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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
WFM
2376
Wolff Financial Management
Michigan
$593K +$18.6K +91 +3%
Aristotle Capital Management
2377
Aristotle Capital Management
California
$591K -$205 -1 -0%
KW
2378
KWB Wealth
California
$591K +$553K +2,702 New
FPWM
2379
FSB Premier Wealth Management
Iowa
$591K +$553K +2,704 New
SIM
2380
Sadoff Investment Management
Wisconsin
$590K -$20.1K -98 -4%
D
2381
Diversified
Delaware
$590K +$604K +2,950 New
FCMT
2382
Founders Capital Management (Texas)
Texas
$590K +$635K +3,105 New
CHJWM
2383
Carlton Hofferkamp & Jenks Wealth Management
Texas
$585K -$5.12K -25 -0.9%
EWM
2384
EPG Wealth Management
Georgia
$585K +$35K +171 +7%
MAM
2385
McCarthy Asset Management
California
$584K +$546K +2,669 New
ZF
2386
Zhang Financial
Michigan
$582K
CWAF
2387
Core Wealth Advisors (Florida)
Florida
$582K +$26.6K +130 +5%
PFO
2388
Pathstone Family Office
New Jersey
$582K +$481K +2,352 +761%
PP
2389
PDS Planning
Ohio
$581K +$41.7K +204 +8%
SKK
2390
Shepherd Kaplan Krochuk
Massachusetts
$580K -$20.5K -100 -4%
VA
2391
Valmark Advisers
Ohio
$580K +$263K +1,287 +94%
RWM
2392
RKL Wealth Management
Pennsylvania
$579K
SFG
2393
StrategIQ Financial Group
Indiana
$578K +$83.7K +409 +18%
LRIA
2394
Leonard Rickey Investment Advisors
Washington
$577K +$15.1K +74 +3%
CWA
2395
Clarus Wealth Advisors
Arizona
$574K
MAM
2396
Marotta Asset Management
Virginia
$574K
AWP
2397
Accretive Wealth Partners
New Jersey
$573K +$536K +2,618 New
TF
2398
TRH Financial
Iowa
$572K +$30.1K +147 +6%
AWM
2399
Act Wealth Management
Texas
$571K +$534K +2,609 New
DCM
2400
Dimension Capital Management
Florida
$569K +$24.4K +119 +5%

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.