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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
GCA
2701
Greenwood Capital Associates
South Carolina
$303K -$39.2K -186 -12%
MFW
2702
Mosaic Family Wealth
Missouri
$303K -$15.8K -75 -5%
BO
2703
Bank OZK
Arkansas
$303K +$5.68K +27 +2%
LC
2704
Lincoln Capital
Nebraska
$302K
WC
2705
Westhampton Capital
North Carolina
$302K
UTC
2706
Unified Trust Company
Kentucky
$302K +$301K +1,429 New
PC
2707
Peavine Capital
Nevada
$301K
DP
2708
Divergent Planning
Maryland
$300K
CIG
2709
Cairn Investment Group
Washington
$300K +$63.4K +301 +27%
BIA
2710
Biondo Investment Advisors
Pennsylvania
$299K
TFA
2711
Tobias Financial Advisors
Florida
$299K
LOAME
2712
Lombard Odier Asset Management (Europe)
United Kingdom
$298K -$3.43M -16,277 -92%
SWM
2713
Stockman Wealth Management
Montana
$297K
AA
2714
Alesco Advisors
New York
$296K
MAP
2715
Milestone Advisory Partners
North Carolina
$296K
TFA
2716
Tranquilli Financial Advisor
New Jersey
$296K +$30.3K +144 +11%
FI
2717
Financial Insights
Washington
$295K
FSA
2718
Financial Sense Advisors
California
$294K -$5.68K -27 -2%
WWMSC
2719
Wagner Wealth Management (South Carolina)
South Carolina
$293K -$5.47K -26 -2%
DLHL
2720
Donald L. Hagan LLC
Florida
$290K
PFA
2721
Pure Financial Advisors
California
$290K +$1.89K +9 +0.7%
IFG
2722
Investors Financial Group
Minnesota
$290K +$12.6K +60 +5%
KPWG
2723
KFA Private Wealth Group
Virginia
$290K +$58.7K +279 +26%
WA
2724
WESPAC Advisors
California
$289K -$46.9K -223 -14%
W
2725
WealthOne
New York
$289K -$20.8K -99 -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.