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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
BHA
1451
Beech Hill Advisors
New York
$3.47M +$2.2M +10,760 +211%
PP
1452
Pegasus Partners
Wisconsin
$3.47M -$310K -1,516 -9%
FMTCOCP
1453
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.46M
RIM
1454
Regent Investment Management
Kentucky
$3.46M -$276K -1,350 -8%
NCGI
1455
Next Century Growth Investors
Minnesota
$3.45M -$155K -755 -5%
DR
1456
Davis Rea
Ontario, Canada
$3.45M +$105K +512 +3%
CCA
1457
Catalyst Capital Advisors
New York
$3.43M +$2.75M +13,450 +598%
AWMT
1458
AAFMAA Wealth Management & Trust
North Carolina
$3.43M +$3.21M +15,700 New
NFG
1459
Next Financial Group
Texas
$3.43M -$201K -983 -6%
BST
1460
Bath Savings Trust
Maine
$3.43M +$137K +671 +4%
CDH
1461
Charles D. Hyman
$3.42M -$32.7K -160 -1%
IWS
1462
Insight Wealth Strategies
California
$3.41M +$60.2K +294 +2%
RFA
1463
Reilly Financial Advisors
California
$3.41M -$35.8K -175 -1%
GBT
1464
Grove Bank & Trust
Florida
$3.39M +$179K +873 +6%
SW
1465
StrongBox Wealth
Missouri
$3.39M +$161K +786 +5%
KCPG
1466
Kavar Capital Partners Group
Kansas
$3.38M +$314K +1,532 +11%
CANC
1467
Culbertson A N & Co
Virginia
$3.38M -$75.7K -370 -2%
PFA
1468
Paradigm Financial Advisors
Missouri
$3.37M -$658K -3,216 -17%
TFS
1469
Thoroughbred Financial Services
Tennessee
$3.37M +$240K +1,175 +8%
BRA
1470
Blue Rock Advisors
Minnesota
$3.36M +$3.14M +15,361 New
IIA
1471
ICW Investment Advisors
Arizona
$3.36M -$37.4K -183 -1%
SFA
1472
Sequoia Financial Advisors
Ohio
$3.36M +$311K +1,521 +11%
BPA
1473
Beacon Pointe Advisors
California
$3.35M +$1.3M +6,348 +71%
LOPW
1474
Live Oak Private Wealth
North Carolina
$3.34M +$41.5K +203 +1%
CA
1475
Crewe Advisors
Utah
$3.32M +$3.89K +19 +0.1%

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.