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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
AIC
1776
Ayalon Insurance Company
Israel
$1.96M +$9.62K +47 +0.5%
ICM
1777
IMS Capital Management
Oregon
$1.95M -$38.7K -189 -2%
HDIM
1778
Hanson & Doremus Investment Management
Vermont
$1.95M +$314K +1,533 +21%
AP
1779
AtonRa Partners
Switzerland
$1.95M +$1.82M +8,897 New
VHAM
1780
Van Hulzen Asset Management
California
$1.95M -$3.95M -19,297 -68%
MFS
1781
Mirabella Financial Services
United Kingdom
$1.94M +$770K +3,765 +74%
WSC
1782
Wellington Shields & Co
New York
$1.93M +$11.7K +57 +0.6%
BOM
1783
Bank of Marin
California
$1.93M +$90.9K +444 +5%
KC
1784
Kingfisher Capital
North Carolina
$1.93M +$36K +176 +2%
WIA
1785
Westbourne Investment Advisors
Maryland
$1.93M +$1.81M +8,822 New
CFA
1786
Cahill Financial Advisors
Minnesota
$1.93M -$12.3K -60 -0.7%
IAS
1787
IMA Advisory Services
Colorado
$1.92M -$711K -3,475 -28%
NF
1788
Nikulski Financial
Iowa
$1.92M -$4.09K -20 -0.2%
JCM
1789
Jacobsen Capital Management
Utah
$1.92M
CA
1790
Callahan Advisors
Texas
$1.92M +$205 +1 +0%
NAG
1791
Northstar Advisory Group
New Jersey
$1.92M +$1.79M +8,755 New
APWM
1792
Atlas Private Wealth Management
New York
$1.91M -$49.7K -243 -3%
GP
1793
Greenline Partners
New York
$1.91M -$23.4M -114,469 -93%
PFWA
1794
Paces Ferry Wealth Advisors
Georgia
$1.91M -$65.1K -318 -4%
MCC
1795
Malaga Cove Capital
California
$1.91M +$273K +1,333 +18%
RFN
1796
RDA Financial Network
Iowa
$1.9M +$220K +1,074 +14%
PIG
1797
Pantheon Investment Group
California
$1.9M -$36.4K -178 -2%
CWM
1798
Circle Wealth Management
New Jersey
$1.9M +$524K +2,560 +42%
WA
1799
WBH Advisory
Maryland
$1.9M
GI
1800
Glovista Investments
New Jersey
$1.89M -$123K -600 -6%

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.