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3,022 hedge funds and large institutions have $339B invested in Visa in 2021 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 1,446 increasing their positions, 1,106 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $6.88B | Put options by funds: $4.7B

31% more repeat investments, than reductions

Existing positions increased: 1,446 | Existing positions reduced: 1,106

27% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 127

0.85% more ownership

Funds ownership: 93.68%94.53% (+0.85%)

0% less funds holding

Funds holding: 3,0253,022 (-3)

3% less capital invested

Capital invested by funds: $348B → $339B (-$9.81B)

20% less funds holding in top 10

Funds holding in top 10: 559446 (-113)

Holders
3,022
Holders Change
-3
Holders Change %
-0.1%
% of All Funds
53.05%
Holding in Top 10
446
Holding in Top 10 Change
-113
Holding in Top 10 Change %
-20.21%
% of All Funds
7.83%
New
161
Increased
1,446
Reduced
1,106
Closed
127
Calls
$6.88B
Puts
$4.7B
Net Calls
+$2.18B
Net Calls Change
+$1.53B
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
226
Osaic Holdings
Arizona
$151M +$5.14M +24,414 +4%
Treasurer of the State of North Carolina
227
Treasurer of the State of North Carolina
North Carolina
$151M +$680K +3,230 +0.5%
BTW
228
Boston Trust Walden
Massachusetts
$151M +$10.7M +50,618 +8%
Nomura Holdings
229
Nomura Holdings
Japan
$150M +$132M +628,884 +681%
MA
230
Marshfield Associates
District of Columbia
$148M -$1.66M -7,883 -1%
Mirae Asset Global Investments
231
Mirae Asset Global Investments
South Korea
$147M +$931K +4,422 +0.6%
CWP
232
Capital Wealth Planning
Florida
$147M +$18.1M +85,949 +14%
MC
233
Metropolis Capital
United Kingdom
$145M +$36.2M +172,184 +34%
Calamos Advisors
234
Calamos Advisors
Illinois
$144M +$1.84M +8,744 +1%
Janney Montgomery Scott
235
Janney Montgomery Scott
Pennsylvania
$141M +$2.83M +13,441 +2%
KFM
236
KG Funds Management
New York
$141M +$7.45M +35,400 +6%
LWCFA
237
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$138M -$720K -3,422 -0.5%
NSLI
238
Nan Shan Life Insurance
Taiwan
$135M +$42.2M +200,604 +46%
Select Equity Group
239
Select Equity Group
New York
$134M +$121M +574,937 +1,022%
CII
240
Capital International Inc
California
$130M -$16.9M -80,306 -12%
GIA
241
Gateway Investment Advisers
Ohio
$128M +$121K +574 +0.1%
ESCM
242
Echo Street Capital Management
New York
$128M +$18.1M +85,793 +17%
ASC
243
Atalanta Sosnoff Capital
New York
$128M +$11.8M +56,197 +10%
PP
244
Prudential plc
United Kingdom
$127M -$3.79M -17,990 -3%
QP
245
Quilter Plc
United Kingdom
$125M +$3.86M +18,338 +3%
Los Angeles Capital Management
246
Los Angeles Capital Management
California
$125M -$97.3M -462,178 -44%
HA
247
Homestead Advisers
Virginia
$125M -$6.46M -30,700 -5%
MIS
248
Morningstar Investment Services
Illinois
$123M -$79.6K -378 -0.1%
CAM
249
Congress Asset Management
Massachusetts
$122M +$2.5M +11,889 +2%
SOMRS
250
State of Michigan Retirement System
Michigan
$122M -$31.5M -149,600 -21%

V Hedge Fund Activity: Q1 2021 in Review

3,022 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q1 2021, worth a combined $339B — down 2.8% from $348B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new V positions and 127 closed out — a net gain of 34 holders — while 1,446 added to existing stakes and 1,106 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.27B. The largest seller was Fidelity Investments, cutting an estimated $1.37B.

  • 3,022 institutional investors held Visa (V) as of Q1 2021, down from 3,025 in Q4 2020.
  • Funds reported $339B of Visa stock for Q1 2021, down 2.8% quarter-over-quarter.
  • 161 funds opened new Visa positions in Q1 2021 and 127 closed out, a net change of +34 holders.
  • The largest Visa buyer in Q1 2021 was T. Rowe Price Associates, an estimated $1.27B added.
  • The largest Visa seller in Q1 2021 was Fidelity Investments, an estimated $1.37B sold.

Based on aggregated 13F filings for Q1 2021.