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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
CWG
1351
Cornerstone Wealth Group
North Carolina
$4.21M +$547K +2,674 +16%
SXL
1352
Summit X LLC
Missouri
$4.21M -$64.5K -315 -2%
S
1353
Surevest
California
$4.21M +$158K +773 +4%
GCC
1354
Guardian Capital (Canada)
Ontario, Canada
$4.19M +$225K +1,101 +6%
ACM
1355
AlphaStar Capital Management
North Carolina
$4.19M +$1.17M +5,711 +38%
WBC
1356
West Branch Capital
Massachusetts
$4.15M -$1.02K -5 -0%
FCM
1357
Fairbanks Capital Management
California
$4.14M -$23.3K -114 -0.6%
BKA
1358
Brick & Kyle Associates
Pennsylvania
$4.13M +$109K +532 +3%
IRAG
1359
Investment Research & Advisory Group
Georgia
$4.11M +$11.3K +55 +0.3%
AC
1360
Aristides Capital
Kentucky
$4.11M
M
1361
Mirova
France
$4.1M +$27K +132 +0.7%
AAMA
1362
Advanced Asset Management Advisors
Ohio
$4.08M
GIA
1363
GHP Investment Advisors
Colorado
$4.07M +$171K +836 +5%
ZCA
1364
Zeke Capital Advisors
Pennsylvania
$4.07M +$757K +3,699 +25%
OCM
1365
One Capital Management
California
$4.07M +$402K +1,966 +12%
SWM
1366
SeaCrest Wealth Management
New York
$4.06M +$234K +1,144 +7%
SIM
1367
Stratos Investment Management
Ohio
$4.06M +$392K +1,916 +12%
HFM
1368
Hartford Financial Management
Connecticut
$4.06M +$819 +4 +0%
PFS
1369
Physicians Financial Services
North Carolina
$4.05M -$383K -1,873 -9%
SC
1370
Scholtz & Company
Connecticut
$4.04M -$585K -2,861 -13%
MCCP
1371
Mission Creek Capital Partners
California
$4.04M +$105K +512 +3%
BP
1372
Ballentine Partners
Massachusetts
$4.01M -$578K -2,826 -13%
SCI
1373
Stableford Capital II
Arizona
$4.01M +$93.1K +455 +3%
MWM
1374
Meridian Wealth Management
Kentucky
$4M +$770K +3,762 +26%
BOS
1375
Bank of Stockton
California
$3.99M -$235K -1,149 -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.