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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
RC
1426
RegentAtlantic Capital
New Jersey
$3.64M -$130K -635 -4%
SMG
1427
Spectrum Management Group
Indiana
$3.64M +$64.9K +317 +2%
CPIG
1428
Chicago Partners Investment Group
Illinois
$3.63M +$551K +2,693 +18%
AWA
1429
AmeriServ Wealth Advisors
Pennsylvania
$3.63M +$3.4M +16,609 New
AA
1430
Altman Advisors
Illinois
$3.62M -$78.2K -382 -2%
FTDI
1431
First Trust Direct Indexing
Massachusetts
$3.62M +$3.38M +16,526 New
WMSA
1432
Weiss Multi-Strategy Advisers
New York
$3.61M -$876K -4,281 -21%
JAG
1433
Journey Advisory Group
Kentucky
$3.61M +$3.38M +16,501 New
PTC
1434
Private Trust Company
Ohio
$3.6M +$238K +1,164 +8%
CC
1435
Cadinha & Co
Hawaii
$3.6M -$7.15M -34,916 -68%
SFA
1436
Souders Financial Advisors
Ohio
$3.6M +$43.6K +213 +1%
CGL
1437
Clarius Group LLC
Washington
$3.59M +$328K +1,605 +11%
ECAM
1438
East Coast Asset Management
Massachusetts
$3.57M +$2.66K +13 +0.1%
TSWM
1439
Triangle Securities Wealth Management
North Carolina
$3.57M +$24.1K +118 +0.7%
CFS
1440
CRA Financial Services
New Jersey
$3.56M -$23.3K -114 -0.7%
CH
1441
Canton Hathaway
Rhode Island
$3.54M +$289K +1,413 +10%
EP
1442
Eudaimonia Partners
Tennessee
$3.52M +$186K +907 +6%
FFN
1443
Focus Financial Network
Minnesota
$3.51M +$966K +4,719 +42%
CIG
1444
Consolidated Investment Group
Colorado
$3.5M +$1.02M +5,000 +45%
GEA
1445
Glen Eagle Advisors
New Jersey
$3.49M +$213K +1,040 +7%
HWM
1446
Hohimer Wealth Management
Washington
$3.49M +$20.1K +98 +0.6%
CIC
1447
Chase Investment Counsel
Virginia
$3.48M -$23.3K -114 -0.7%
NC
1448
Northcape Capital
Australia
$3.48M -$97.8K -478 -3%
WPW
1449
Waldron Private Wealth
Pennsylvania
$3.48M -$22.7K -111 -0.7%
BS
1450
Bessemer Securities
New York
$3.48M +$205K +1,000 +7%

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.