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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
GEM
2701
Global Endowment Management
North Carolina
$301K -$10.2M -49,703 -97%
EFL
2702
ERn Financial LLC
Wisconsin
$301K
MGIM
2703
M&G Investment Management
United Kingdom
$300K -$24.9M -121,595 -8%
IFAM
2704
Institutional & Family Asset Management
Colorado
$300K +$1.23K +6 +0.4%
PO
2705
Private Ocean
California
$300K +$10.6K +52 +4%
DLHL
2706
Donald L. Hagan LLC
Florida
$299K
LI
2707
LVZ Inc
Michigan
$299K
JGIA
2708
Jackson Grant Investment Advisers
Connecticut
$299K +$156K +764 +126%
PFA
2709
Pure Financial Advisors
California
$298K -$46K -225 -14%
BMWM
2710
Brown Miller Wealth Management
Virginia
$298K +$279K +1,362 New
BWM
2711
BCS Wealth Management
Tennessee
$297K +$2.46K +12 +0.9%
NA
2712
Nottingham Advisors
New York
$296K
GL
2713
Graypoint LLC
New York
$294K +$18K +88 +7%
ACM
2714
AUA Capital Management
Pennsylvania
$293K
PCA
2715
Peddock Capital Advisors
Massachusetts
$293K
KFI
2716
Key Financial Inc
Pennsylvania
$293K +$5.73K +28 +2%
PWM
2717
PRW Wealth Management
Massachusetts
$291K
DWP
2718
Destiny Wealth Partners
Florida
$291K +$272K +1,330 New
RF
2719
Rollins Financial
Georgia
$291K +$272K +1,331 New
SP
2720
SWS Partners
Ohio
$290K +$15.8K +77 +6%
DP
2721
Divergent Planning
Maryland
$290K +$271K +1,325 New
BFG
2722
Barber Financial Group
Kansas
$289K
KA
2723
Klingman & Associates
New York
$289K +$1.84K +9 +0.7%
SGCA
2724
Steel Grove Capital Advisors
Tennessee
$289K +$26.6K +130 +11%
BFS
2725
Bickling Financial Services
Massachusetts
$288K +$270K +1,317 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.