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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
RCA
2201
Rex Capital Advisors
Rhode Island
$853K
AIS
2202
AM Investment Strategies
Tennessee
$851K
SG
2203
Swarthmore Group
Pennsylvania
$848K -$9.11M -44,535 -92%
BMC
2204
Beaton Management Company
Massachusetts
$848K
WIC
2205
Woodmont Investment Counsel
Tennessee
$848K +$40.9K +200 +5%
TF
2206
TLWM Financial
Texas
$847K +$218K +1,067 +38%
PGWM
2207
Parisi Gray Wealth Management
New Jersey
$844K +$15.1K +74 +2%
I
2208
INVST
Indiana
$841K +$43.6K +213 +6%
EA
2209
Emerald Advisers
Pennsylvania
$831K -$190K -927 -20%
LP
2210
LGL Partners
Pennsylvania
$831K +$24.4K +119 +3%
SAI
2211
Systematic Alpha Investments
New Jersey
$831K +$778K +3,800 New
SRCM
2212
Swift Run Capital Management
Virginia
$829K -$24.1K -118 -3%
FC
2213
Fulcrum Capital
Washington
$829K +$63.4K +310 +9%
BC
2214
Brio Consultants
California
$824K +$205 +1 +0%
BCM
2215
Brown Capital Management
Maryland
$821K
AMCA
2216
Arthur M. Cohen & Associates
Illinois
$819K +$10.2K +50 +1%
NJBEST
2217
New Jersey Better Educational Savings Trust
New Jersey
$818K -$667K -3,259 -47%
IIA
2218
IPG Investment Advisors
California
$816K +$117K +570 +18%
CCM
2219
Cribstone Capital Management
Maine
$816K +$12.7K +62 +2%
SIM
2220
SSI Investment Management
California
$811K -$409 -2 -0.1%
PFA
2221
Professional Financial Advisors
Nebraska
$808K +$18K +88 +2%
CAG
2222
Csenge Advisory Group
Florida
$806K +$87K +425 +13%
IIM
2223
Ironwood Investment Management
Massachusetts
$805K +$11.9K +58 +2%
PP
2224
Patron Partners
Texas
$804K +$753K +3,678 New
JF
2225
Jump Financial
Illinois
$802K -$1.43M -6,992 -66%

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.