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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
SAF
2551
Smith Anglin Financial
Texas
$419K -$7.79K -37 -2%
PRWA
2552
Platte River Wealth Advisors
Colorado
$419K
ICP
2553
Interchange Capital Partners
Pennsylvania
$418K +$25.5K +121 +7%
AO
2554
Allen Operations
New York
$416K
QCIG
2555
Quad-Cities Investment Group
Iowa
$414K +$210 +1 +0.1%
HFP
2556
Holistic Financial Partners
Indiana
$413K -$125K -593 -23%
HA
2557
HYA Advisors
Missouri
$413K +$73.9K +351 +22%
ECM
2558
Ensemble Capital Management
California
$412K -$109K -518 -21%
MWC
2559
MBM Wealth Consultants
Missouri
$412K -$105K -498 -20%
WF
2560
WoodTrust Financial
Wisconsin
$412K +$5.47K +26 +1%
PCFFS
2561
Pacific Center for Financial Services
California
$410K
SWA
2562
SOA Wealth Advisors
New York
$410K +$25.5K +121 +7%
TAIM
2563
TD Ameritrade Investment Management
Nebraska
$407K
VCM
2564
Versant Capital Management
Arizona
$407K +$18.1K +86 +5%
GWA
2565
GGM Wealth Advisors
Maryland
$405K -$2.53K -12 -0.7%
HWM
2566
Hemington Wealth Management
Virginia
$404K -$43.2K -205 -10%
FC
2567
FCA Corp
Texas
$400K -$3.16K -15 -0.8%
NFG
2568
Nadler Financial Group
Illinois
$399K +$21.7K +103 +6%
PWA
2569
Phoenix Wealth Advisors
North Carolina
$398K
WCAMG
2570
Woodard & Company Asset Management Group
North Carolina
$398K +$210 +1 +0.1%
BCA
2571
Bay Colony Advisors
Massachusetts
$396K +$64.4K +306 +20%
CPA
2572
Court Place Advisors
Maryland
$396K +$177K +840 +81%
BAAM
2573
Baker Avenue Asset Management
California
$393K -$152K -724 -28%
KA
2574
Klingman & Associates
New York
$393K +$113K +535 +41%
SCA
2575
Sage Capital Advisors
South Dakota
$391K -$4K -19 -1%

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.