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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
RWA
2876
Redhawk Wealth Advisors
Minnesota
$201K -$508K -2,413 -72%
CRIG
2877
Charter Research & Investment Group
Connecticut
$201K
RC
2878
Rinet Company
Massachusetts
$201K +$199K +947 New
CSIA
2879
Charles Schwab Investment Advisory
California
$201K +$200K +950 New
VDI
2880
Vaughan David Investments
Illinois
$200K -$4.42K -21 -2%
LC
2881
Landaas & Company
Wisconsin
$200K
WPIC
2882
White Pine Investment Company
Michigan
$200K
HIM
2883
Hillsdale Investment Management
Ontario, Canada
$193K -$8.42K -40 -4%
KFS
2884
Kelly Financial Services
Massachusetts
$192K +$4.84K +23 +3%
AWM
2885
AllSquare Wealth Management
New York
$185K +$1.89K +9 +1%
JWM
2886
Janiczek Wealth Management
Colorado
$183K +$21K +100 +13%
COCM
2887
Charter Oak Capital Management
New Hampshire
$177K +$4K +19 +2%
GWMIA
2888
Global Wealth Management Investment Advisory
Florida
$172K +$11.2K +53 +7%
PCA
2889
Providence Capital Advisors
North Carolina
$171K -$100K -477 -37%
BMD
2890
Better Money Decisions
New Mexico
$171K +$170K +807 New
EARNEST Partners
2891
EARNEST Partners
Georgia
$166K
MWM
2892
Mascoma Wealth Management
New Hampshire
$162K +$161K +764 New
ARMC
2893
American Research & Management Company
Massachusetts
$160K -$12K -57 -7%
BSG
2894
Black Swift Group
Colorado
$159K
MIHAS
2895
Maj Invest Holding A/S
Denmark
$159K
MWP
2896
Meridian Wealth Partners
Pennsylvania
$159K +$7.16K +34 +5%
SWG
2897
Summit Wealth Group
Vermont
$151K +$150K +711 New
FFA
2898
Freedman Financial Associates
Massachusetts
$149K
NIC
2899
Northwest Investment Counselors
Oregon
$149K +$148K +705 New
HCM
2900
Highlander Capital Management
New Jersey
$148K

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.