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
AIA
2826
AIMZ Investment Advisors
California
$226K
BFIC
2827
Bedell Frazier Investment Counselling
California
$225K +$224K +1,063 New
SFA
2828
Stewardship Financial Advisors
Georgia
$225K +$224K +1,065 New
GCA
2829
Gradient Capital Advisors
California
$224K +$21.9K +104 +11%
AC
2830
Alley Company
Illinois
$223K -$18.9K -90 -8%
TFO
2831
Tarbox Family Office
California
$222K
SWMG
2832
Strategic Wealth Management Group
Maryland
$222K +$4.42K +21 +2%
LCM
2833
LVM Capital Management
Michigan
$221K
CF
2834
Corrigan Financial
Rhode Island
$220K +$12.8K +61 +6%
OEP
2835
Ocean Endowment Partners
Illinois
$220K -$8K -38 -3%
ODCM
2836
Old Dominion Capital Management
Virginia
$220K +$17.3K +82 +9%
VCWA
2837
Vanguard Capital Wealth Advisors
Colorado
$220K -$210 -1 -0.1%
TWM
2838
Triton Wealth Management
Arizona
$219K +$3.16K +15 +2%
FNBTCON
2839
First National Bank & Trust Co of Newtown
Pennsylvania
$219K +$23.8K +113 +12%
SFA
2840
Source Financial Advisors
New York
$218K -$438K -2,080 -67%
FC
2841
Fusion Capital
South Carolina
$218K -$25.9K -123 -11%
MHIC
2842
Marble Harbor Investment Counsel
Massachusetts
$217K
NAS
2843
Nicolet Advisory Services
Wisconsin
$217K +$216K +1,024 New
CA
2844
CapWealth Advisors
Tennessee
$216K
XS
2845
XR Securities
Illinois
$215K +$214K +1,015 New
NS
2846
Newman & Schimel
Illinois
$214K
NSB
2847
Norway Savings Bank
Maine
$214K
BMA
2848
Brooks Moore & Associates
Tennessee
$214K +$10.5K +50 +5%
CAM
2849
Costello Asset Management
Pennsylvania
$213K
LIA
2850
LBMC Investment Advisors
Tennessee
$213K

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.