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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
SC
2851
Saturna Capital
Washington
$213K
AI
2852
ArchPoint Investors
Florida
$212K
BWM
2853
BigSur Wealth Management
Florida
$212K
DCM
2854
Delta Capital Management
New Jersey
$212K
NIM
2855
Nexus Investment Management
Ontario, Canada
$212K
TCB
2856
Texas Capital Bancshares
Texas
$212K
WDG
2857
Wealth Dimensions Group
Ohio
$212K +$5.47K +26 +3%
NEAM
2858
New England Asset Management
Connecticut
$212K +$210K +1,000 New
MLFP
2859
MPS Loria Financial Planners
Illinois
$210K
PPW
2860
Parcion Private Wealth
Washington
$209K
CRI
2861
Colonial River Investments
Virginia
$208K -$16.2K -77 -7%
MWM
2862
McNaughton Wealth Management
California
$208K +$207K +982 New
CMANY
2863
Capital Management Associates (New York)
New York
$206K -$3.16K -15 -2%
V
2864
VeraBank
Texas
$205K +$203K +966 New
C1AG
2865
Client 1st Advisory Group
Florida
$205K +$204K +969 New
Members Trust
2866
Members Trust
Florida
$205K +$204K +970 New
Canada Pension Plan Investment Board
2867
Canada Pension Plan Investment Board
Ontario, Canada
$204K +$77K +366 +61%
CBB
2868
Citizens Business Bank
California
$204K +$202K +960 New
BBHC
2869
Brown Brothers Harriman & Co
New York
$204K -$19.9M -94,438 -9%
EA
2870
Eclectic Associates
California
$203K
GWI
2871
Grace & White Inc
New York
$203K
MC
2872
Matisse Capital
Oregon
$203K
EIP
2873
Ellis Investment Partners
Pennsylvania
$203K +$210 +1 +0.1%
PI
2874
Parkside Investments
Illinois
$203K +$421 +2 +0.2%
GAM
2875
Garrison Asset Management
Arkansas
$203K +$202K +959 New

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.