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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
AFA
2276
Arlington Financial Advisors
California
$722K
JF
2277
JSF Financial
California
$718K +$25.8K +126 +4%
RSWM
2278
Robertson Stephens Wealth Management
California
$716K -$408K -1,994 -38%
XF
2279
XML Financial
Maryland
$716K -$53.8K -263 -7%
TCPWM
2280
Traverso Chambers Private Wealth Management
California
$716K -$28.2K -138 -4%
BAM
2281
Bellevue Asset Management
Washington
$714K
SPC
2282
Stewart & Patten Company
California
$713K +$6.96K +34 +1%
LIG
2283
Lokken Investment Group
Delaware
$713K +$668K +3,262 New
CWP
2284
Curated Wealth Partners
California
$710K +$664K +3,246 New
ACM
2285
Allred Capital Management
Texas
$706K -$212K -1,036 -24%
SAM
2286
SignalPoint Asset Management
Missouri
$706K -$20.7K -101 -3%
ME
2287
McIlrath & Eck
Washington
$703K -$16.8K -82 -2%
KA
2288
Kercheville Advisors
Texas
$701K +$655K +3,200 New
PP
2289
Palladium Partners
Virginia
$700K -$48.1K -235 -7%
CRCM
2290
Corbett Road Capital Management
Virginia
$700K -$27.4K -134 -4%
EF
2291
Empowered Funds
Pennsylvania
$699K +$654K +3,196 New
AFM
2292
Andesa Financial Management
Pennsylvania
$698K -$432K -2,112 -40%
PMA
2293
Prudent Man Advisors
Illinois
$698K -$22.5K -110 -3%
FCA
2294
FLC Capital Advisors
California
$695K
OWA
2295
Opal Wealth Advisors
New York
$693K +$648K +3,168 New
BOS
2296
Bingham Osborn & Scarborough
California
$688K -$221K -1,081 -26%
CWM
2297
Curi Wealth Management
North Carolina
$688K +$644K +3,149 New
SFG
2298
SNS Financial Group
Minnesota
$684K -$31.7K -155 -5%
FNBOH
2299
First National Bank of Hutchinson
Kansas
$684K -$30.7K -150 -4%
BWP
2300
BSW Wealth Partners
Colorado
$684K +$11.9K +58 +2%

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.