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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
SCM
2526
SOL Capital Management
Maryland
$442K
FA
2527
Fortis Advisors
Pennsylvania
$441K -$21K -100 -5%
CFD
2528
Creative Financial Designs
Indiana
$440K -$37.5K -178 -8%
AWM
2529
Aevitas Wealth Management
Massachusetts
$439K +$21.3K +101 +5%
AIS
2530
American Investment Services
Massachusetts
$438K -$5.05K -24 -1%
BWM
2531
BerganKDV Wealth Management
Minnesota
$437K -$17.9K -85 -4%
WA
2532
Wealth Architects
California
$437K +$14.5K +69 +3%
PG
2533
Prostatis Group
Maryland
$436K -$795K -3,779 -65%
HIS
2534
Horizon Investment Services
Indiana
$436K -$631 -3 -0.1%
PAMP
2535
Polar Asset Management Partners
Ontario, Canada
$435K -$281K -1,334 -39%
OL
2536
Optas LLC
Texas
$435K +$10.3K +49 +2%
KM
2537
Kalos Management
Georgia
$433K -$23.8K -113 -5%
DE
2538
Day & Ennis
Georgia
$433K +$13.1K +62 +3%
FNBOSM
2539
First National Bank of South Miami
Florida
$433K +$54.5K +259 +15%
NICM
2540
Neo Ivy Capital Management
New York
$433K +$430K +2,044 New
EA
2541
Emerald Advisors
Washington
$432K -$20.2K -96 -4%
FA
2542
Fountainhead AM
New Jersey
$431K +$36.6K +174 +9%
SAM
2543
Secure Asset Management
Michigan
$428K +$27.8K +132 +7%
SIAG
2544
Safeguard Investment Advisory Group
California
$427K -$25K -119 -6%
WDL
2545
Well Done LLC
Michigan
$427K +$29.9K +142 +8%
CC
2546
Caxton Corporation
New Jersey
$427K +$163K +774 +62%
CWA
2547
Clearview Wealth Advisors
Oregon
$424K +$11.6K +55 +3%
CFC
2548
Coyle Financial Counsel
Illinois
$423K +$421K +2,000 New
PCC
2549
Park Circle Company
Maryland
$423K +$421K +2,000 New
CIM
2550
Confluence Investment Management
Missouri
$421K -$70.1K -333 -14%

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.