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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
CWM
1676
Connecticut Wealth Management
Connecticut
$2.33M -$73.9K -361 -3%
ATWA
1677
Arbor Trust Wealth Advisors
Michigan
$2.31M +$2.16M +10,570 New
MC
1678
Martin & Co
Tennessee
$2.31M +$18.4K +90 +0.9%
AWA
1679
ARS Wealth Advisors
Florida
$2.31M +$169K +825 +8%
FLSMF
1680
Fundsmith Long/Short Master Fund
Cayman Islands
$2.3M +$2.15M +10,523 New
WWM
1681
Wolff Wiese Magana
California
$2.29M +$2.15M +10,493 New
TWM
1682
Tolleson Wealth Management
Texas
$2.29M -$379K -1,850 -15%
LHC
1683
Little House Capital
Massachusetts
$2.29M -$886K -4,332 -29%
LD
1684
Lipe & Dalton
New York
$2.29M -$20.5K -100 -0.9%
CW
1685
CreativeOne Wealth
Kansas
$2.29M +$1.3M +6,345 +155%
RWM
1686
Ritholtz Wealth Management
New York
$2.28M +$83.9K +410 +4%
PSP
1687
Principal Street Partners
Tennessee
$2.27M +$587K +2,869 +38%
VF
1688
Virtu Financial
New York
$2.27M -$1.51M -7,373 -41%
SHWM
1689
Silicon Hills Wealth Management
Texas
$2.27M -$102K -498 -5%
GSWM
1690
Golden State Wealth Management
California
$2.27M +$305K +1,491 +17%
CWAG
1691
Compton Wealth Advisory Group
Virginia
$2.27M -$68.8K -336 -3%
NFC
1692
Northeast Financial Consultants
Connecticut
$2.27M +$1.23K +6 +0.1%
AWM
1693
Aries Wealth Management
Maine
$2.26M +$8.39K +41 +0.4%
JIP
1694
Jaffetilchin Investment Partners
Florida
$2.26M +$696K +3,400 +49%
AIM
1695
Acropolis Investment Management
Missouri
$2.26M +$4.91K +24 +0.2%
1W
1696
1776 Wealth
Georgia
$2.25M -$12.9K -63 -0.6%
BWM
1697
BNC Wealth Management
Oregon
$2.24M +$99.9K +488 +5%
AAM
1698
Azzad Asset Management
Virginia
$2.24M +$2.09M +10,220 New
PMFA
1699
Plante Moran Financial Advisors
Michigan
$2.23M -$143K -697 -6%
MCM
1700
MV Capital Management
Maryland
$2.22M +$306K +1,495 +17%

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.