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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
NAM
1551
NorthCoast Asset Management
Connecticut
$2.91M +$789K +3,858 +41%
GIM
1552
Guardian Investment Management
California
$2.9M -$275K -1,342 -3%
GTCM
1553
Gyon Technologies Capital Management
New Jersey
$2.9M +$2.71M +13,256 New
HCM
1554
Hollencrest Capital Management
California
$2.89M +$141K +691 +6%
UAM
1555
Unison Asset Management
Florida
$2.88M +$2.69M +13,163 New
ISWM
1556
Independent Solutions Wealth Management
New York
$2.87M +$302K +1,474 +13%
OAM
1557
Oak Asset Management
California
$2.87M +$105K +515 +4%
HT
1558
HAP Trading
New York
$2.87M +$2.68M +13,108 New
NW
1559
NewEdge Wealth
Pennsylvania
$2.87M +$2.68M +13,097 New
SCM
1560
Seascape Capital Management
New Hampshire
$2.86M +$86.8K +424 +3%
RCA
1561
Rowland Carmichael Advisors
Arizona
$2.86M +$34.8K +170 +1%
CWM
1562
CMH Wealth Management
New Hampshire
$2.85M +$38.3K +187 +1%
WAP
1563
Wealthcare Advisory Partners
Pennsylvania
$2.85M +$175K +855 +7%
JFGIW
1564
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.84M +$647K +3,161 +32%
FRA
1565
Front Row Advisors
California
$2.83M -$17.4K -85 -0.7%
BDF
1566
Balasa Dinverno & Foltz
$2.83M +$292K +1,429 +12%
ER
1567
Enlightenment Research
Florida
$2.82M +$1.51M +7,400 +135%
HIP
1568
Harrell Investment Partners
Texas
$2.82M -$551K -2,691 -17%
CIP
1569
Chartwell Investment Partners
Pennsylvania
$2.81M +$9.82K +48 +0.4%
ICM
1570
Intrepid Capital Management
Florida
$2.81M +$97.8K +478 +4%
CFA
1571
Carroll Financial Associates
North Carolina
$2.81M +$43.8K +214 +2%
CF
1572
Clarity Financial
Texas
$2.8M +$2.62M +12,784 New
EHWM
1573
Eads & Heald Wealth Management
Georgia
$2.78M -$6.75K -33 -0.3%
JWCA
1574
J.W. Cole Advisors
Florida
$2.78M -$3.5M -17,083 -57%
HPWM
1575
High Pines Wealth Management
Massachusetts
$2.77M +$2.6M +12,684 New

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.