We are live on ! Find out more

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
ATC
2301
Adirondack Trust Company
New York
$681K +$36K +176 +5%
WIC
2302
Whitegate Investment Counselors
New Hampshire
$680K -$10.2K -50 -2%
SFA
2303
Source Financial Advisors
New York
$680K +$637K +3,111 New
FAM
2304
Formidable Asset Management
Ohio
$678K -$8.19K -40 -1%
DA
2305
Detalus Advisors
Missouri
$678K -$4.5K -22 -0.7%
GIP
2306
Greatmark Investment Partners
Georgia
$677K -$23.5K -115 -4%
PWM
2307
PBMares Wealth Management
Virginia
$677K
Wolverine Trading
2308
Wolverine Trading
Illinois
$677K +$306K +1,494 +93%
UAS
2309
United Asset Strategies
New York
$673K +$98.8K +483 +19%
CWM
2310
Cedar Wealth Management
California
$671K +$334K +1,631 +114%
DJYG
2311
David J. Yvars Group
Florida
$670K +$627K +3,065 New
HC
2312
Henshaw Capital
Massachusetts
$669K +$279K +1,365 +81%
PCM
2313
Pointe Capital Management
Michigan
$667K -$69K -337 -10%
MMHP
2314
Murphy Middleton Hinkle & Parker
Georgia
$667K
TCM
2315
TimesSquare Capital Management
New York
$663K +$57.3K +280 +10%
PC
2316
Permit Capital
Pennsylvania
$662K
RW
2317
REDW Wealth
New Mexico
$661K
EFSCE
2318
Enterprise Financial Services Corp (EFSC)
Missouri
$659K +$409 +2 +0.1%
VWA
2319
Visionary Wealth Advisors
Illinois
$658K +$96K +469 +18%
SM
2320
SG3 Management
Puerto Rico
$656K +$614K +3,000 New
PPP
2321
Private Portfolio Partners
New Jersey
$655K -$29.7K -145 -5%
SFG
2322
Summit Financial Group
West Virginia
$655K
CTFG
2323
Capstone Triton Financial Group
Oklahoma
$655K +$613K +2,996 New
BFA
2324
Bragg Financial Advisors
North Carolina
$653K -$205 -1 -0%
VAM
2325
Verity Asset Management
North Carolina
$653K

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.