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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
EF
3126
Exeter Financial
Arizona
-$213K -972 Closed
HC
3127
HNP Capital
New York
-$206K -943 Closed
COI
3128
Connable Office Inc
Michigan
-$205K -937 Closed
BCM
3129
Birmingham Capital Management
Alabama
-$202K -925 Closed
LCC
3130
Lincoln Capital Corp
Rhode Island
-$202K -925 Closed
LRIC
3131
Long Road Investment Counsel
Michigan
-$202K -925 Closed
AIA
3132
Alera Investment Advisors
Illinois
-$201K -918 Closed
BL
3133
BFSG LLC
California
-$201K -918 Closed
CPWM
3134
Cypress Point Wealth Management
Texas
-$177K -810 Closed
HGWM
3135
Harvest Group Wealth Management
Massachusetts
-$157K -719 Closed
CYG
3136
Clean Yield Group
Vermont
-$152K -694 Closed
FFG
3137
Fortem Financial Group
California
-$140K -638 Closed
BWM
3138
Birchcreek Wealth Management
Ohio
-$130K -596 Closed
DWM
3139
Defined Wealth Management
Oregon
-$84K -385 Closed
EA
3140
Elm Advisors
California
-$73K -335 Closed
WOSD
3141
WFA of San Diego
California
-$218 -320 Closed
VAIA
3142
Virtus Alternative Investment Advisers
Connecticut
-$67K -305 Closed
SIM
3143
Seaview Investment Managers
Florida
-$52K -243 Closed
MCM
3144
McMillion Capital Management
North Carolina
-$47K -213 Closed
FWM
3145
FSA Wealth Management
Massachusetts
-$46K -210 Closed
GWM
3146
Greenhouse Wealth Management
Connecticut
-$39K -179 Closed
KC
3147
Kinloch Capital
Virginia
-$27K -125 Closed
IA
3148
IFS Advisors
Kansas
-$24K -110 Closed
VCG
3149
Vantage Consulting Group
Virginia
-$23K -104 Closed
IA
3150
Inspire Advisors
Idaho
-$18K -83 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.