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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
SC
2651
Sierra Capital
Florida
$330K +$328K +1,557 New
FCMT
2652
Founders Capital Management (Texas)
Texas
$329K -$326K -1,550 -50%
USGIU
2653
U.S. Global Investors (USGI)
Texas
$329K
GCAC
2654
Guardian Capital Advisors (Canada)
Ontario, Canada
$329K +$11.4K +54 +4%
RFO
2655
RiverGlades Family Offices
Florida
$328K -$126K -600 -28%
SNBOSD
2656
Security National Bank of So Dak
Iowa
$328K +$27.4K +130 +9%
RF
2657
RHS Financial
California
$327K +$325K +1,543 New
POIA
2658
Pin Oak Investment Advisors
Texas
$326K -$79.8K -379 -20%
BWM
2659
Baystate Wealth Management
Massachusetts
$326K -$9.68K -46 -3%
ETCM
2660
Evolutionary Tree Capital Management
Virginia
$326K
NC
2661
NovaPoint Capital
Georgia
$326K
AI
2662
Accredited Investors
Minnesota
$326K +$1.05K +5 +0.3%
LJHT
2663
Laurie J. Hall Trustee
$325K -$9.47K -45 -3%
BA
2664
Bridgewater Advisors
New York
$325K +$310K +1,473 New
LF
2665
LifeSteps Financial
California
$324K -$4.21K -20 -1%
RAM
2666
Roanoke Asset Management
New Jersey
$324K
TI
2667
tru Independence
Oregon
$322K -$91.4K -434 -22%
WCM
2668
Wallace Capital Management
Texas
$321K -$2.1K -10 -0.7%
CHA
2669
Carmichael Hill & Associates
Maryland
$321K
TCOT
2670
Trust Company of Toledo
Ohio
$321K
GWM
2671
GSB Wealth Management
Connecticut
$321K +$319K +1,516 New
CSPIA
2672
Cary Street Partners Investment Advisory
Virginia
$320K -$258K -1,226 -45%
CS
2673
Cannell & Spears
New York
$320K -$6.53K -31 -2%
FCFC
2674
First Citizens Financial Corp
Iowa
$319K -$9.89K -47 -3%
PCH
2675
PGIM Custom Harvest
New Jersey
$319K +$317K +1,508 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.