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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
EW
2751
Element Wealth
Mississippi
$271K
CAGAS
2752
Capital Advisory Group Advisory Services
Minnesota
$268K +$16.8K +80 +7%
CWM
2753
Cahaba Wealth Management
Georgia
$268K +$267K +1,268 New
OFG
2754
Oxford Financial Group
Indiana
$266K +$52K +247 +24%
DOA
2755
D'Orazio & Associates
Virginia
$266K +$74.9K +356 +40%
HWA
2756
Heartwood Wealth Advisors
Virginia
$265K -$43.6K -207 -14%
SP
2757
SWS Partners
Ohio
$265K -$15.4K -73 -6%
FCMC
2758
Founders Capital Management (Connecticut)
Connecticut
$265K
APC
2759
Aspire Private Capital
North Carolina
$265K +$137K +651 +108%
CWA
2760
Capital Wealth Alliance
Arizona
$264K +$262K +1,247 New
MGIM
2761
M&G Investment Management
United Kingdom
$264K -$27M -128,121 -9%
PWM
2762
PRW Wealth Management
Massachusetts
$263K -$19.4K -92 -7%
SFG
2763
Sunburst Financial Group
Alabama
$262K +$421 +2 +0.2%
RRA
2764
Round Rock Advisors
Connecticut
$262K +$261K +1,238 New
SC
2765
Slow Capital
California
$261K +$9.05K +43 +4%
GA
2766
GFS Advisors
Texas
$261K +$20.6K +98 +9%
FWM
2767
Focused Wealth Management
New York
$261K +$84.4K +401 +48%
BSAM
2768
Blue Square Asset Management
New York
$260K +$10.5K +50 +4%
PWS
2769
Precision Wealth Strategies
Missouri
$259K +$46.7K +222 +22%
HCA
2770
Heck Capital Advisors
Wisconsin
$259K +$257K +1,222 New
CFFP
2771
Center for Financial Planning
Michigan
$256K +$6.1K +29 +2%
AWS
2772
Arkfeld Wealth Strategies
Nebraska
$255K +$2.1K +10 +0.9%
BWCS
2773
Beirne Wealth Consulting Services
Connecticut
$253K -$489K -2,325 -66%
WC
2774
Weil Company
California
$252K -$185K -880 -43%
CMO
2775
Covenant Multifamily Offices
Texas
$252K -$24.8K -118 -9%

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.