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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
AW
2926
Avion Wealth
Texas
$103K -$96.4K -458 -48%
FA
2927
Financial Avengers
California
$103K +$6.95K +33 +7%
FI
2928
FormulaFolio Investments
Michigan
$102K -$5.52M -26,227 -98%
CP
2929
Corbenic Partners
Pennsylvania
$102K +$18.3K +87 +22%
HI
2930
Human Investing
Oregon
$100K
AP
2931
Atwood & Palmer
Missouri
$99K
RWG
2932
Regal Wealth Group
California
$95K +$421 +2 +0.4%
TC
2933
Tacita Capital
Ontario, Canada
$94K +$20.8K +99 +29%
ARIS
2934
Advanced Research Investment Solutions
California
$90K
ST
2935
Sageworth Trust
Pennsylvania
$88K
FFW
2936
Fusion Family Wealth
New York
$85K
RG
2937
Retirement Group
California
$84K -$56.2K -267 -40%
FA
2938
Financial Advantage
Maryland
$84K
DWMG
2939
DB Wealth Management Group
California
$81K
GG
2940
Gleason Group
Kentucky
$79K
IF
2941
Ironwood Financial
Arizona
$79K
WCM
2942
Wealthcare Capital Management
Virginia
$79K +$78.7K +374 New
NR
2943
Newfound Research
Massachusetts
$78K -$41.9K -199 -35%
PG
2944
Proffitt & Goodson
Tennessee
$78K
JPLA
2945
Joseph P. Lucia & Associates
New York
$77K +$3.16K +15 +4%
JWBC
2946
John W. Brooker & Co
California
$75K -$1.26K -6 -2%
RA
2947
Resolute Advisors
California
$75K +$98.5K +468 New
SL
2948
Savior LLC
Massachusetts
$73K +$10.1K +48 +16%
HFA
2949
Hoover Financial Advisors
Pennsylvania
$71K -$3.16K -15 -5%
LAS
2950
Lloyd Advisory Services
Georgia
$71K +$35.6K +169 +102%

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.