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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
AWM
2951
Avondale Wealth Management
Texas
$64K
IFA
2952
Interactive Financial Advisors
Illinois
$63K
AL
2953
ADE LLC
Maryland
$63K +$58.9K +288 New
FPW
2954
Flagship Private Wealth
Massachusetts
$60.6K +$63.6K +311 New
MGI
2955
MayTech Global Investments
New York
$60K
BHWM
2956
Bay Harbor Wealth Management
Maryland
$59K +$614 +3 +1%
SIM
2957
Seaview Investment Managers
Florida
$52K -$3.49M -17,059 -99%
RBC
2958
Roble Belko & Company
Pennsylvania
$52K
EWM
2959
Edge Wealth Management
New York
$50K -$13.9K -68 -23%
BAMG
2960
Brand Asset Management Group
Missouri
$50K -$5.93K -29 -11%
RCA
2961
Ranch Capital Advisors
Florida
$48K
MCM
2962
McMillion Capital Management
North Carolina
$47K +$43.6K +213 New
FWM
2963
FSA Wealth Management
Massachusetts
$46K +$43K +210 New
IRC
2964
Investors Research Corp
Georgia
$45K -$15.1K -74 -27%
TCM
2965
TD Capital Management
Tennessee
$44K
M1FG
2966
Mach-1 Financial Group
Arkansas
$42K +$39.5K +193 New
IWP
2967
IAG Wealth Partners
Wisconsin
$41K -$2.05K -10 -5%
RFWA
2968
RPg Family Wealth Advisory
Massachusetts
$40K
CFN
2969
Cordasco Financial Network
Florida
$40K -$48.9K -239 -57%
AA
2970
AlphaMark Advisors
Kentucky
$39K -$409 -2 -1%
BEI
2971
Benjamin Edwards Inc
Missouri
$39K +$9.41K +46 +34%
GWM
2972
Greenhouse Wealth Management
Connecticut
$39K +$36.6K +179 New
SSC
2973
Syverson Strege & Co
Iowa
$38K +$35.6K +174 New
LAS
2974
Lloyd Advisory Services
Georgia
$36K
APWA
2975
Atlas Private Wealth Advisors
New Jersey
$36K +$6.14K +30 +22%

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.