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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
PHAM
2351
Palisades Hudson Asset Management
Florida
$620K
KCM
2352
Kathmere Capital Management
Pennsylvania
$620K +$50.5K +247 +10%
DWM
2353
Darwin Wealth Management
Florida
$617K +$55.3K +270 +11%
LFF
2354
Level Four Financial
Texas
$615K +$575K +2,812 New
NIP
2355
Nicholas Investment Partners
California
$613K
ACA
2356
Anchor Capital Advisors
Massachusetts
$612K
ECA
2357
Elevated Capital Advisors
Utah
$612K +$84.3K +412 +17%
LWM
2358
Liberty Wealth Management
California
$611K -$9.62K -47 -2%
BCM
2359
Bluefin Capital Management
New York
$609K +$570K +2,785 New
BCM
2360
Birch Capital Management
Texas
$607K +$4.09K +20 +0.7%
CWM
2361
Cordatus Wealth Management
Pennsylvania
$607K +$35K +171 +7%
HH
2362
HWG Holdings
Texas
$606K -$267K -1,305 -32%
ESBC
2363
E.S. Barr & Co
Kentucky
$606K +$153K +750 +37%
SI
2364
Scharf Investments
California
$605K +$218K +1,066 +63%
CCMD
2365
Cypress Capital Management (Delaware)
Delaware
$604K
GC
2366
Garde Capital
Washington
$604K +$10.2K +50 +2%
SIA
2367
Strategic Investment Advisors
Michigan
$603K +$60K +293 +12%
MPW
2368
Monterey Private Wealth
California
$602K +$205 +1 +0%
MW
2369
MBL Wealth
North Carolina
$601K +$562K +2,746 New
CSPIA
2370
Cary Street Partners Investment Advisory
Virginia
$599K -$189K -926 -25%
CBN
2371
Cadence Bank NA
Texas
$599K +$67.9K +332 +14%
ERWM
2372
Elk River Wealth Management
Colorado
$597K +$559K +2,730 New
LF
2373
Lantz Financial
Illinois
$596K +$51.6K +252 +10%
MS
2374
Mizuho Securities
Japan
$595K -$1.46M -7,112 -72%
QPWM
2375
Quadrant Private Wealth Management
Pennsylvania
$594K +$105K +513 +23%

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.