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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
4WM
2776
4J Wealth Management
Virginia
$248K +$232K +1,134 New
GA
2777
GFS Advisors
Texas
$248K +$232K +1,135 New
FVWA
2778
Foster Victor Wealth Advisors
South Carolina
$246K -$39.7K -194 -15%
FAM
2779
Flaharty Asset Management
Florida
$245K +$229K +1,118 New
KFA
2780
Kelleher Financial Advisors
New York
$244K -$133K -650 -37%
CIG
2781
Cairn Investment Group
Washington
$244K +$228K +1,115 New
CPC
2782
Consolidated Planning Corp
Georgia
$244K +$228K +1,116 New
AWS
2783
Arkfeld Wealth Strategies
Nebraska
$243K
KAM
2784
Knightsbridge Asset Management
California
$243K
MKC
2785
M. Kraus & Co
Vermont
$243K
QIM
2786
Quantitative Investment Management
Virginia
$241K -$8.27M -40,394 -97%
PP
2787
PrairieView Partners
Minnesota
$241K
RCAMU
2788
Rothschild & Co Asset Management US
Connecticut
$240K -$14.2M -69,277 -98%
KPWG
2789
KFA Private Wealth Group
Virginia
$239K +$223K +1,092 New
TCWA
2790
Ten Capital Wealth Advisors
Washington
$238K +$222K +1,087 New
GLLW
2791
Graves Light Lenhart Wealth
Virginia
$237K +$4.71K +23 +2%
BA
2792
Bridge Advisory
California
$237K +$222K +1,084 New
SN
2793
Sittner & Nelson
Oregon
$235K +$220K +1,075 New
RP
2794
Rowlandmiller & Partners
Georgia
$235K -$10.2K -50 -4%
AIA
2795
AIMZ Investment Advisors
California
$234K
HCM
2796
Hilton Capital Management
New York
$234K +$11.3K +55 +5%
LFG
2797
Larson Financial Group
Missouri
$234K +$33.8K +165 +18%
SLWA
2798
San Luis Wealth Advisors
California
$234K +$219K +1,068 New
ARTA
2799
A.R.T. Advisors
New York
$232K +$217K +1,059 New
STC
2800
Sarah T. Connolly
$230K +$215K +1,050 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.