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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
CWMU
1851
Caliber Wealth Management (Utah)
Utah
$1.71M +$1.6M +7,795 New
C
1852
Certuity
Florida
$1.7M +$258K +1,261 +19%
MCM
1853
Mainstay Capital Management
Michigan
$1.7M +$4.5K +22 +0.3%
HCM
1854
Hall Capital Management
Rhode Island
$1.7M +$240K +1,172 +18%
DRS
1855
Deane Retirement Strategies
Louisiana
$1.69M +$1.58M +7,733 New
LPT
1856
Legacy Private Trust
Wisconsin
$1.69M -$52.8K -258 -3%
MFG
1857
Merit Financial Group
Georgia
$1.69M +$16.8K +82 +1%
RA
1858
RFG Advisory
Alabama
$1.68M -$12.7K -62 -0.8%
EGA
1859
E&G Advisors
Texas
$1.67M -$2.05K -10 -0.1%
NL
1860
NWAM LLC
Washington
$1.66M +$1.56M +7,604 New
MWVC
1861
Morgens Waterfall Vintiadis & Co
New York
$1.66M -$522K -2,550 -25%
CCM
1862
Community Capital Management
Florida
$1.66M
SMC
1863
Smith, Moore & Co
Missouri
$1.66M +$7.98K +39 +0.5%
CA
1864
Continuum Advisory
Idaho
$1.65M +$1.14M +5,563 +279%
LA
1865
Latitude Advisors
Florida
$1.65M +$1.55M +7,556 New
CI
1866
CX Institutional
Indiana
$1.65M +$360K +1,760 +30%
HAC
1867
Harbor Advisory Corp
New Hampshire
$1.65M +$1.54M +7,539 New
PPG
1868
Peak Planning Group
Colorado
$1.65M +$12.9K +63 +0.8%
CA
1869
Calton & Associates
Florida
$1.65M +$157K +765 +11%
PA
1870
Procyon Advisors
Connecticut
$1.64M -$21.3K -104 -1%
GWM
1871
Gray Wealth Management
Maine
$1.64M +$67.3K +329 +5%
VAG
1872
VisionPoint Advisory Group
Texas
$1.63M +$1.03M +5,042 +209%
VWM
1873
Vigilare Wealth Management
Arizona
$1.63M -$265K -1,296 -15%
LWAC
1874
Laurel Wealth Advisors (California)
California
$1.63M -$25.4K -124 -2%
AFAS
1875
Acorn Financial Advisory Services
Virginia
$1.63M +$1.24M +6,047 +438%

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.