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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
CFS
2001
Capital Financial Services
New York
$1.28M +$1.2M +5,865 New
GIA
2002
Guyasuta Investment Advisors
Pennsylvania
$1.28M +$55.5K +271 +5%
EFEM
2003
Eos Focused Equity Management
New York
$1.28M -$651K -3,181 -35%
S
2004
Seeyond
France
$1.28M -$203K -994 -15%
SWA
2005
Stratos Wealth Advisors
Ohio
$1.28M +$268K +1,311 +29%
PG
2006
Prostatis Group
Maryland
$1.28M +$599K +2,925 +100%
FWM
2007
Foresight Wealth Management
Utah
$1.28M -$58.9K -288 -5%
P
2008
&Partners
Tennessee
$1.28M -$22.5K -110 -2%
PAG
2009
Private Advisory Group
Washington
$1.27M +$298K +1,455 +33%
OAM
2010
Occidental Asset Management
California
$1.27M +$121K +593 +11%
SCM
2011
Southport Capital Management
Tennessee
$1.27M +$134K +655 +13%
WLPWM
2012
Walled Lake Planning & Wealth Management
Illinois
$1.26M -$132K -645 -10%
AIP
2013
Almanack Investment Partners
Pennsylvania
$1.26M -$844K -4,124 -42%
FFS
2014
Founders Financial Securities
Maryland
$1.26M +$369K +1,804 +46%
HA
2015
Harfst & Associates
Wyoming
$1.26M -$26.2K -128 -2%
JFA
2016
JNBA Financial Advisors
Minnesota
$1.25M +$22.1K +108 +2%
CCG
2017
Cloverfields Capital Group
Minnesota
$1.25M +$1.17M +5,711 New
TCM
2018
Tradewinds Capital Management
Washington
$1.25M +$205 +1 +0%
FWA
2019
FOCUS Wealth Advisors
Texas
$1.25M +$1.17M +5,696 New
CB
2020
CNB Bank
Pennsylvania
$1.24M +$73.7K +360 +7%
AG
2021
AlphaSimPlex Group
Massachusetts
$1.24M +$458K +2,237 +65%
TLCM
2022
Twin Lakes Capital Management
California
$1.24M +$1.16M +5,660 New
BG
2023
Bollard Group
Massachusetts
$1.23M
BAM
2024
Berkshire Asset Management
Pennsylvania
$1.23M +$92.7K +453 +9%
BFA
2025
Beacon Financial Advisory
Ohio
$1.23M +$720K +3,518 +167%

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.