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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
DACG
2401
Donor Advised Charitable Giving
California
$565K
BAAM
2402
Baker Avenue Asset Management
California
$564K +$56.5K +276 +12%
ACM
2403
Arthedge Capital Management
New York
$562K +$3.77M +18,400 New
BWA
2404
Beam Wealth Advisors
Louisiana
$561K -$37.4K -183 -7%
CVM
2405
Cheviot Value Management
California
$561K +$14.7K +72 +3%
FCA
2406
FinTrust Capital Advisors
South Carolina
$559K -$91.7K -448 -15%
WAM
2407
Winslow Asset Management
Ohio
$558K
CA
2408
Crumly & Associates
Illinois
$558K +$229K +1,120 +68%
BFPW
2409
BOK Financial Private Wealth
Colorado
$557K +$22.1K +108 +4%
HFP
2410
Holistic Financial Partners
Indiana
$556K -$19.2K -94 -4%
FSA
2411
Franklin Street Advisors
North Carolina
$554K +$305K +1,490 +143%
LNWTC
2412
Laird Norton Wetherby Trust Company
Washington
$554K +$519K +2,538 New
SRC
2413
Sage Rhino Capital
California
$553K +$8.6K +42 +2%
RZH
2414
Relyea Zuckerberg Hanson
Connecticut
$552K -$102K -499 -17%
HCM
2415
Hengehold Capital Management
Ohio
$552K +$3.89K +19 +0.8%
CWP
2416
Concord Wealth Partners
Virginia
$551K +$515K +2,519 New
MIM
2417
Merrion Investment Management
New Jersey
$551K +$516K +2,520 New
SAM
2418
Stewart Asset Management
New York
$549K -$220K -1,073 -30%
HI
2419
Hudock Inc
Pennsylvania
$549K +$17.8K +87 +4%
HPC
2420
Hobart Private Capital
North Carolina
$546K +$42K +205 +9%
EWA
2421
ERTS Wealth Advisors
Michigan
$546K -$23.7K -116 -4%
RAM
2422
Rempart Asset Management
Canada
$546K +$511K +2,495 New
AIFAIM
2423
American Institute for Advanced Investment Management
Arizona
$542K +$1.43K +7 +0.3%
KIG
2424
Kowal Investment Group
Wisconsin
$542K +$531K +2,595 New
PWSG
2425
Pacific Wealth Strategies Group
California
$541K +$181K +885 +54%

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.