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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
CA
2501
Crumly & Associates
Illinois
$467K -$117K -558 -20%
TWP
2502
Tower Wealth Partners
Pennsylvania
$466K +$35.8K +170 +8%
RW
2503
Rede Wealth
Virginia
$465K +$2.31K +11 +0.5%
PIMG
2504
Patriot Investment Management Group
Tennessee
$465K +$140K +665 +43%
CA
2505
Claro Advisors
Massachusetts
$465K +$150K +712 +48%
LFF
2506
Level Four Financial
Texas
$464K -$131K -621 -22%
FBT
2507
First Bank & Trust
South Dakota
$464K +$44.6K +212 +11%
CAM
2508
Campion Asset Management
Virginia
$464K +$461K +2,190 New
TCM
2509
Tandem Capital Management
New Jersey
$463K +$21.3K +101 +5%
PBO
2510
Peoples Bank (Ohio)
Ohio
$462K -$20.2K -96 -4%
NVIM
2511
New Vernon Investment Management
Illinois
$462K
T
2512
TRUADVICE
Florida
$461K -$33.9K -161 -8%
KFA
2513
Kelleher Financial Advisors
New York
$460K +$223K +1,059 +95%
MIG
2514
McGuire Investment Group
Rhode Island
$459K
QAM
2515
QCI Asset Management
New York
$459K +$6.53K +31 +1%
BEI
2516
Benjamin Edwards Inc
Missouri
$457K +$416K +1,977 +1,098%
PIM
2517
Perpetual Investment Management
Australia
$456K
RWML
2518
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$454K -$14.5K -69 -3%
CFSG
2519
Clark Financial Services Group
Missouri
$453K +$450K +2,138 New
SRC
2520
Sage Rhino Capital
California
$452K -$82.5K -392 -16%
OR
2521
Olympiad Research
Connecticut
$451K -$46.9K -223 -9%
CF
2522
Copperwynd Financial
Arizona
$450K +$52.8K +251 +13%
SEIA
2523
Signature Estate & Investment Advisors
California
$450K +$80.8K +384 +22%
VFM
2524
Vivid Financial Management
California
$449K -$61.9K -294 -12%
KFP
2525
KB Financial Partners
New Jersey
$444K +$441K +2,096 New

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.