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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
ESB
1476
Essex Savings Bank
Connecticut
$3.31M +$190K +928 +7%
KTM
1477
Keeler Thomas Management
Utah
$3.31M +$63K +308 +2%
AT
1478
Arden Trust
Delaware
$3.31M +$126K +615 +4%
NB
1479
NBT Bank
New York
$3.3M +$216K +1,055 +8%
PAMG
1480
Patton Albertson Miller Group
Tennessee
$3.29M -$105K -512 -3%
MFS
1481
Monetta Financial Services
Illinois
$3.28M -$2.66M -13,000 -46%
ACM
1482
Advent Capital Management
New York
$3.28M
BCM
1483
Brookstone Capital Management
Illinois
$3.25M +$40.7K +199 +1%
PHS
1484
Pekin Hardy Strauss
Illinois
$3.24M
DJSG
1485
D.J. St. Germain
Massachusetts
$3.24M +$110K +536 +4%
ZCI
1486
Zevenbergen Capital Investments
Washington
$3.24M +$251K +1,225 +9%
VM
1487
Venator Management
Pennsylvania
$3.23M +$3.03M +14,791 New
FTB
1488
First Trust Bank
Bahamas
$3.23M
BCFS
1489
Butensky & Cohen Financial Security
Florida
$3.23M +$70.2K +343 +2%
HVP
1490
Hudson Value Partners
Florida
$3.22M +$3.02M +14,764 New
SFM
1491
Signet Financial Management
New Jersey
$3.21M -$1.02K -5 -0%
WCM
1492
Wunderlich Capital Managemnt
Tennessee
$3.19M +$10.4K +51 +0.4%
PT
1493
Plimoth Trust
Massachusetts
$3.18M +$485K +2,370 +19%
AFP
1494
Ausdal Financial Partners
Iowa
$3.17M -$127K -620 -4%
FIM
1495
Freedom Investment Management
Connecticut
$3.17M -$210K -1,028 -7%
FIM
1496
Fernwood Investment Management
Massachusetts
$3.16M -$5.53K -27 -0.2%
NFG
1497
Nations Financial Group
Iowa
$3.16M +$147K +717 +5%
BCWM
1498
Bartlett & Co Wealth Management
Ohio
$3.13M -$39.3K -192 -1%
BC
1499
Bartlett & Co
Ohio
$3.13M -$39.3K -192 -1%
WG
1500
Welch Group
Alabama
$3.12M +$143K +700 +5%

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.