Financial Group Hawaii
Hawaii
$4.91M -$267K -1,304 -5%
GIM
1268
Goelzer Investment Management
Indiana
$4.91M -$69K -337 -1%
SCA
1269
Stokes Capital Advisors
South Carolina
$4.91M +$188K +920 +4%
BIMC
1270
Benson Investment Management Company
Virginia
$4.91M +$271K +1,325 +6%
SIM
1271
Sonora Investment Management
Arizona
$4.9M +$982K +4,800 +27%
SC
1272
Searle & Co
Connecticut
$4.9M +$23.9K +117 +0.5%
AIA
1273
Armor Investment Advisors
North Carolina
$4.9M +$286K +1,397 +7%
EGM
1274
Engineers Gate Manager
New York
$4.89M -$2.17M -10,616 -32%
TA
1275
Tiedemann Advisors
New York
$4.89M +$277K +1,355 +6%

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.