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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
AIL
1951
AGF Investments LLC
Ontario, Canada
$1.43M +$16.6K +81 +1%
SWP
1952
Strategic Wealth Partners
Ohio
$1.43M -$58.1K -284 -4%
CPSC
1953
Carl P. Sherr & Co
Massachusetts
$1.43M -$18K -88 -1%
BCM
1954
Breiter Capital Management
Florida
$1.43M +$614 +3 +0%
RWB
1955
RMR Wealth Builders
New Jersey
$1.42M -$1.37M -6,702 -51%
WCF
1956
West Coast Financial
California
$1.42M
BO
1957
BRR OpCo
Ohio
$1.42M -$78.4K -383 -6%
AWM
1958
Avitas Wealth Management
California
$1.41M +$41.1K +201 +3%
MIM
1959
Moseley Investment Management
Florida
$1.41M +$40.9K +200 +3%
MFP
1960
Meridian Financial Partners
Virginia
$1.4M -$25.8K -126 -2%
LDFR
1961
Lehman & Derafelo Financial Resources
Pennsylvania
$1.4M -$2.05K -10 -0.2%
CPIA
1962
Cornell Pochily Investment Advisors
New York
$1.4M +$128K +627 +11%
BFO
1963
Biltmore Family Office
North Carolina
$1.4M +$24.8K +121 +2%
YIH
1964
Y-Intercept (HK)
Hong Kong
$1.4M +$1.31M +6,421 New
CWM
1965
Chesapeake Wealth Management
Virginia
$1.4M -$796K -3,892 -38%
SFI
1966
SPC Financial Inc
Maryland
$1.39M -$10.2K -50 -0.8%
CASB
1967
Cape Ann Savings Bank
Massachusetts
$1.39M +$1.3M +6,358 New
OC
1968
Oarsman Capital
Wisconsin
$1.39M +$59.3K +290 +5%
CPO
1969
Cerity Partners OCIO
New York
$1.39M +$61.8K +302 +5%
UBV
1970
United Bank (Virginia)
Virginia
$1.38M +$512K +2,500 +65%
MPPW
1971
Mitchell & Pahl Private Wealth
Oklahoma
$1.38M +$1.29M +6,293 New
MWM
1972
Modera Wealth Management
New Jersey
$1.37M +$1.05M +5,150 +464%
LB
1973
Legacy Bridge
Iowa
$1.37M +$64.5K +315 +5%
MG
1974
Mather Group
Illinois
$1.36M +$117K +573 +10%
MC
1975
Maverick Capital
Texas
$1.36M -$104K -510 -8%

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.