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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
ROC
1801
Running Oak Capital
Minnesota
$1.89M -$13.3K -65 -0.7%
PP
1802
Pacifica Partners
Canada
$1.89M +$29.3K +143 +2%
MSWM
1803
Mader & Shannon Wealth Management
Missouri
$1.89M +$1.77M +8,630 New
ITIM
1804
Indiana Trust & Investment Management
Indiana
$1.89M +$115K +560 +7%
BLAM
1805
Bourne Lent Asset Management
New York
$1.87M +$40.9K +200 +2%
CIP
1806
Capital Insight Partners
Arizona
$1.87M -$72K -352 -4%
KWA
1807
KCS Wealth Advisory
California
$1.86M +$26.6K +130 +2%
FNT
1808
First Nebraska Trust
Nebraska
$1.86M +$10.2K +50 +0.6%
AP
1809
Altarock Partners
Florida
$1.86M -$409 -2 -0%
PBT
1810
Pictet Bank & Trust
Bahamas
$1.84M +$374K +1,830 +28%
HEIP
1811
Hudson Edge Investment Partners
New Jersey
$1.84M -$77.8K -380 -4%
SVWAG
1812
Sound View Wealth Advisors Group
Georgia
$1.84M +$102K +497 +6%
GC
1813
Grace Capital
Massachusetts
$1.84M +$195K +955 +13%
BCA
1814
Berman Capital Advisors
Georgia
$1.84M +$745K +3,640 +76%
SWM
1815
Sugarloaf Wealth Management
Georgia
$1.84M -$14.7K -72 -0.9%
OC
1816
Oakworth Capital
Alabama
$1.83M +$4.91K +24 +0.3%
MAM
1817
Meeder Asset Management
Ohio
$1.83M -$5.92M -28,937 -78%
SW
1818
SteelPeak Wealth
California
$1.82M +$177K +867 +12%
BCM
1819
Brasada Capital Management
Texas
$1.82M +$235K +1,146 +16%
OFS
1820
Orrstown Financial Services
Pennsylvania
$1.82M -$152K -742 -8%
TA
1821
Townsend & Associates
Colorado
$1.82M +$45K +220 +3%
SCM
1822
Stevens Capital Management
Pennsylvania
$1.82M -$7.52M -36,752 -82%
SFM
1823
Systematic Financial Management
New Jersey
$1.81M
EWM
1824
Elite Wealth Management
Washington
$1.81M +$350K +1,711 +26%
RCM
1825
Radnor Capital Management
Pennsylvania
$1.81M +$20.5K +100 +1%

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.