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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
OIS
1876
Okabena Investment Services
Minnesota
$1.62M +$232K +1,132 +18%
JIC
1877
Joel Isaacson & Co
New York
$1.62M +$6.96K +34 +0.5%
GDP
1878
Great Diamond Partners
Maine
$1.61M -$146K -712 -9%
BW
1879
Bison Wealth
Georgia
$1.6M +$443K +2,164 +42%
MIH
1880
Meitav Investment House
Israel
$1.6M +$37.7K +184 +3%
AWG
1881
Altus Wealth Group
Colorado
$1.6M +$1.49M +7,304 New
BMO
1882
Beck Mack & Oliver
New York
$1.6M -$42K -205 -3%
MSFS
1883
Main Street Financial Solutions
Pennsylvania
$1.59M +$1.49M +7,290 New
GFS
1884
GYL Financial Synergies
Connecticut
$1.59M +$26.4K +129 +2%
LPIC
1885
LeJeune Puetz Investment Counsel
Michigan
$1.59M +$15.3K +75 +1%
MWM
1886
Mattern Wealth Management
Kansas
$1.58M +$75.1K +367 +5%
CP
1887
Covenant Partners
Tennessee
$1.58M +$212K +1,037 +17%
SLF
1888
Sun Life Financial
Ontario, Canada
$1.58M -$97.8K -478 -6%
NPA
1889
Nichols & Pratt Advisers
Massachusetts
$1.58M
AC
1890
Avestar Capital
New York
$1.57M +$169K +825 +13%
NCL
1891
Nishkama Capital LLC
Puerto Rico
$1.57M +$1.47M +7,200 New
KPW
1892
Kore Private Wealth
New York
$1.56M +$295K +1,443 +25%
VIA
1893
Vident Investment Advisory
Georgia
$1.56M -$409K -2,000 -22%
CCM
1894
Cox Capital Management
Massachusetts
$1.56M +$55.9K +273 +4%
KWM
1895
Keebeck Wealth Management
Illinois
$1.55M +$45.6K +223 +3%
TPWA
1896
TRUE Private Wealth Advisors
Oregon
$1.54M +$174K +850 +14%
AIA
1897
Angeles Investment Advisors
California
$1.54M +$169K +825 +13%
NAM
1898
Nexpoint Asset Management
Texas
$1.53M -$205K -1,000 -13%
KFS
1899
Kurt F. Somerville
$1.53M -$37.9K -185 -3%
VFM
1900
Viking Fund Management
North Dakota
$1.53M

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.