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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
BFWA
2226
Benchmark Financial Wealth Advisors
Florida
$801K +$31.7K +155 +4%
LCWP
2227
Legacy Capital Wealth Partners
Arkansas
$798K +$746K +3,647 New
CIP
2228
Convergence Investment Partners
Florida
$796K +$15.1K +74 +2%
GSIS
2229
Global Strategic Investment Solutions
Arizona
$793K -$409 -2 -0.1%
OPPTF
2230
OPSEU Pension Plan Trust Fund
Ontario, Canada
$792K +$12.5K +61 +2%
SB
2231
Sunflower Bank
Texas
$792K +$27.2K +133 +4%
CCA
2232
Childress Capital Advisors
Texas
$788K +$735K +3,591 New
OWA
2233
Outlook Wealth Advisors
Texas
$787K +$2.05K +10 +0.3%
APA
2234
Allegiant Private Advisors
Florida
$787K +$736K +3,597 New
VV
2235
Verity & Verity
South Carolina
$783K +$523K +2,555 +227%
FC
2236
Financial Consulate
Maryland
$782K +$148K +723 +25%
LWA
2237
Lineweaver Wealth Advisors
Ohio
$779K +$125K +612 +21%
APW
2238
Austin Private Wealth
Texas
$777K +$281K +1,372 +63%
SG
2239
StoneX Group
New York
$773K +$63K +308 +10%
AWP
2240
Abacus Wealth Partners
California
$771K +$722K +3,526 New
BWCS
2241
Beirne Wealth Consulting Services
Connecticut
$770K +$8.39K +41 +1%
ECM
2242
Elgethun Capital Management
South Dakota
$770K +$13.5K +66 +2%
HTHT
2243
Hemenway Trust Hemenway Trust
New Hampshire
$768K +$35.6K +174 +5%
JHCP
2244
Jackson Hole Capital Partners
Oklahoma
$767K +$121K +589 +20%
AWM
2245
Alterna Wealth Management
Texas
$766K -$15.3K -75 -2%
Financial Engines Advisors
2246
Financial Engines Advisors
California
$766K +$48.1K +235 +7%
LAI
2247
Legal Advantage Investments
California
$766K +$716K +3,500 New
PAM
2248
Paradigm Asset Management
New York
$763K -$2.24M -10,960 -76%
3F
2249
360 Financial
Minnesota
$762K
HL
2250
HeadInvest LLC
Maine
$760K +$362K +1,770 +104%

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.