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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
TF
2901
TimeScale Financial
Massachusetts
$147K +$210 +1 +0.1%
LAM
2902
Lountzis Asset Management
Pennsylvania
$146K
TLFA
2903
True Link Financial Advisors
California
$145K
TC
2904
Truvestments Capital
Florida
$144K +$14.1K +67 +11%
CIA
2905
Cascade Investment Advisors
Oregon
$141K
Nisa Investment Advisors
2906
Nisa Investment Advisors
Missouri
$141K -$4.53M -21,527 -3%
AWM
2907
Accel Wealth Management
Iowa
$139K +$26.9K +128 +24%
LWP
2908
Laurel Wealth Planning
Minnesota
$136K
VRM
2909
Vectors Research Management
New York
$135K -$57.9K -275 -30%
LWA
2910
Lowe Wealth Advisors
Maryland
$132K -$24K -114 -15%
ETI
2911
Enterprise Trust & Investment
California
$130K
ONST
2912
Old North State Trust
North Carolina
$129K
BC
2913
Burleson & Co
California
$129K +$129K +611 New
AIG
2914
American International Group
New York
$127K -$3.06M -14,556 -2%
TFIPS
2915
Towarzystwo Funduszy Inwestycyjnych PZU SA
$127K +$6.32K +30 +5%
CAL
2916
Capital Advisors Ltd
Ohio
$124K
SIS
2917
Sound Income Strategies
Florida
$124K +$4.63K +22 +4%
TFGT
2918
TS Financial Group (TSFG)
Illinois
$121K -$20.2K -96 -14%
ICM
2919
Islay Capital Management
Texas
$120K -$76.8K -365 -39%
BAMG
2920
Brand Asset Management Group
Missouri
$112K +$63.1K +300 +131%
HWM
2921
HighMark Wealth Management
Minnesota
$111K -$2.31K -11 -2%
CFN
2922
Cordasco Financial Network
Florida
$111K +$71.4K +339 +185%
TAM
2923
Tucker Asset Management
Colorado
$111K +$45.3K +215 +70%
BA
2924
Bellwether Advisors
Nebraska
$109K
LTI
2925
Laffer Tengler Investments
Tennessee
$107K +$5.47K +26 +5%

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.