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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
BIP
2601
Blueprint Investment Partners
North Carolina
$373K +$371K +1,762 +176,200%
AIP
2602
Ahrens Investment Partners
Louisiana
$372K -$52K -247 -12%
GSBTD
2603
Glenview State Bank Trust Department
Illinois
$372K
TF
2604
Trek Financial
Arizona
$372K +$12.2K +58 +3%
KA
2605
KLCM Advisors
Wisconsin
$371K -$10.5K -50 -3%
COF
2606
Capital One Financial
Virginia
$370K -$127K -605 -26%
WRM
2607
Weybosset Research & Management
Rhode Island
$369K -$20.2K -96 -5%
WPA
2608
West Paces Advisors
Georgia
$368K +$42.1K +200 +13%
AA
2609
Advisory Alpha
Michigan
$367K -$10.3K -49 -3%
BFC
2610
Bedel Financial Consulting
Indiana
$367K +$2.53K +12 +0.7%
MCM
2611
Manchester Capital Management
Vermont
$366K -$77K -366 -17%
FCIM
2612
Fairview Capital Investment Management
California
$366K +$10.1K +48 +3%
WW
2613
Westshore Wealth
California
$365K +$363K +1,723 New
CCP
2614
Cardan Capital Partners
Colorado
$364K +$210 +1 +0.1%
CCM
2615
Carlson Capital Management
Minnesota
$364K +$42.3K +201 +13%
SQA
2616
Simon Quick Advisors
New Jersey
$363K -$10.1K -48 -3%
MHR
2617
Matthew Hamilton Rosenberg
$361K
TWA
2618
TPB Wealth Advisors
Texas
$360K
III
2619
Independent Investors Inc
New York
$360K +$10.5K +50 +3%
MAM
2620
Marquette Asset Management
Minnesota
$359K
BWA
2621
Burt Wealth Advisors
Maryland
$357K
AFS
2622
Annapolis Financial Services
Maryland
$357K +$1.47K +7 +0.4%
LC
2623
Lavaca Capital
Texas
$355K -$75.4K -358 -18%
JGIA
2624
Jackson Grant Investment Advisers
Connecticut
$355K +$65.5K +311 +23%
CCC
2625
Crescent Capital Consulting
Louisiana
$354K +$13.7K +65 +4%

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.