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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
Franklin Resources
26
Franklin Resources
California
$2.66B +$437M +2,075,534 +20%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.52B +$215M +1,020,717 +9%
Wells Fargo
28
Wells Fargo
California
$2.5B +$85.5M +406,373 +4%
American Century Companies
29
American Century Companies
Missouri
$2.43B -$27.6M -131,126 -1%
Deutsche Bank
30
Deutsche Bank
Germany
$2.34B +$286M +1,360,531 +14%
Goldman Sachs
31
Goldman Sachs
New York
$2.23B -$412M -1,956,634 -16%
Legal & General Group
32
Legal & General Group
United Kingdom
$2.2B -$35.9M -170,544 -2%
Berkshire Hathaway
33
Berkshire Hathaway
Nebraska
$2.11B
Capital World Investors
34
Capital World Investors
California
$2.1B -$506M -2,405,385 -19%
Polen Capital Management
35
Polen Capital Management
Florida
$2.08B +$45.9M +218,092 +2%
UBS AM
36
UBS AM
Illinois
$2.07B +$61.2M +290,842 +3%
Ameriprise
37
Ameriprise
Minnesota
$2.04B -$8.6M -40,838 -0.4%
JP Morgan Chase
38
JP Morgan Chase
New York
$2B +$513M +2,438,771 +35%
Charles Schwab
39
Charles Schwab
California
$1.95B +$290M +1,378,913 +18%
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$1.84B +$147M +698,028 +9%
UBS Group
41
UBS Group
Switzerland
$1.64B -$54.3M -258,002 -3%
Invesco
42
Invesco
Georgia
$1.55B -$163M -772,129 -10%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.53B +$29.8M +141,700 +2%
PPA
44
Parametric Portfolio Associates
Washington
$1.45B +$34.7M +164,988 +2%
Ninety One (UK)
45
Ninety One (UK)
United Kingdom
$1.38B +$62.1M +295,217 +5%
Fundsmith LLP
46
Fundsmith LLP
United Kingdom
$1.37B +$77.9M +370,101 +6%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$1.37B -$32.8M -155,698 -2%
Lazard Asset Management
48
Lazard Asset Management
New York
$1.34B +$247M +1,175,089 +23%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$1.28B -$26.7M -126,977 -2%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$1.28B -$26.4M -125,380 -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.