We are live on ! Find out more

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
PPWM
2726
PFG Private Wealth Management
Florida
$289K +$288K +1,366 New
FIB
2727
First Interstate Bancsystem
Montana
$288K +$287K +1,363 New
NA
2728
Nottingham Advisors
New York
$287K +$842 +4 +0.3%
RF
2729
Rollins Financial
Georgia
$287K +$5.26K +25 +2%
MCM
2730
Monument Capital Management
Virginia
$286K -$2.56M -12,177 -90%
EWP
2731
Engrave Wealth Partners
Texas
$286K -$3.37K -16 -1%
AAM
2732
Autus Asset Management
Arizona
$286K +$75.4K +358 +36%
ACM
2733
AUA Capital Management
Pennsylvania
$284K
PCA
2734
Peddock Capital Advisors
Massachusetts
$284K
FMI
2735
F/M Investments
District of Columbia
$284K +$282K +1,340 New
MKC
2736
M. Kraus & Co
Vermont
$283K +$47.6K +226 +20%
GL
2737
Graypoint LLC
New York
$282K -$2.74K -13 -1%
MP
2738
McDonald Partners
Ohio
$282K +$62.1K +295 +28%
PFA
2739
Pathway Financial Advisors
Vermont
$281K
NFP
2740
Narus Financial Partners
Utah
$280K +$278K +1,322 New
OPWM
2741
Oxinas Partners Wealth Management
Indiana
$277K +$17.3K +82 +7%
SWP
2742
ShoreHaven Wealth Partners
New Jersey
$277K +$181K +862 +192%
KIM
2743
Karpus Investment Management
New York
$276K +$275K +1,305 New
BWM
2744
BCS Wealth Management
Tennessee
$275K -$11.6K -55 -4%
BFS
2745
Bickling Financial Services
Massachusetts
$275K -$3.79K -18 -1%
AF
2746
Apexium Financial
Texas
$275K +$12.6K +60 +5%
PGA
2747
Portland Global Advisors
Maine
$275K +$55.6K +264 +26%
BFG
2748
Barber Financial Group
Kansas
$274K -$5.26K -25 -2%
FPGK
2749
Financial Partners Group (Kansas)
Kansas
$272K +$12.4K +59 +5%
CMP
2750
Courage Miller Partners
Virginia
$271K

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.