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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
CIA
1601
Cohen Investment Advisors
New Hampshire
$2.65M +$2.48M +12,126 New
TH
1602
TCTC Holdings
Texas
$2.65M
TA
1603
TFG Advisers
Michigan
$2.64M -$48.3K -236 -2%
KFC
1604
Klingenstein Fields & Co
New York
$2.64M -$205K -1,000 -8%
SW
1605
SkyOak Wealth
Michigan
$2.64M -$6.14K -30 -0.2%
MCIA
1606
Mountain Capital Investment Advisors
Colorado
$2.63M +$1.84K +9 +0.1%
CC
1607
Cipher Capital
New York
$2.63M -$3.89M -19,027 -61%
HAI
1608
Hennessy Advisors Inc
California
$2.63M +$215K +1,052 +10%
KMWM
1609
Keudell/Morrison Wealth Management
Oregon
$2.62M +$125K +609 +5%
CWM
1610
Centric Wealth Management
Illinois
$2.62M +$788K +3,851 +47%
TW
1611
TrinityPoint Wealth
Connecticut
$2.59M -$163K -795 -6%
CFMC
1612
Curbstone Financial Management Corp
New Hampshire
$2.59M +$4.09K +20 +0.2%
FLI
1613
Family Legacy Inc
South Carolina
$2.59M +$52.2K +255 +2%
TC
1614
Tsai Capital
New York
$2.59M +$2.43M +11,854 New
GG
1615
Gofen & Glossberg
Illinois
$2.58M +$313K +1,529 +15%
FMWA
1616
Forvis Mazars Wealth Advisors
Missouri
$2.58M +$3.27K +16 +0.1%
GKFF
1617
George Kaiser Family Foundation
Oklahoma
$2.57M
LFA
1618
Lighthouse Financial Advisors
Maryland
$2.56M +$214K +1,045 +10%
HIM
1619
HawsGoodwin Investment Management
Tennessee
$2.56M +$80K +391 +3%
EIM
1620
Essex Investment Management
Massachusetts
$2.56M -$757K -3,701 -24%
RWM
1621
RBA Wealth Management
California
$2.56M +$421K +2,059 +21%
CPC
1622
Congress Park Capital
New York
$2.56M -$31.7K -155 -1%
SFO
1623
Stokes Family Office
Louisiana
$2.56M +$460K +2,250 +24%
BFS
1624
Bard Financial Services
Connecticut
$2.56M +$2.39M +11,685 New
AG
1625
Algert Global
California
$2.55M +$2.39M +11,667 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.