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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
AF
2051
Allworth Financial
California
$1.14M +$54K +264 +5%
SEEDPG
2052
S.E.E.D. Planning Group
New York
$1.14M +$48.7K +238 +5%
OWA
2053
Octavia Wealth Advisors
Ohio
$1.14M +$1.07M +5,223 New
CL
2054
CPWM LLC
Washington
$1.14M +$88.6K +433 +9%
LWA
2055
Lenox Wealth Advisors
New York
$1.13M +$14.5K +71 +1%
5L
2056
55I LLC
Massachusetts
$1.13M +$467K +2,280 +79%
NB
2057
Nicolet Bankshares
Wisconsin
$1.13M -$26.2K -128 -2%
LFA
2058
Legacy Financial Advisors
Kentucky
$1.13M +$88.6K +433 +9%
ECM
2059
Estabrook Capital Management
New York
$1.12M +$50.8K +248 +5%
RHP
2060
Royal Harbor Partners
Texas
$1.12M +$234K +1,145 +29%
MJP
2061
Michael J. Puzo
$1.12M -$76.7K -375 -7%
FFC
2062
First Financial Corp
Indiana
$1.12M +$35.2K +172 +3%
RC
2063
RBO & Co
California
$1.12M
WWM
2064
Windsor Wealth Management
Indiana
$1.12M +$1.23K +6 +0.1%
SMA
2065
Sage Mountain Advisors
Georgia
$1.12M +$1.05M +5,119 New
WCM
2066
Windsor Capital Management
Arizona
$1.12M +$76.3K +373 +8%
LAM
2067
LifePro Asset Management
California
$1.12M +$1.04M +5,104 New
TA
2068
Tectonic Advisors
Texas
$1.11M +$1.04M +5,098 New
PIA
2069
Pinion Investment Advisors
Kansas
$1.11M +$71.6K +350 +7%
AWM
2070
Atticus Wealth Management
Florida
$1.11M +$103K +501 +11%
TIA
2071
Trust Investment Advisors
Indiana
$1.1M -$29.5K -144 -3%
HPWM
2072
Highland Private Wealth Management
Washington
$1.1M -$14.5K -71 -1%
CBFP
2073
Cedar Brook Financial Partners
Ohio
$1.1M +$38.7K +189 +4%
GWCM
2074
Godshalk Welsh Capital Management
Pennsylvania
$1.1M -$3.07K -15 -0.3%
RM
2075
Resource Management
Louisiana
$1.1M +$46.9K +229 +5%

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.