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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
MF
1501
Manchester Financial
California
$3.11M -$135K -661 -4%
LAIC
1502
Lederer & Associates Investment Counsel
California
$3.11M -$32.1K -157 -1%
IECM
1503
Intrinsic Edge Capital Management
Illinois
$3.1M -$3.89M -18,987 -57%
MLIC
1504
Mandatum Life Insurance Company
Finland
$3.1M +$1.05M +5,120 +57%
BFA
1505
Benedict Financial Advisors
Georgia
$3.09M +$29.3K +143 +1%
NL
1506
NVWM LLC
Pennsylvania
$3.09M +$101K +493 +4%
BWL
1507
Bogart Wealth LLC
Virginia
$3.09M +$491K +2,398 +20%
PGIM
1508
Pacific Global Investment Management
California
$3.09M +$55.7K +272 +2%
CCM
1509
Compton Capital Management
Rhode Island
$3.07M +$56.3K +275 +2%
CNC
1510
Canandaigua National Corp
New York
$3.06M -$30.1K -147 -1%
MKA
1511
M. Kulyk & Associates
Georgia
$3.06M +$2.87M +14,011 New
JI
1512
Jeereddi Investments
California
$3.06M
AWA
1513
Arete Wealth Advisors
Illinois
$3.06M -$2.27M -11,070 -44%
KA
1514
Kovack Advisors
Florida
$3.05M -$819 -4 -0%
IBOK
1515
Independence Bank of Kentucky
Kentucky
$3.05M +$461K +2,252 +19%
TSW
1516
Thompson Siegel & Walmsley
Virginia
$3.04M +$57.5K +281 +2%
ZB
1517
Zions Bancorporation
Utah
$3.04M -$124K -605 -4%
BJL
1518
Brighton Jones LLC
Washington
$3.03M -$44.4K -217 -2%
VLKIM
1519
Van Lanschot Kempen Investment Management
Netherlands
$3.03M +$574K +2,805 +25%
SGA
1520
Strategic Global Advisors
California
$3.02M -$148K -724 -5%
AWM
1521
Avior Wealth Management
Nebraska
$3.02M -$670K -3,276 -19%
NC
1522
NBW Capital
Massachusetts
$3.01M +$1.43M +6,972 +103%
ANRIA
1523
American National Registered Investment Advisor
Texas
$3.01M
CICI
1524
Capital Investment Counsel Inc
North Carolina
$3.01M -$506K -2,475 -15%
HA
1525
Hamel Associates
New Jersey
$3M +$962K +4,700 +52%

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.