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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
WAG
2026
Winthrop Advisory Group
Massachusetts
$1.23M +$113K +550 +11%
CWS
2027
Cypress Wealth Services
California
$1.23M +$1.15M +5,604 New
CA
2028
Cullinan Associates
Kentucky
$1.23M +$614K +3,000 +115%
BEAM
2029
Baker Ellis Asset Management
Washington
$1.22M +$81.9K +400 +8%
FNWM
2030
Financial Network Wealth Management
Utah
$1.22M +$1.14M +5,590 New
WMA
2031
Wealth Management Associates
New Jersey
$1.21M +$80.4K +393 +8%
RWA
2032
Ropes Wealth Advisors
Massachusetts
$1.21M +$199K +970 +21%
SWRP
2033
Summit Wealth & Retirement Planning
California
$1.21M -$205 -1 -0%
BOPW
2034
Brandywine Oak Private Wealth
Pennsylvania
$1.21M -$14.7K -72 -1%
TVAMP
2035
Tennessee Valley Asset Management Partners
Tennessee
$1.2M +$564K +2,755 +100%
UMC
2036
United Maritime Capital
New York
$1.2M +$1.13M +5,500 New
CI
2037
Cavalier Investments
Georgia
$1.2M +$281K +1,371 +33%
FFA
2038
Founders Financial Alliance
North Carolina
$1.2M +$289K +1,414 +35%
PFGIA
2039
Patriot Financial Group Insurance Agency
Massachusetts
$1.19M +$565K +2,759 +102%
SHA
2040
Seneca House Advisors
Virginia
$1.19M +$399K +1,952 +56%
RB
2041
Renasant Bank
Mississippi
$1.18M +$1.1M +5,395 New
LCM
2042
Leisure Capital Management
California
$1.18M -$7.78K -38 -0.7%
AIM
2043
Alhambra Investment Management
Florida
$1.18M +$5.12K +25 +0.5%
BB
2044
Bell Bank
North Dakota
$1.18M +$212K +1,036 +24%
STA
2045
Summit Trail Advisors
New York
$1.17M +$1.09M +5,348 New
IWA
2046
IVC Wealth Advisors
Pennsylvania
$1.17M +$1.09M +5,345 New
BBNA
2047
Bremer Bank National Association
Minnesota
$1.17M -$60.4K -295 -5%
Dodge & Cox
2048
Dodge & Cox
California
$1.16M -$40.9K -200 -4%
BWP
2049
Bernardo Wealth Planning
Pennsylvania
$1.15M -$7.37K -36 -0.7%
AB
2050
Atlas Brown
Kentucky
$1.15M +$4.71K +23 +0.4%

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.