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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
TCM
2526
Tandem Capital Management
New Jersey
$456K +$427K +2,086 New
PFG
2527
PAX Financial Group
Texas
$455K +$425K +2,078 New
IF
2528
IRON Financial
Illinois
$454K +$173K +847 +69%
WC
2529
Weil Company
California
$453K +$205 +1 +0%
HIS
2530
Horizon Investment Services
Indiana
$451K -$5.53K -27 -1%
SIC
2531
Samalin Investment Counsel
New York
$450K -$44K -215 -9%
FPF
2532
First Pacific Financial
Washington
$449K +$420K +2,052 New
LC
2533
Lavaca Capital
Texas
$446K +$2.46K +12 +0.6%
SFG
2534
Sovereign Financial Group
Connecticut
$446K +$417K +2,037 New
KM
2535
Kalos Management
Georgia
$444K -$971K -4,743 -70%
TWP
2536
Tower Wealth Partners
Pennsylvania
$444K +$415K +2,030 New
QC
2537
QCM Cayman
Texas
$443K +$415K +2,026 New
SAF
2538
Smith Anglin Financial
Texas
$441K +$413K +2,017 New
BWM
2539
Buckley Wealth Management
Nevada
$440K +$50.1K +245 +14%
OL
2540
Optas LLC
Texas
$438K -$359K -1,754 -47%
AIP
2541
Ahrens Investment Partners
Louisiana
$438K -$55.3K -270 -12%
WA
2542
Wealth Architects
California
$436K +$11.1K +54 +3%
DE
2543
Day & Ennis
Georgia
$434K +$6.34K +31 +2%
FBT
2544
First Bank & Trust
South Dakota
$433K -$28.6K -140 -7%
WFA
2545
Wellspring Financial Advisors
Ohio
$433K +$53.2K +260 +15%
AWM
2546
Aevitas Wealth Management
Massachusetts
$432K
AO
2547
Allen Operations
New York
$430K
QCIG
2548
Quad-Cities Investment Group
Iowa
$428K +$205 +1 +0.1%
APW
2549
Aurora Private Wealth
New Jersey
$426K +$3.27K +16 +0.8%
CWA
2550
Clearview Wealth Advisors
Oregon
$426K +$399K +1,948 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.