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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
MW
2676
Marcum Wealth
Ohio
$318K +$8.8K +43 +3%
LWANC
2677
Laurel Wealth Advisors (North Carolina)
North Carolina
$316K -$3.27K -16 -1%
BCP
2678
Blackhawk Capital Partners
Wisconsin
$315K
MIM
2679
Martin Investment Management
Florida
$315K
BC
2680
Barnett & Company
Tennessee
$314K -$63.4K -310 -18%
EAM
2681
Evanson Asset Management
California
$314K -$2.66K -13 -0.9%
WCM
2682
Wallace Capital Management
Texas
$313K
LC
2683
Lincoln Capital
Nebraska
$312K
WC
2684
Westhampton Capital
North Carolina
$312K +$10.2K +50 +4%
PC
2685
Peavine Capital
Nevada
$311K
NPT
2686
Nixon Peabody Trust
Massachusetts
$310K -$49.1K -240 -14%
SNBOSD
2687
Security National Bank of So Dak
Iowa
$310K -$1.84K -9 -0.6%
FSA
2688
Financial Sense Advisors
California
$309K -$1.29M -6,293 -82%
TFA
2689
Tobias Financial Advisors
Florida
$309K
WWMSC
2690
Wagner Wealth Management (South Carolina)
South Carolina
$309K +$289K +1,411 New
BIA
2691
Biondo Investment Advisors
Pennsylvania
$308K -$15.3K -75 -5%
GCAC
2692
Guardian Capital Advisors (Canada)
Ontario, Canada
$307K -$48.7K -238 -14%
WIA
2693
World Investment Advisors
California
$307K -$29.1K -142 -9%
MCG
2694
MACRO Consulting Group
New Jersey
$307K +$1.64K +8 +0.6%
SWM
2695
Stockman Wealth Management
Montana
$307K +$44K +215 +18%
MAP
2696
Milestone Advisory Partners
North Carolina
$306K
BO
2697
Bank OZK
Arkansas
$306K +$3.07K +15 +1%
AA
2698
Alesco Advisors
New York
$305K
FI
2699
Financial Insights
Washington
$304K
FP
2700
Financial Perspectives
Minnesota
$304K +$117K +573 +70%

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.