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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
IFG
2726
Investors Financial Group
Minnesota
$287K +$8.39K +41 +3%
EWP
2727
Engrave Wealth Partners
Texas
$286K -$16.6K -81 -6%
CMO
2728
Covenant Multifamily Offices
Texas
$286K +$29.5K +144 +12%
PCAP
2729
Pratt Collard Advisory Partners
New York
$283K -$20.5K -100 -7%
PCA
2730
Providence Capital Advisors
North Carolina
$281K +$248K +1,213 +1,733%
CMP
2731
Courage Miller Partners
Virginia
$280K
EW
2732
Element Wealth
Mississippi
$280K +$3.27K +16 +1%
LWIC
2733
Leith Wheeler Investment Counsel
British Columbia, Canada
$280K +$206K +1,007 New
FM
2734
Foster & Motley
Ohio
$278K -$19.6K -96 -7%
JGC
2735
J. Goldman & Co
New York
$278K +$260K +1,271 New
SPP
2736
Single Point Partners
Massachusetts
$276K +$2.87K +14 +1%
TFA
2737
Tranquilli Financial Advisor
New Jersey
$275K +$257K +1,255 New
FCMC
2738
Founders Capital Management (Connecticut)
Connecticut
$274K
ABTD
2739
Arvest Bank Trust Division
Oklahoma
$273K +$2.46K +12 +1%
CC
2740
Caxton Corporation
New Jersey
$272K +$255K +1,244 New
SFG
2741
Sunburst Financial Group
Alabama
$271K -$194K -947 -43%
TWM
2742
Titus Wealth Management
California
$271K -$36.4K -178 -13%
AF
2743
Apexium Financial
Texas
$271K
OGF
2744
Orin Green Financial
California
$270K +$253K +1,234 New
OPWM
2745
Oxinas Partners Wealth Management
Indiana
$269K +$251K +1,228 New
EAM
2746
Eagle Asset Management
Florida
$268K -$9.97M -48,741 -98%
WAM
2747
Wolverine Asset Management
Illinois
$266K +$184K +899 +281%
PFA
2748
Pathway Financial Advisors
Vermont
$264K
NCM
2749
Neumann Capital Management
California
$263K
MVA
2750
Mount Vernon Associates
Maryland
$262K -$20.5K -100 -8%

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.