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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
IIM
2426
InTrack Investment Management
Vermont
$540K +$505K +2,470 New
ECM
2427
Ensemble Capital Management
California
$539K -$819 -4 -0.2%
JWM
2428
JGP Wealth Management
Oregon
$539K +$5.12K +25 +1%
GSEP
2429
Golden State Equity Partners
California
$539K +$505K +2,467 New
GM
2430
GeoWealth Management
Illinois
$538K +$504K +2,463 New
NFSG
2431
Newbridge Financial Services Group
Florida
$537K -$24.4K -119 -5%
22CM
2432
20/20 Capital Management
California
$537K -$7.16K -35 -1%
PC
2433
Permanens Capital
New York
$537K +$246K +1,200 +96%
GP
2434
Geneva Partners
Wisconsin
$536K -$5.12K -25 -1%
SCA
2435
STALEY CAPITAL ADVISERS
Pennsylvania
$536K
WAOI
2436
Wealth Advisors of Iowa
Iowa
$536K +$5.12K +25 +1%
LC
2437
LCNB Corp
Ohio
$536K +$7.16K +35 +1%
MWC
2438
MBM Wealth Consultants
Missouri
$534K -$16.8K -82 -3%
PWA
2439
Physician Wealth Advisors
Utah
$534K -$6.96K -34 -1%
CNFG
2440
Creegan & Nassoura Financial Group
New Hampshire
$534K
DA
2441
DCM Advisors
New York
$534K +$499K +2,439 New
VCM
2442
Vivaldi Capital Management
Illinois
$533K -$49.1K -240 -9%
TWM
2443
TMD Wealth Management
Arizona
$532K +$497K +2,431 New
BMCM
2444
Bryn Mawr Capital Management
Pennsylvania
$529K +$62.2K +304 +14%
DWA
2445
Dougherty Wealth Advisers
Minnesota
$528K
TA
2446
Trellis Advisors
Washington
$528K +$3.48K +17 +0.7%
RIM
2447
Rockbridge Investment Management
New York
$528K +$11.9K +58 +2%
CWC
2448
Carolinas Wealth Consulting
North Carolina
$528K +$141K +688 +40%
VFM
2449
Vivid Financial Management
California
$528K +$204K +996 +70%
P
2450
Palladiem
Pennsylvania
$526K +$492K +2,406 New

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.