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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
KTC
2951
Kistler-Tiffany Companies
Pennsylvania
$70K -$421 -2 -0.6%
CPFP
2952
Clear Perspectives Financial Planning
Ohio
$66K
HS
2953
Horan Securities
United States
$65K +$36.6K +174 +131%
EC
2954
Estate Counselors
Wisconsin
$63K
AWM
2955
Avondale Wealth Management
Texas
$62K
AL
2956
ADE LLC
Maryland
$61K
IFA
2957
Interactive Financial Advisors
Illinois
$61K
NC
2958
NewSquare Capital
Pennsylvania
$60K -$10.5K -50 -15%
FPW
2959
Flagship Private Wealth
Massachusetts
$58.9K -$8.84K -42 -14%
MGI
2960
MayTech Global Investments
New York
$58K
EWM
2961
Edge Wealth Management
New York
$58K +$9.26K +44 +19%
TFM
2962
TFC Financial Management
Massachusetts
$57K -$11.6K -55 -17%
BHWM
2963
Bay Harbor Wealth Management
Maryland
$54K -$3.16K -15 -6%
RBC
2964
Roble Belko & Company
Pennsylvania
$53K +$2.95K +14 +6%
VNA
2965
Valley National Advisers
Pennsylvania
$51K -$12.6K -60 -20%
RCA
2966
Ranch Capital Advisors
Florida
$46K
IRC
2967
Investors Research Corp
Georgia
$43K
TWP
2968
TFO Wealth Partners
Ohio
$43K +$42.5K +202 New
EIM
2969
Essex Investment Management
Massachusetts
$42K -$2.42M -11,500 -98%
TCM
2970
TD Capital Management
Tennessee
$42K
IWP
2971
IAG Wealth Partners
Wisconsin
$40K
M1FG
2972
Mach-1 Financial Group
Arkansas
$40K
EAM
2973
Eukles Asset Management
Ohio
$39K +$38.5K +183 New
AA
2974
AlphaMark Advisors
Kentucky
$38K
APWA
2975
Atlas Private Wealth Advisors
New Jersey
$38K +$3.16K +15 +9%

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.