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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
TC
2801
Tatro Capital
Kentucky
$237K +$235K +1,118 New
4WM
2802
4J Wealth Management
Virginia
$236K -$3.79K -18 -2%
CPC
2803
Consolidated Planning Corp
Georgia
$236K
LGA
2804
Lebenthal Global Advisors
New York
$236K +$21K +100 +10%
B
2805
Bridgeworth
Alabama
$236K +$22.3K +106 +10%
OGF
2806
Orin Green Financial
California
$235K -$26.3K -125 -10%
KAM
2807
Knightsbridge Asset Management
California
$235K
ML
2808
McAdam LLC
Pennsylvania
$235K +$18.3K +87 +9%
CFA
2809
Capstone Financial Advisors
Illinois
$235K +$24.2K +115 +12%
GSAM
2810
Grant Street Asset Management
Pennsylvania
$235K +$24.4K +116 +12%
CBA
2811
Coastal Bridge Advisors
Connecticut
$234K -$132K -625 -36%
AWAP
2812
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$234K +$232K +1,103 New
MA
2813
MCF Advisors
Kentucky
$233K +$143K +679 +161%
MF
2814
Montis Financial
Massachusetts
$233K +$226K +1,073 New
TCWA
2815
Ten Capital Wealth Advisors
Washington
$230K
CHP
2816
Cable Hill Partners
Oregon
$229K -$19.8K -94 -8%
LAM
2817
L2 Asset Management
Massachusetts
$229K +$21.3K +101 +10%
BFG
2818
Berger Financial Group
Minnesota
$229K +$228K +1,082 New
OHIS
2819
Oak Harvest Investment Services
Texas
$228K -$20K -95 -8%
SN
2820
Sittner & Nelson
Oregon
$228K
NFP
2821
Novak Financial Planning
Maryland
$228K +$6.53K +31 +3%
RP
2822
Rowlandmiller & Partners
Georgia
$227K
GWM
2823
Greenwich Wealth Management
Connecticut
$227K -$95.6K -454 -30%
PP
2824
PrairieView Partners
Minnesota
$227K -$6.32K -30 -3%
LFG
2825
Larson Financial Group
Missouri
$226K -$1.26K -6 -0.6%

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.