We are live on ! Find out more

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
FCFC
1901
First Commonwealth Financial Corp
Pennsylvania
$1.53M -$2.05K -10 -0.1%
DBIA
1902
Dumont & Blake Investment Advisors
New Jersey
$1.52M -$35.8K -175 -2%
WG
1903
Winton Group
United Kingdom
$1.52M -$2.78M -13,601 -66%
BOC
1904
Barbara Oil Co
Illinois
$1.52M
SCP
1905
Shorepoint Capital Partners
Massachusetts
$1.52M -$4.71K -23 -0.3%
DI
1906
DFPG Investments
Utah
$1.52M +$33.8K +165 +2%
ICG
1907
InterOcean Capital Group
Tennessee
$1.52M +$1.42M +6,930 New
SAMC
1908
Spectrum Asset Management (California)
California
$1.51M +$6.34K +31 +0.4%
WA
1909
Wambolt & Associates
Colorado
$1.51M +$289K +1,410 +26%
CCM
1910
Conway Capital Management
California
$1.51M +$1.42M +6,925 New
Assenagon Asset Management
1911
Assenagon Asset Management
Luxembourg
$1.51M +$518K +2,533 +58%
PCG
1912
Private Capital Group
Connecticut
$1.51M -$161K -788 -10%
PIA
1913
Perennial Investment Advisors
California
$1.51M +$29.1K +142 +2%
FHC
1914
First Heartland Consultants
Missouri
$1.5M -$82.7K -404 -6%
FFG
1915
Ford Financial Group
California
$1.5M -$12.3K -60 -0.9%
PB
1916
Pinnacle Bancorp
Nebraska
$1.5M -$5.12K -25 -0.4%
HIC
1917
Holderness Investments Company
North Carolina
$1.5M +$5.12K +25 +0.4%
BSA
1918
Braun Stacey Associates
New York
$1.49M -$102K -500 -7%
DBRC
1919
D.B. Root & Company
Pennsylvania
$1.49M -$346K -1,691 -20%
PCMC
1920
Private Capital Management (Colorado)
Colorado
$1.48M -$28K -137 -2%
AWA
1921
Alta Wealth Advisors
Massachusetts
$1.48M +$1.39M +6,775 New
CCMW
1922
Cypress Capital Management (Wyoming)
Wyoming
$1.48M -$6.14K -30 -0.4%
MFG
1923
Menard Financial Group
Texas
$1.48M -$13.1K -64 -0.9%
OCM
1924
Orion Capital Management
California
$1.48M +$1.38M +6,758 New
AIM
1925
Aspen Investment Management
Michigan
$1.48M -$2.66K -13 -0.2%

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.