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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
MFM
2976
MD Financial Management
Ontario, Canada
$37K -$42.1K -200 -54%
SSC
2977
Syverson Strege & Co
Iowa
$37K
NCM
2978
New Capital Management
Texas
$34K
SJIM
2979
St. Johns Investment Management
Florida
$34K
CMA
2980
Cedar Mountain Advisors
Oregon
$33K
Q
2981
QVR
California
$33K +$32.8K +156 New
FMP
2982
Financial Management Professionals
Texas
$32K -$102K -483 -76%
CL
2983
COWA LLC
Oklahoma
$31K
DCM
2984
Disciplina Capital Management
Tennessee
$27.4K +$10.7K +51 +65%
FCM
2985
Firestone Capital Management
Florida
$26K
SC
2986
Steph & Co
Wisconsin
$25K -$1.89K -9 -7%
CIR
2987
Clear Investment Research
Georgia
$24K
SCA
2988
Stuart Chaussee & Associates
California
$24K +$23.6K +112 New
MFA
2989
McClarren Financial Advisors
Pennsylvania
$21K +$210 +1 +1%
CA
2990
Centerpoint Advisors
Massachusetts
$20K
SWM
2991
Selective Wealth Management
Virginia
$19K
RCWMU
2992
Rothschild & Co Wealth Management (UK)
United Kingdom
$18K
SSWG
2993
Seven Springs Wealth Group
Tennessee
$18K
CWM
2994
Cranbrook Wealth Management
Michigan
$17K +$4.21K +20 +32%
HL
2995
Harding Loevner
New Jersey
$16K
RDFA
2996
Ritter Daniher Financial Advisory
Ohio
$16K
JWA
2997
JFS Wealth Advisors
Pennsylvania
$15K -$88.8K -422 -85%
SIAP
2998
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$14K +$631 +3 +2%
FP
2999
Fiduciary Planning
Florida
$12K +$12K +57 New
CWA
3000
Carolina Wealth Advisors
South Carolina
$11K +$6.1K +29 +126%

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.