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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
AFS
2451
Aft Forsyth & Sober
Florida
$525K +$491K +2,400 New
OWA
2452
One Wealth Advisors
California
$525K +$492K +2,402 New
BRG
2453
Bay Rivers Group
Virginia
$524K +$40.7K +199 +9%
SRC
2454
Shufro Rose & Co
New York
$524K +$181K +886 +59%
FFG
2455
Frisch Financial Group
New York
$523K +$614 +3 +0.1%
TCM
2456
Tuttle Capital Management
Connecticut
$522K +$8.39K +41 +2%
TI
2457
Truepoint Inc
Ohio
$521K +$488K +2,383 New
WOC
2458
West Oak Capital
California
$519K -$17.4K -85 -3%
TF
2459
Tompkins Financial
New York
$518K -$130K -636 -21%
RBFC
2460
Roman Butler Fullerton & Co
Missouri
$518K +$87.4K +427 +22%
MWP
2461
Madison Wealth Partners
Wisconsin
$518K +$485K +2,369 New
COF
2462
Capital One Financial
Virginia
$515K -$747K -3,648 -61%
CWM
2463
CCG Wealth Management
California
$514K +$480K +2,348 New
OR
2464
Olympiad Research
Connecticut
$514K +$481K +2,352 New
HFS
2465
Howard Financial Services
Texas
$512K +$479K +2,340 New
CIM
2466
Confluence Investment Management
Missouri
$508K -$43.4K -212 -8%
TPW
2467
Tiller Private Wealth
Pennsylvania
$506K -$5.12K -25 -1%
MA
2468
MONECO Advisors
Connecticut
$506K +$409 +2 +0.1%
OFW
2469
Omnia Family Wealth
Florida
$506K +$54.4K +266 +13%
NG
2470
Northstar Group
New York
$504K
FCB
2471
First Command Bank
Texas
$504K +$50.5K +247 +12%
FCFS
2472
First Command Financial Services
Texas
$504K +$50.5K +247 +12%
LB
2473
Leo Brokerage
Texas
$502K -$85.7K -419 -15%
TCM
2474
Towercrest Capital Management
Pennsylvania
$501K +$75.1K +367 +19%
LA
2475
LexAurum Advisors
Kansas
$500K +$5.53K +27 +1%

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.