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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
GM
3101
GeoWealth Management
Illinois
-$538K -2,463 Closed
CWM
3102
CCG Wealth Management
California
-$514K -2,348 Closed
DACS
3103
Dymon Asia Capital (Singapore)
Singapore
-$488K -2,233 Closed
RWA
3104
RGT Wealth Advisors
Texas
-$483K -2,208 Closed
BWM
3105
Biltmore Wealth Management
Arizona
-$477K -2,180 Closed
QC
3106
QCM Cayman
Texas
-$443K -2,026 Closed
CCFM
3107
Clear Creek Financial Management
Washington
-$389K -1,780 Closed
PFA
3108
Pinnacle Family Advisors
Missouri
-$357K -1,632 Closed
GEM
3109
Global Endowment Management
North Carolina
-$301K -1,376 Closed
JGC
3110
J. Goldman & Co
New York
-$278K -1,271 Closed
SPP
3111
Single Point Partners
Massachusetts
-$276K -1,261 Closed
RI
3112
Ridgewood Investments
New Jersey
-$251K -1,256 Closed
WAM
3113
Wolverine Asset Management
Illinois
-$266K -1,219 Closed
MTC
3114
McDaniel Terry & Co
Texas
-$258K -1,179 Closed
HCM
3115
HMS Capital Management
Tennessee
-$256K -1,172 Closed
FAM
3116
Flaharty Asset Management
Florida
-$245K -1,118 Closed
QIM
3117
Quantitative Investment Management
Virginia
-$241K -1,104 Closed
RCAMU
3118
Rothschild & Co Asset Management US
Connecticut
-$240K -1,097 Closed
BA
3119
Bridge Advisory
California
-$237K -1,084 Closed
ARTA
3120
A.R.T. Advisors
New York
-$232K -1,059 Closed
STC
3121
Sarah T. Connolly
-$230K -1,050 Closed
HI
3122
Humankind Investments
New York
-$225K -1,027 Closed
EMFAT
3123
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$224K -1,023 Closed
SP
3124
Successful Portfolios
Florida
-$221K -1,009 Closed
PFA
3125
Plotkin Financial Advisors
Maryland
-$217K -994 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.