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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
PCFFS
2551
Pacific Center for Financial Services
California
$423K +$34.2K +167 +9%
POIA
2552
Pin Oak Investment Advisors
Texas
$420K +$11.7K +57 +3%
WF
2553
WoodTrust Financial
Wisconsin
$420K +$13.9K +68 +4%
AWM
2554
Aberdeen Wealth Management
Illinois
$417K +$68.6K +335 +21%
FC
2555
FCA Corp
Texas
$417K +$390K +1,905 New
SAM
2556
Secure Asset Management
Michigan
$414K -$424K -2,074 -52%
CHA
2557
Cooper/Haims Advisors
New York
$413K +$26.8K +131 +7%
DIP
2558
DT Investment Partners
Pennsylvania
$411K
WDL
2559
Well Done LLC
Michigan
$411K +$1.84K +9 +0.5%
T
2560
TRUADVICE
Florida
$411K +$150K +732 +53%
CF
2561
Copperwynd Financial
Arizona
$410K +$68.6K +335 +22%
WCAMG
2562
Woodard & Company Asset Management Group
North Carolina
$410K +$157K +768 +69%
VC
2563
Veery Capital
Delaware
$409K +$383K +1,871 New
KCM
2564
Kanawha Capital Management
Virginia
$407K -$40.1K -196 -10%
TAIM
2565
TD Ameritrade Investment Management
Nebraska
$407K +$24.6K +120 +7%
FA
2566
Fountainhead AM
New Jersey
$407K +$381K +1,860 New
DMC
2567
Drexel Morgan & Co
Pennsylvania
$403K
FPB
2568
First PREMIER Bank
South Dakota
$403K +$48.1K +235 +15%
CAN
2569
Claraphi Advisory Network
United States
$402K -$128K -624 -25%
WRM
2570
Weybosset Research & Management
Rhode Island
$402K -$103K -504 -22%
TIM
2571
Tortoise Investment Management
New York
$402K
PWA
2572
Phoenix Wealth Advisors
North Carolina
$402K +$376K +1,836 New
MSA
2573
Marino Stram & Associates
Massachusetts
$401K +$205 +1 +0.1%
VCM
2574
Versant Capital Management
Arizona
$401K +$409 +2 +0.1%
SPWG
2575
Sage Private Wealth Group
Illinois
$401K +$375K +1,834 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.