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
FPCG
2326
Fort Pitt Capital Group
Pennsylvania
$653K +$32.7K +160 +6%
PC
2327
PointState Capital
New York
$652K -$64.5M -314,955 -99%
FBC
2328
Fairfield, Bush & Co
Connecticut
$652K -$21.7K -106 -3%
RWI
2329
Red Wave Investments
Pennsylvania
$652K +$610K +2,982 New
LJAC
2330
L.J. Altfest & Co
New York
$651K +$12.9K +63 +2%
IAS
2331
Investment Advisory Services
Texas
$651K +$99.9K +488 +20%
FFWM
2332
Future Financial Wealth Management
Ohio
$645K +$604K +2,950 New
BCM
2333
Bienville Capital Management
New York
$644K
SIAG
2334
Signet Investment Advisory Group
Rhode Island
$644K +$602K +2,942 New
HIC
2335
Harvey Investment Company
Kentucky
$643K
PL
2336
Plancorp LLC
Missouri
$643K +$19.6K +96 +3%
EI
2337
Ellevest Inc
New York
$639K +$123K +599 +26%
TIAM2
2338
Tru Independence Asset Management 2
Oregon
$639K +$598K +2,920 New
SIG
2339
Sargent Investment Group
Maryland
$637K +$102K +500 +21%
GKWIM
2340
Gerber Kawasaki Wealth & Investment Management
California
$635K +$212K +1,037 +55%
BL
2341
Balentine LLC
Georgia
$634K -$56.7K -277 -9%
HCM
2342
Huber Capital Management
California
$634K +$40.9K +200 +7%
GAM
2343
Gould Asset Management
California
$633K -$4.09K -20 -0.7%
T
2344
TrueFG
Texas
$630K
TCM
2345
Tufton Capital Management
Maryland
$629K +$61.4K +300 +12%
WA
2346
Waverly Advisors
Alabama
$627K +$37K +181 +6%
IIC
2347
Integrated Investment Consultants
Michigan
$625K +$27K +132 +5%
NC
2348
NinePointTwo Capital
California
$624K +$584K +2,854 New
CCP
2349
Clarkston Capital Partners
Michigan
$622K +$81.9K +400 +16%
IA
2350
IFG Advisory
Georgia
$620K -$819 -4 -0.1%

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.