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
FLPIM
476
F.L. Putnam Investment Management
Massachusetts
$38.5M -$2.45M -11,633 -6%
SWM
477
Spire Wealth Management
Virginia
$38.1M +$38.5M +182,814 New
AIM
478
Avity Investment Management
Connecticut
$38M +$741K +3,518 +2%
WTC
479
WhitTier Trust Company
Nevada
$37.9M +$232K +1,102 +0.6%
DWM
480
Destination Wealth Management
California
$37.8M +$1.44M +6,836 +4%
EWA
481
EP Wealth Advisors
California
$37.3M +$5.19M +24,661 +16%
RCW
482
Rheos Capital Works
Japan
$37.3M +$2.74M +13,000 +8%
RC
483
Randolph Company
Ohio
$37.3M +$9.89K +47 +0%
CAPTRUST Financial Advisors
484
CAPTRUST Financial Advisors
North Carolina
$37.1M +$2.53M +12,020 +7%
HFS
485
Hantz Financial Services
Michigan
$37M +$1.99M +9,441 +6%
OCM
486
Osterweis Capital Management
California
$36.6M +$547K +2,598 +2%
PNC
487
Park National Corp
Ohio
$36.5M +$3.45M +16,371 +10%
State Farm Mutual Automobile Insurance
488
State Farm Mutual Automobile Insurance
Illinois
$36.2M +$22.5M +107,040 +167%
CTI
489
Community Trust & Investment
Kentucky
$35.9M -$2.3M -10,941 -6%
PSUF
490
People's United Financial
Connecticut
$35.7M -$801K -3,807 -2%
PAG
491
Private Advisor Group
New Jersey
$35.6M -$2.3M -10,926 -6%
AC
492
Athanor Capital
New York
$35.3M -$10.1M -48,122 -22%
VanEck Associates
493
VanEck Associates
New York
$35.2M +$3.08M +14,629 +10%
Bank of Nova Scotia
494
Bank of Nova Scotia
Ontario, Canada
$35.1M +$1.6M +7,599 +5%
B
495
Bailard
California
$35.1M +$13M +61,539 +59%
CM
496
Castleark Management
Illinois
$35M +$1.73M +8,195 +5%
CP
497
Cumberland Partners
Ontario, Canada
$35M +$639K +3,038 +2%
SAMH
498
Shanda Asset Management Holdings
British Virgin Islands
$34.9M
BPB
499
Badgley, Phelps & Bell
Washington
$34.8M -$930K -4,418 -3%
GIP
500
Granite Investment Partners
California
$34.8M +$796K +3,782 +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.