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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
MA
2926
MCF Advisors
Kentucky
$92K
ST
2927
Sageworth Trust
Pennsylvania
$91K
FA
2928
Financial Advantage
Maryland
$87K
FFW
2929
Fusion Family Wealth
New York
$87K
CP
2930
Corbenic Partners
Pennsylvania
$86K
DWM
2931
Defined Wealth Management
Oregon
$84K +$78.8K +385 New
DWMG
2932
DB Wealth Management Group
California
$83K +$78K +381 New
GG
2933
Gleason Group
Kentucky
$82K +$205 +1 +0.3%
MFM
2934
MD Financial Management
Ontario, Canada
$82K +$76.3K +373 New
IF
2935
Ironwood Financial
Arizona
$81K -$2.87K -14 -4%
PG
2936
Proffitt & Goodson
Tennessee
$80K
JWBC
2937
John W. Brooker & Co
California
$79K
JPLA
2938
Joseph P. Lucia & Associates
New York
$76K +$71.2K +348 New
TC
2939
Tacita Capital
Ontario, Canada
$75K +$70.6K +345 New
KTC
2940
Kistler-Tiffany Companies
Pennsylvania
$73K +$34.2K +167 +101%
NC
2941
NewSquare Capital
Pennsylvania
$73K +$54K +264 +377%
EA
2942
Elm Advisors
California
$73K +$68.6K +335 New
TFM
2943
TFC Financial Management
Massachusetts
$71K
CPFP
2944
Clear Perspectives Financial Planning
Ohio
$68K +$63.4K +310 New
TAM
2945
Tucker Asset Management
Colorado
$67.2K +$62.8K +307 New
VAIA
2946
Virtus Alternative Investment Advisers
Connecticut
$67K -$8.39K -41 -12%
HFA
2947
Hoover Financial Advisors
Pennsylvania
$67K +$67.7K +331 New
VNA
2948
Valley National Advisers
Pennsylvania
$66K -$2.46K -12 -4%
EC
2949
Estate Counselors
Wisconsin
$65K -$488K -2,383 -89%
SL
2950
Savior LLC
Massachusetts
$65K -$7.78K -38 -11%

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.