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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
JSC
1301
Jackson Square Capital
California
$4.65M +$124K +608 +3%
GWSG
1302
GPS Wealth Strategies Group
Colorado
$4.64M -$16.2K -79 -0.4%
LSWM
1303
Lorne Steinberg Wealth Management
Canada
$4.63M +$4.32M +21,112 New
KA
1304
Kerrisdale Advisers
Florida
$4.63M
LWMM
1305
Legacy Wealth Management (Mississippi)
Mississippi
$4.61M +$86.4K +422 +2%
MCM
1306
Maryland Capital Management
Maryland
$4.6M -$13.5K -66 -0.3%
VLC
1307
Van Leeuwen & Company
New Jersey
$4.6M -$1.84M -9,007 -30%
OCM
1308
Olstein Capital Management
New York
$4.59M -$614K -3,000 -13%
RA
1309
Rational Advisors
New York
$4.59M +$2.56M +12,495 +147%
TPA
1310
Trivium Point Advisory
Connecticut
$4.58M +$309K +1,510 +8%
MMM
1311
Mendel Money Management
Illinois
$4.57M +$57.3K +280 +1%
HAIM
1312
Hunter Associates Investment Management
Pennsylvania
$4.54M +$267K +1,303 +7%
WIS
1313
Wright Investors Service
Connecticut
$4.53M -$1.7M -8,294 -29%
IMOV
1314
Investment Management of Virginia
Virginia
$4.53M +$21.9K +107 +0.5%
PAM
1315
Pinpoint Asset Management
Hong Kong
$4.53M -$81.9K -400 -2%
LS
1316
Leelyn Smith
Illinois
$4.53M +$222K +1,087 +8%
ANTB
1317
AMG National Trust Bank
Colorado
$4.51M +$109K +531 +3%
EH
1318
Equitable Holdings
New York
$4.5M +$61.2K +299 +1%
CNBTD
1319
Citizens National Bank Trust Department
Mississippi
$4.46M +$626K +3,059 +18%
SAM
1320
Stansberry Asset Management
Texas
$4.46M +$197K +961 +5%
PCA
1321
Personal Capital Advisors
California
$4.46M +$445K +2,174 +12%
AWM
1322
Altium Wealth Management
New York
$4.42M +$159K +776 +4%
TCM
1323
Teza Capital Management
Illinois
$4.42M +$3.49M +17,058 +545%
HBT
1324
Hills Bank & Trust
Iowa
$4.41M -$3.07K -15 -0.1%
Simplex Trading
1325
Simplex Trading
Illinois
$4.41M -$4.71M -23,000 -53%

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.