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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
Balyasny Asset Management
201
Balyasny Asset Management
Illinois
$201M +$173M +845,304 +1,168%
Luther King Capital Management (LKCM)
202
Luther King Capital Management (LKCM)
Texas
$200M +$3.77M +18,436 +2%
First Trust Advisors
203
First Trust Advisors
Illinois
$199M +$14.3M +69,853 +8%
AAMU
204
AEGON Asset Management (UK)
United Kingdom
$196M -$985K -4,813 -0.5%
SC
205
Scotia Capital
Ontario, Canada
$193M +$10.7M +52,111 +6%
ACI
206
AMP Capital Investors
Australia
$191M -$11.4M -55,471 -6%
Westfield Capital Management
207
Westfield Capital Management
Massachusetts
$189M -$46.9M -229,070 -21%
State of Tennessee, Department of Treasury
208
State of Tennessee, Department of Treasury
Tennessee
$187M -$31.1M -151,935 -15%
CLOS
209
Compagnie Lombard Odier SCmA
Switzerland
$182M +$2.85M +13,931 +2%
CC
210
Capital Counsel
New York
$180M +$4.07M +19,878 +2%
Commonwealth Equity Services
211
Commonwealth Equity Services
Massachusetts
$179M +$4.17M +20,358 +3%
ZIG
212
Zurich Insurance Group
Switzerland
$175M +$9.66M +47,217 +6%
DnB Asset Management
213
DnB Asset Management
Norway
$175M +$7.9M +38,611 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
214
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$173M -$8.9M -43,493 -5%
SFFS
215
Stonehage Fleming Financial Services
Jersey
$170M -$18.4M -90,070 -10%
BPC
216
Banque Pictet & Cie
Switzerland
$163M -$2.15M -10,524 -1%
WF
217
Welch & Forbes
Massachusetts
$163M -$1.21M -5,900 -0.8%
CB
218
Commerce Bank
Missouri
$159M +$1.5M +7,332 +1%
CWM
219
CIBC World Markets
New York
$159M -$6.87M -33,583 -4%
SOMRS
220
State of Michigan Retirement System
Michigan
$158M -$26.3M -128,700 -15%
CIBC World Market
221
CIBC World Market
Ontario, Canada
$156M -$5.26M -25,689 -3%
Treasurer of the State of North Carolina
222
Treasurer of the State of North Carolina
North Carolina
$156M +$542K +2,650 +0.4%
MA
223
Marshfield Associates
District of Columbia
$155M -$4.67M -22,837 -3%
PAM
224
Panagora Asset Management
Massachusetts
$152M -$29.8M -145,702 -17%
Zurich Cantonal Bank
225
Zurich Cantonal Bank
Switzerland
$152M -$12.3M -60,344 -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.