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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
ADL
1401
Asset Dedication LLC
California
$3.81M +$98.6K +482 +3%
WDA
1402
Wendell David Associates
New Hampshire
$3.81M +$169K +828 +5%
ACM
1403
Alpha Capital Management
Texas
$3.8M +$9K +44 +0.3%
GCM
1404
Gables Capital Management
Florida
$3.79M -$20.5K -100 -0.6%
VWM
1405
Venturi Wealth Management
Texas
$3.77M -$84.3K -412 -2%
RCM
1406
RB Capital Management
Nevada
$3.75M +$22.3K +109 +0.6%
RS
1407
Robeco Schweiz
Switzerland
$3.75M -$1.05M -5,129 -23%
NAM
1408
NTV Asset Management
West Virginia
$3.75M -$15.3K -75 -0.4%
DP
1409
Dearborn Partners
Illinois
$3.75M -$77.4K -378 -2%
HAS
1410
HBW Advisory Services
California
$3.74M +$320K +1,566 +10%
Wealth Enhancement Advisory Services
1411
Wealth Enhancement Advisory Services
Minnesota
$3.73M -$3.39M -16,544 -47%
WPC
1412
White Pine Capital
Minnesota
$3.73M -$84.9K -415 -2%
PLFAM
1413
Pineno Levin & Ford Asset Management
Virginia
$3.72M
CCA
1414
Checchi Capital Advisers
California
$3.72M -$170K -832 -5%
CWA
1415
Clarity Wealth Advisors
California
$3.71M +$55K +269 +2%
ST
1416
Smithfield Trust
Pennsylvania
$3.7M +$116K +566 +3%
KJHP
1417
K.J. Harrison & Partners
Ontario, Canada
$3.69M +$1.02K +5 +0%
NCM
1418
Northside Capital Management
Oregon
$3.67M
FIM
1419
FWL Investment Management
Texas
$3.67M +$3.43M +16,769 New
AIM
1420
Aigen Investment Management
New York
$3.67M -$8.41M -41,108 -71%
WCM
1421
Washburn Capital Management
Florida
$3.66M -$8.19K -40 -0.2%
MIC
1422
Means Investment Company
Maine
$3.65M +$364K +1,778 +11%
NO
1423
Ninety One
South Africa
$3.65M -$74.7K -365 -2%
BWG
1424
Beta Wealth Group
California
$3.65M +$3.42M +16,698 New
WG
1425
Watchman Group
Texas
$3.64M -$75.7K -370 -2%

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.