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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
GWM
1576
Graybill Wealth Management
Illinois
$2.77M +$6.55K +32 +0.3%
GW
1577
GW & Wade
Massachusetts
$2.77M +$1.1M +5,386 +74%
SC
1578
Savant Capital
Illinois
$2.77M -$4.71K -23 -0.2%
CAM
1579
Cubic Asset Management
Massachusetts
$2.77M +$2.06M +10,045 +385%
KFP
1580
KMG Fiduciary Partners
Ohio
$2.77M +$327K +1,597 +14%
ACM
1581
Advisors Capital Management
New Jersey
$2.76M +$75.1K +367 +3%
DA
1582
Doliver Advisors
Texas
$2.76M +$64.5K +315 +3%
FMTC
1583
Farmers & Merchants Trust Company
California
$2.76M +$22.9K +112 +0.9%
HIP
1584
HUB Investment Partners
Texas
$2.74M +$2.81M +13,718 New
EA
1585
Ellsworth Advisors
Ohio
$2.74M +$159K +777 +7%
IAN
1586
Integrated Advisors Network
Texas
$2.74M +$98.2K +480 +4%
WI
1587
WrapManager Inc
California
$2.73M +$233K +1,141 +10%
RCAG
1588
Rehmann Capital Advisory Group
Michigan
$2.72M +$80.2K +392 +3%
MBT
1589
Montecito Bank & Trust
California
$2.72M -$185K -904 -7%
OWP
1590
Obermeyer Wealth Partners
Colorado
$2.72M -$17K -83 -0.7%
PWPS
1591
Pinnacle Wealth Planning Services
Ohio
$2.71M +$61.6K +301 +2%
SCA
1592
Strategic Capital Advisers
Colorado
$2.7M +$43.8K +214 +2%
AFA
1593
Abacus FCF Advisors
Florida
$2.7M +$854K +4,172 +48%
EWM
1594
Evermay Wealth Management
Virginia
$2.68M -$108K -529 -4%
EBT
1595
Enterprise Bank & Trust
Massachusetts
$2.67M +$89.4K +437 +4%
BPCA
1596
Bank Pictet & Cie (Asia)
Singapore
$2.67M +$322K +1,574 +15%
SSCA
1597
South Shore Capital Advisors
Massachusetts
$2.67M +$2.49M +12,191 New
JWM
1598
JFG Wealth Management
Colorado
$2.67M +$2.49M +12,187 New
MIM
1599
Meridiem Investment Management
United Kingdom
$2.67M +$2.5M +12,197 New
FDS
1600
Freedom Day Solutions
Texas
$2.66M +$65.1K +318 +3%

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.