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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
1726
Cornerstone Wealth Management
Missouri
$2.15M +$297K +1,449 +17%
1WA
1727
180 Wealth Advisors
Washington
$2.15M -$24.4K -119 -1%
JSL
1728
JT Stratford LLC
Georgia
$2.15M +$60.4K +295 +3%
GCA
1729
Genesee Capital Advisors
New York
$2.14M +$54.2K +265 +3%
RDWM
1730
Red Door Wealth Management
Tennessee
$2.13M +$119K +582 +6%
MWM
1731
Midwest Wealth Management
Indiana
$2.13M +$1.99M +9,733 New
SPFA
1732
Summit Place Financial Advisors
New Jersey
$2.13M +$180K +880 +10%
ISB
1733
Iowa State Bank
Iowa
$2.13M +$267K +1,303 +15%
IC
1734
Inscription Capital
Texas
$2.12M +$46.5K +227 +2%
RCG
1735
Rock Creek Group
District of Columbia
$2.11M -$754K -3,685 -28%
EWG
1736
Executive Wealth Group
Washington
$2.11M +$409 +2 +0%
FHA
1737
First Horizon Advisors
Tennessee
$2.11M -$311K -1,522 -14%
AUB
1738
Atlantic Union Bankshares
Virginia
$2.1M +$151K +740 +8%
CU
1739
CQS (US)
New York
$2.1M +$44K +215 +2%
AWA
1740
Aaron Wealth Advisors
Illinois
$2.1M +$1.97M +9,604 New
REMPR
1741
Roof Eidam Maycock Peralta (REMP)
California
$2.1M +$28.6K +140 +1%
AA
1742
Argent Advisors
Louisiana
$2.1M -$120K -585 -6%
BS
1743
Boenning & Scattergood
Pennsylvania
$2.09M -$33.8K -165 -2%
KPCM
1744
Kings Point Capital Management
New York
$2.09M -$303K -1,481 -13%
MAWCM
1745
Mine & Arao Wealth Creation & Management
California
$2.08M +$12.3K +60 +0.6%
DIM
1746
Delta Investment Management
California
$2.06M +$88.6K +433 +5%
GFP
1747
Gryphon Financial Partners
Ohio
$2.06M -$409 -2 -0%
TPM
1748
Triasima Portfolio Management
Quebec, Canada
$2.04M +$1.91M +9,335 New
MFA
1749
Mayflower Financial Advisors
Massachusetts
$2.04M +$1.91M +9,327 New
CRWM
1750
Castle Rock Wealth Management
California
$2.04M +$113K +551 +6%

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.