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
WorldQuant Millennium Advisors
451
WorldQuant Millennium Advisors
New York
$44M -$22.3M -105,787 -34%
TP
452
Truvvo Partners
New York
$43.7M
GT
453
Greenleaf Trust
Michigan
$43.7M +$1.34M +6,361 +3%
WGAM
454
Wilkinson Global Asset Management
New York
$43.2M +$42.9M +203,993 New
IMPI
455
Ilmarinen Mutual Pension Insurance
Finland
$42.8M -$6.1M -29,000 -13%
TAF
456
Tredje AP-fonden
Sweden
$42.7M -$2.1M -10,000 -5%
SAM
457
Shell Asset Management
Netherlands
$42.4M -$8.43M -40,043 -17%
HAM
458
Honeycomb Asset Management
New York
$42.3M +$42.1M +200,000 New
MP
459
MSD Partners
New York
$42.3M +$42M +199,637 New
IG
460
Ithaka Group
Virginia
$42.1M -$6.92M -32,867 -14%
PI
461
PineBridge Investments
New York
$41.8M -$1.77M -8,430 -4%
PA
462
Pinnacle Associates
New York
$41.6M +$155K +736 +0.4%
HIMCH
463
Hartford Investment Management Co (HIMCO)
Connecticut
$40.8M -$1.48M -7,038 -4%
DCM
464
Dupont Capital Management
Delaware
$40.3M -$7.41M -35,202 -16%
NP
465
NS Partners
United Kingdom
$40.2M -$684K -3,250 -2%
ADEF
466
Adams Diversified Equity Fund
Maryland
$40.1M
MJRIC
467
Mogy Joel R Investment Counsel
California
$40.1M +$378K +1,795 +1%
KeyBank National Association
468
KeyBank National Association
Ohio
$39.5M -$626K -2,976 -2%
SEM
469
Suncoast Equity Management
Florida
$39.3M +$642K +3,049 +2%
VRS
470
Virginia Retirement Systems
Virginia
$39.3M -$44M -209,200 -53%
IGM
471
Incline Global Management
New York
$39M +$38.8M +184,357 New
BFS
472
Baskin Financial Services
Ontario, Canada
$39M +$662K +3,144 +2%
II
473
IFM Investors
Australia
$38.9M +$4.39M +20,850 +13%
MC
474
Montag & Caldwell
Georgia
$38.7M -$28.7M -136,136 -43%
PWLP
475
Prio Wealth Limited Partnership
Massachusetts
$38.6M +$871K +4,138 +2%

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.