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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
EW
1976
Evoke Wealth
California
$1.36M +$238K +1,165 +23%
PIM
1977
Profit Investment Management
Maryland
$1.36M -$1.79M -8,754 -58%
SWA
1978
Sutton Wealth Advisors
Florida
$1.35M +$12.3K +60 +1%
BCM
1979
Blume Capital Management
California
$1.35M -$3.07K -15 -0.2%
CA
1980
Cambridge Advisors
Nebraska
$1.34M -$20.3K -99 -2%
BHTS
1981
Bar Harbor Trust Services
Maine
$1.34M +$69.2K +338 +6%
TC
1982
Trust Company
Kansas
$1.33M -$36.6K -179 -3%
QCM
1983
Quest Capital Management
Texas
$1.33M -$120K -585 -9%
EH
1984
Employers Holdings
Nevada
$1.33M
AIC
1985
Ameritas Investment Company
Nebraska
$1.33M +$331K +1,618 +36%
CT
1986
Columbia Trust
Oregon
$1.32M +$1.24M +6,062 New
MMPW
1987
Mitchell McLeod Pugh & Williams
Alabama
$1.32M +$31.7K +155 +3%
VBCG
1988
Valley Brook Capital Group
Pennsylvania
$1.32M +$1.23M +6,033 New
SAM
1989
Summit Asset Management
Tennessee
$1.31M +$22.3K +109 +2%
AFM
1990
Anson Funds Management
Texas
$1.31M +$1.23M +6,000 New
EGVF
1991
ESA Global Value Fund
Cayman Islands
$1.31M +$1.23M +6,000 New
BP
1992
BBR Partners
New York
$1.31M -$280K -1,366 -19%
MWM
1993
Mission Wealth Management
California
$1.3M +$99K +484 +9%
IF
1994
Intrua Financial
Texas
$1.3M +$216K +1,056 +22%
MFG
1995
Magnus Financial Group
New York
$1.3M -$47.7K -233 -4%
CT
1996
Chicago Trust
Illinois
$1.29M +$477K +2,329 +65%
LT
1997
Lindsell Train
United Kingdom
$1.29M
VCA
1998
Verdence Capital Advisors
Maryland
$1.29M +$317K +1,547 +36%
AIC
1999
Archer Investment Corporation
Indiana
$1.29M -$1.84K -9 -0.2%
HWA
2000
HHM Wealth Advisors
Tennessee
$1.29M -$28.6K -140 -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.