We are live on ! Find out more

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
H
3001
Hexavest
Quebec, Canada
$9K
MIH
3002
Meitav Investment House
Israel
$8.47K +$6.88M +32,693 +447%
TIAM
3003
TT International Asset Management
United Kingdom
$8.25K -$4.26M -20,219 -34%
RIM
3004
Ranger Investment Management
Texas
$8K -$631 -3 -7%
CMBA
3005
C.M. Bidwell & Associates
Hawaii
$8K
UFF
3006
USA Financial Formulas
Michigan
$7K +$2.74K +13 +62%
CIM
3007
Contravisory Investment Management
Massachusetts
$6K -$6.48M -30,782 -100%
SA
3008
SRH Advisors
Kansas
$6K
SFP
3009
Sterling Financial Planning
New Jersey
$6K
TJHA
3010
Thomas J. Herzfeld Advisors
Florida
$6K
DI
3011
Disciplined Investments
Oklahoma
$6K +$5.89K +28 New
FIA
3012
FNY Investment Advisers
New York
$5K -$21K -100 -79%
LIM
3013
Longfellow Investment Management
Massachusetts
$5K
WAS
3014
Wealth Advisory Solutions
Indiana
$4K -$2.3M -10,912 -34%
JIR
3015
James Investment Research
Ohio
$3K -$154K -733 -98%
EWM
3016
Elite Wealth Management
Washington
$2.08K +$322K +1,528 +18%
SWM
3017
Sugarloaf Wealth Management
Georgia
$2.06K +$285K +1,352 +16%
TI
3018
Truehand Inc
New Hampshire
$2K -$10.5K -50 -83%
CIA
3019
CSat Investment Advisory
Michigan
$2K +$210 +1 +14%
HF
3020
Halpern Financial
Virginia
$1.48K -$6.32K -30 -81%
MFT
3021
Moisand Fitzgerald Tamayo
Florida
$1K -$10.3K -49 -94%
RCC
3022
Red Cedar Capital
Nebraska
$1K +$1.26K +6 New
FGAM
3023
Financial Gravity Asset Management
Texas
$660 -$2.53K -12 -15%
WIM
3024
Westside Investment Management
California
$122 -$10.3K -49 -8%
MSA
3025
Mason Street Advisors
Wisconsin
-$51.2M -233,914 Closed

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.