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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
LIA
2826
LBMC Investment Advisors
Tennessee
$220K +$206K +1,006 New
AI
2827
ArchPoint Investors
Florida
$219K
BWM
2828
BigSur Wealth Management
Florida
$219K
TCB
2829
Texas Capital Bancshares
Texas
$219K
PWS
2830
Precision Wealth Strategies
Missouri
$219K +$204K +999 New
DCM
2831
Delta Capital Management
New Jersey
$219K +$205K +1,000 New
VCWA
2832
Vanguard Capital Wealth Advisors
Colorado
$219K +$205K +1,004 New
ML
2833
McAdam LLC
Pennsylvania
$218K -$15.1K -74 -7%
CFA
2834
Capstone Financial Advisors
Illinois
$218K +$204K +997 New
CG
2835
Cutler Group
California
$218K +$205K +1,000 New
PFA
2836
Plotkin Financial Advisors
Maryland
$217K +$203K +994 New
MLFP
2837
MPS Loria Financial Planners
Illinois
$217K +$40.1K +196 +25%
GSAM
2838
Grant Street Asset Management
Pennsylvania
$217K +$203K +992 New
AAM
2839
Autus Asset Management
Arizona
$216K -$91.3K -446 -31%
CMANY
2840
Capital Management Associates (New York)
New York
$216K -$61.4K -300 -23%
PPW
2841
Parcion Private Wealth
Washington
$216K +$202K +987 New
LAM
2842
L2 Asset Management
Massachusetts
$215K +$201K +981 New
CF
2843
Corrigan Financial
Rhode Island
$214K +$200K +979 New
EF
2844
Exeter Financial
Arizona
$213K +$199K +972 New
WDG
2845
Wealth Dimensions Group
Ohio
$213K +$199K +973 New
VDI
2846
Vaughan David Investments
Illinois
$212K -$8.39K -41 -4%
BMA
2847
Brooks Moore & Associates
Tennessee
$211K -$17.6K -86 -8%
EIP
2848
Ellis Investment Partners
Pennsylvania
$210K -$1.23K -6 -0.6%
GWI
2849
Grace & White Inc
New York
$210K +$196K +960 New
HP
2850
HT Partners
Connecticut
$210K +$197K +962 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.