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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
PDM
2251
Penn Davis McFarland
Texas
$759K -$18.4K -90 -3%
TWA
2252
TCI Wealth Advisors
Arizona
$759K +$7.78K +38 +1%
GWS
2253
Glassman Wealth Services
Virginia
$755K +$12.1K +59 +2%
MA
2254
MJP Associates
Connecticut
$752K +$704K +3,440 New
WCM
2255
Wedge Capital Management
North Carolina
$749K
ACWM
2256
Adams Chetwood Wealth Management
North Carolina
$744K -$12.7K -62 -2%
HG
2257
Harbor Group
New Hampshire
$744K +$727K +3,552 New
BHBT
2258
Burke & Herbert Bank & Trust
Virginia
$741K -$2.87K -14 -0.4%
OPA
2259
Old Port Advisors
Maine
$741K +$28.4K +139 +4%
PAMP
2260
Polar Asset Management Partners
Ontario, Canada
$741K +$694K +3,390 New
OFG
2261
Omega Financial Group
California
$740K -$3.68K -18 -0.5%
PCWA
2262
Pacific Capital Wealth Advisors
California
$739K
RSC
2263
Red Spruce Capital
Pennsylvania
$739K +$37.7K +184 +6%
FRA
2264
Frank Rimerman Advisors
California
$736K +$689K +3,365 New
SHWM
2265
Smith & Howard Wealth Management
Georgia
$736K -$5.12K -25 -0.7%
ACA
2266
Ackerman Capital Advisors
Texas
$736K
RWA
2267
Redhawk Wealth Advisors
Minnesota
$735K +$188K +918 +38%
TWM
2268
Tradition Wealth Management
Minnesota
$734K +$686K +3,354 New
KFGK
2269
Keystone Financial Group (Kentucky)
Kentucky
$733K -$6.34K -31 -0.9%
MAG
2270
MRA Advisory Group
New Jersey
$733K +$686K +3,351 New
BCA
2271
Biltmore Capital Advisors
New Jersey
$732K +$51.8K +253 +8%
GAM
2272
Grandview Asset Management
Pennsylvania
$730K +$95K +464 +16%
SAS
2273
Stelac Advisory Services
New York
$727K +$5.93K +29 +0.9%
9WM
2274
9258 Wealth Management
Ohio
$724K +$11.1K +54 +2%
CIEP
2275
Constellation Investimentos e Participacoes
Brazil
$724K +$106K +520 +19%

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.