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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
EWM
1151
Empirical Wealth Management
Washington
$6.01M -$1M -4,903 -15%
YWP
1152
YorkBridge Wealth Partners
New York
$6.01M +$235K +1,148 +4%
CAL
1153
Capital Analysts LLC
Pennsylvania
$6.01M -$266K -1,299 -5%
FAIM
1154
Financial Advocates Investment Management
Washington
$5.99M +$400K +1,953 +8%
MWM
1155
Minot Wealth Management
Massachusetts
$5.97M +$751K +3,669 +16%
HFA
1156
HC Financial Advisors
California
$5.97M +$66.7K +326 +1%
LFAS
1157
Level Four Advisory Services
Texas
$5.94M -$825K -4,031 -13%
FC
1158
Ferris Capital
Massachusetts
$5.94M +$761K +3,720 +16%
UBPAM
1159
Union Bancaire Privee Asset Management
New York
$5.94M -$2.08M -10,154 -27%
DFA
1160
Delta Financial Advisors
Louisiana
$5.93M -$139K -677 -2%
CCM
1161
Coldstream Capital Management
Washington
$5.89M +$947K +4,627 +21%
ACP
1162
Aviance Capital Partners
Florida
$5.88M -$44.2K -216 -0.8%
CA
1163
Clearstead Advisors
Ohio
$5.87M +$622K +3,040 +13%
BI
1164
Berkeley Inc
Idaho
$5.86M +$5.49M +26,813 New
FI
1165
FormulaFolio Investments
Michigan
$5.83M +$2.87M +14,016 +111%
FFA
1166
Fragasso Financial Advisors
Pennsylvania
$5.83M +$223K +1,089 +4%
BCM
1167
Buckhead Capital Management
Georgia
$5.83M +$242K +1,184 +5%
LBA
1168
Lowell Blake & Associates
Massachusetts
$5.82M +$52.2K +255 +1%
DSC
1169
Duncker Streett & Co
Missouri
$5.82M +$102K +499 +2%
IWM
1170
IHT Wealth Management
Illinois
$5.82M +$663K +3,240 +14%
JFA
1171
Johanson Financial Advisors
California
$5.81M -$409 -2 -0%
PCTC
1172
Perkins Coie Trust Company
Washington
$5.79M +$208K +1,018 +4%
PFS
1173
Prospera Financial Services
Texas
$5.79M +$4.92M +24,048 +1,000%
TC
1174
Telemus Capital
Michigan
$5.78M -$1.67M -8,165 -24%
PS
1175
Pensionfund Sabic
Netherlands
$5.78M

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.