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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
IIC
1926
Ironwood Investment Counsel
Arizona
$1.48M +$65.3K +319 +5%
MGIA
1927
Moneta Group Investment Advisors
Missouri
$1.48M +$219K +1,072 +19%
SDWIA
1928
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.48M -$123K -601 -8%
WP
1929
WealthSource Partners
California
$1.47M -$288K -1,406 -17%
PTP
1930
Platform Technology Partners
New York
$1.47M +$194K +946 +16%
ACM
1931
Ativo Capital Management
Illinois
$1.47M -$1.02M -4,971 -43%
PAM
1932
Pegasus Asset Management
New York
$1.47M +$35.8K +175 +3%
IP
1933
Intellectus Partners
California
$1.46M +$119K +581 +10%
JWCA
1934
J.W. Coons Advisors
Ohio
$1.46M +$119K +582 +10%
GCGDR
1935
Geo Capital Gestora de Recursos
Brazil
$1.46M +$2.05K +10 +0.2%
CCA
1936
Column Capital Advisors
Indiana
$1.46M +$167K +818 +14%
CC
1937
Copperleaf Capital
North Carolina
$1.45M -$61K -298 -4%
CSIC
1938
Clifford Swan Investment Counsel
California
$1.45M +$41.3K +202 +3%
GLA
1939
Good Life Advisors
Pennsylvania
$1.45M +$183K +895 +16%
RT
1940
Rockland Trust
Massachusetts
$1.45M -$2.05K -10 -0.2%
PBC
1941
Pavion Blue Capital
California
$1.44M -$14.3K -70 -1%
KI
1942
Kapitalo Investimentos
Brazil
$1.44M +$1.35M +6,600 New
WP
1943
WealthShield Partners
North Carolina
$1.44M -$9.21K -45 -0.7%
HI
1944
HBK Investments
Texas
$1.44M -$353K -1,724 -21%
SWIG
1945
Strategic Wealth Investment Group
Kentucky
$1.44M +$126K +618 +10%
BA
1946
Ballast Advisors
Minnesota
$1.44M -$32.7K -160 -2%
AWC
1947
Abundance Wealth Counselors
Pennsylvania
$1.44M +$38.3K +187 +3%
WA
1948
Wealth Alliance
New York
$1.44M +$74.3K +363 +6%
MIAS
1949
Mason Investment Advisory Services
Virginia
$1.44M
OIA
1950
Optimum Investment Advisors
Illinois
$1.43M -$133K -652 -9%

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.