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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
AWA
1826
Arkadios Wealth Advisors
Georgia
$1.81M +$309K +1,510 +22%
NFG
1827
Northeast Financial Group
Pennsylvania
$1.81M +$1.69M +8,253 New
DC
1828
DeDora Capital
California
$1.8M +$231K +1,128 +16%
IIM
1829
Intact Investment Management
Quebec, Canada
$1.79M -$286K -1,400 -15%
NAMP
1830
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.79M +$3.68K +18 +0.2%
BAM
1831
Beaumont Asset Management
Texas
$1.78M +$40.9K +200 +3%
PWMG
1832
Prestige Wealth Management Group
New Jersey
$1.78M +$145K +709 +10%
FPFS
1833
First Personal Financial Services
North Carolina
$1.77M +$73.7K +360 +5%
WSCM
1834
Wellington Shields Capital Management
New York
$1.76M -$82.5K -403 -5%
GPFA
1835
Game Plan Financial Advisors
Ohio
$1.76M -$935K -4,571 -36%
GIA
1836
Gladstone Institutional Advisory
Florida
$1.76M -$156K -763 -9%
IC
1837
Intersect Capital
California
$1.76M +$221K +1,082 +16%
OIA
1838
OneDigital Investment Advisors
Kansas
$1.76M +$50.3K +246 +3%
AWS
1839
AJ Wealth Strategies
New York
$1.75M +$10.2K +50 +0.6%
DFAM
1840
Deep Field Asset Management
California
$1.75M
W
1841
WealthStone
Ohio
$1.75M +$21.7K +106 +1%
RMAM
1842
Raab & Moskowitz Asset Management
New Jersey
$1.75M -$62.6K -306 -4%
VC
1843
Veracity Capital
Georgia
$1.74M -$9.41K -46 -0.6%
DC
1844
Diametric Capital
Massachusetts
$1.74M -$231K -1,129 -12%
FL
1845
Fort LP
Maryland
$1.74M +$341K +1,667 +27%
ACH
1846
ArrowMark Colorado Holdings
Colorado
$1.73M -$70K -342 -4%
NERM
1847
New England Research & Management
Illinois
$1.72M +$76.7K +375 +5%
CAAS
1848
Capital Asset Advisory Services
Michigan
$1.72M +$367K +1,792 +30%
KSCM
1849
Kamunting Street Capital Management
Florida
$1.71M
MFGM
1850
Marshall Financial Group (Maryland)
Maryland
$1.71M +$1.6M +7,824 New

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.