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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
SVCP
2126
Silicon Valley Capital Partners
California
$980K -$130K -634 -12%
RHAM
2127
Round Hill Asset Management
California
$979K -$21.5K -105 -2%
AL
2128
Aspiriant LLC
California
$979K +$21.3K +104 +2%
PWAG
2129
Polaris Wealth Advisory Group
California
$977K -$110K -536 -11%
RFM
2130
Royal Fund Management
Florida
$976K +$372K +1,820 +69%
WMP
2131
Wealth Management Partners
Arizona
$975K +$988K +4,828 New
WI
2132
Wedgewood Investors
Pennsylvania
$974K +$25.6K +125 +3%
STB
2133
S&T Bank
Pennsylvania
$974K +$559K +2,730 +159%
CFG
2134
Cooper Financial Group
California
$973K +$346K +1,689 +61%
NGA
2135
Naples Global Advisors
Florida
$967K +$133K +652 +17%
GFPC
2136
Global Financial Private Client
Florida
$966K -$71.6K -350 -7%
FC
2137
Forte Capital
New York
$966K -$10K -49 -1%
APW
2138
Acima Private Wealth
Virginia
$966K
GA
2139
GoalVest Advisory
New York
$965K +$902K +4,410 New
Cohen & Steers
2140
Cohen & Steers
New York
$959K
PAA
2141
Peregrine Asset Advisers
Oregon
$957K
WCWM
2142
Willow Creek Wealth Management
California
$952K
MCWS
2143
McKinley Carter Wealth Services
West Virginia
$951K -$18.8K -92 -2%
WFC
2144
Western Financial Corp
California
$950K +$889K +4,343 New
WWS
2145
Wellington Wealth Strategies
Indiana
$949K +$746K +3,645 New
CHAM
2146
Clear Harbor Asset Management
Connecticut
$944K +$8.19K +40 +0.9%
KA
2147
Kozak & Associates
Colorado
$943K +$924K +4,517 New
CC
2148
Centiva Capital
New York
$934K -$329K -1,606 -27%
LC
2149
Lindbrook Capital
California
$934K -$614 -3 -0.1%
JG
2150
Jefferies Group
New York
$933K -$1.56M -7,612 -64%

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.