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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
SBF
2676
Sara-Bay Financial
Florida
$318K -$39.2K -186 -11%
MWPCG
2677
Measured Wealth Private Client Group
New Hampshire
$318K -$3.58K -17 -1%
EFL
2678
ERn Financial LLC
Wisconsin
$317K +$25.9K +123 +9%
IFAM
2679
Institutional & Family Asset Management
Colorado
$317K +$26.5K +126 +9%
RBCM
2680
Raub Brock Capital Management
California
$315K
WAM
2681
WNY Asset Management
New York
$315K +$313K +1,486 New
FWP
2682
Firethorn Wealth Partners
Georgia
$314K +$210 +1 +0.1%
FA
2683
Faithward Advisors
Pennsylvania
$313K -$36K -171 -10%
LIC
2684
Laurus Investment Counsel
Canada
$313K
BMWM
2685
Brown Miller Wealth Management
Virginia
$313K +$24.4K +116 +9%
LC
2686
LCNB Corp
Ohio
$312K -$205K -975 -40%
LF
2687
Lee Financial
Texas
$312K -$21K -100 -6%
NAG
2688
Northstar Advisory Group
New Jersey
$311K -$1.53M -7,284 -83%
Wolverine Trading
2689
Wolverine Trading
Illinois
$311K -$343K -1,631 -53%
WFA
2690
Wellspring Financial Advisors
Ohio
$311K -$10.1K -48 -2%
TWM
2691
Titus Wealth Management
California
$309K +$46.3K +220 +18%
PWM
2692
Palumbo Wealth Management
New York
$308K -$27.8K -132 -8%
DIA
2693
Davidson Investment Advisors
Montana
$308K
PO
2694
Private Ocean
California
$307K +$17.1K +81 +6%
LWANC
2695
Laurel Wealth Advisors (North Carolina)
North Carolina
$306K
WBG
2696
Wharton Business Group
Pennsylvania
$305K -$5.47K -26 -2%
MIM
2697
Martin Investment Management
Florida
$305K
BCP
2698
Blackhawk Capital Partners
Wisconsin
$304K -$38.9K -185 -12%
BC
2699
Barnett & Company
Tennessee
$304K
KFI
2700
Key Financial Inc
Pennsylvania
$304K +$21K +100 +7%

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.