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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
LWP
2901
Laurel Wealth Planning
Minnesota
$140K +$131K +640 New
FMP
2902
Financial Management Professionals
Texas
$138K +$7.98K +39 +7%
AIG
2903
American International Group
New York
$134K -$556K -2,717 -0.4%
TC
2904
Truvestments Capital
Florida
$134K +$37.2K +182 +42%
ONST
2905
Old North State Trust
North Carolina
$133K -$124K -605 -50%
APC
2906
Aspire Private Capital
North Carolina
$131K +$4.09K +20 +3%
Canada Pension Plan Investment Board
2907
Canada Pension Plan Investment Board
Ontario, Canada
$130K +$120K +587 +5,870%
BWM
2908
Birchcreek Wealth Management
Ohio
$130K +$122K +596 New
CAL
2909
Capital Advisors Ltd
Ohio
$128K
ETI
2910
Enterprise Trust & Investment
California
$128K
TFIPS
2911
Towarzystwo Funduszy Inwestycyjnych PZU SA
$124K +$116K +568 New
CFO
2912
CVA Family Office
Colorado
$124K
NR
2913
Newfound Research
Massachusetts
$124K +$84.7K +414 +271%
SIS
2914
Sound Income Strategies
Florida
$123K +$28.2K +138 +33%
HWM
2915
HighMark Wealth Management
Minnesota
$117K +$1.02K +5 +0.9%
AWM
2916
Accel Wealth Management
Iowa
$116K +$108K +529 New
BA
2917
Bellwether Advisors
Nebraska
$112K +$105K +515 New
JWA
2918
JFS Wealth Advisors
Pennsylvania
$108K +$12.7K +62 +14%
LTI
2919
Laffer Tengler Investments
Tennessee
$105K +$98K +479 New
HI
2920
Human Investing
Oregon
$104K
AP
2921
Atwood & Palmer
Missouri
$102K
FA
2922
Financial Avengers
California
$99K +$92.5K +452 New
RWG
2923
Regal Wealth Group
California
$98K +$409 +2 +0.4%
SWP
2924
ShoreHaven Wealth Partners
New Jersey
$98K +$91.7K +448 New
ARIS
2925
Advanced Research Investment Solutions
California
$93K +$86.8K +424 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.