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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
BAM
2751
Brave Asset Management
New Jersey
$261K
MCM
2752
Marathon Capital Management
Maryland
$260K
CAGAS
2753
Capital Advisory Group Advisory Services
Minnesota
$259K +$59.3K +290 +32%
CFFP
2754
Center for Financial Planning
Michigan
$258K -$98.2K -480 -29%
MTC
2755
McDaniel Terry & Co
Texas
$258K
ST
2756
Sabal Trust
Florida
$258K +$241K +1,178 New
BSAM
2757
Blue Square Asset Management
New York
$257K +$6.55K +32 +3%
CHP
2758
Cable Hill Partners
Oregon
$257K +$10K +49 +4%
OHIS
2759
Oak Harvest Investment Services
Texas
$257K +$240K +1,173 New
RPCA
2760
Running Point Capital Advisors
California
$257K +$240K +1,175 New
HCM
2761
HMS Capital Management
Tennessee
$256K
YMRC
2762
Yorktown Management & Research Company
Virginia
$255K -$161K -785 -40%
FPCP
2763
Fort Point Capital Partners
California
$255K -$2.66K -13 -1%
MSU
2764
Mizuho Securities USA
New York
$255K +$238K +1,164 New
SDWMA
2765
Schneider Downs Wealth Management Advisors
Pennsylvania
$254K -$108K -529 -31%
SC
2766
Slow Capital
California
$254K -$8.19K -40 -3%
WQ
2767
Wealth Quarterback
New Jersey
$254K +$4.5K +22 +2%
UWM
2768
Urban Wealth Management
California
$254K +$238K +1,161 New
FPGK
2769
Financial Partners Group (Kansas)
Kansas
$252K -$26K -127 -9%
FC
2770
Fusion Capital
South Carolina
$252K -$19.9K -97 -8%
RI
2771
Ridgewood Investments
New Jersey
$251K
THWM
2772
Taylor Hoffman Wealth Management
Virginia
$250K
AC
2773
Alley Company
Illinois
$250K +$234K +1,142 New
FCM
2774
Fortis Capital Management
Washington
$248K -$1.8M -8,797 -89%
SAM
2775
Shone Asset Management
California
$248K

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.