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
BDS
551
Banco de Sabadell
Florida
$28.6M +$7.23M +34,343 +34%
NMIFOAC
552
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$28.2M
Jones Financial Companies
553
Jones Financial Companies
Missouri
$28.2M +$774K +3,678 +3%
ACP
554
Ashfield Capital Partners
California
$28.1M -$451K -2,144 -2%
ACM
555
Anomaly Capital Management
New York
$28M +$27.9M +132,418 New
MNBTD
556
Moody National Bank Trust Division
Texas
$27.8M +$2.18M +10,358 +9%
CGH
557
Crossmark Global Holdings
Texas
$27.6M -$2.18M -10,355 -7%
KAS
558
Kestra Advisory Services
Texas
$27.6M -$9.82M -46,629 -26%
MSRPS
559
Maryland State Retirement & Pension System
Maryland
$27.5M +$21.5M +102,327 +374%
Parallax Volatility Advisers
560
Parallax Volatility Advisers
California
$27.4M -$8.44M -40,104 -24%
SPIA
561
Steward Partners Investment Advisory
New York
$27.3M +$3.35M +15,918 +14%
VC
562
Vestor Capital
Illinois
$27.2M -$10.7K -51 -0%
CIC
563
Chilton Investment Company
Connecticut
$27.2M -$1.2M -5,710 -4%
RG
564
Renaissance Group
Kentucky
$27.1M +$678K +3,219 +3%
BG
565
Bahl & Gaynor
Ohio
$27M +$200K +951 +0.8%
BUB
566
BBVA USA Bancshares
Texas
$26.7M -$630K -2,993 -2%
BF
567
BOK Financial
Oklahoma
$26.7M -$2.3M -10,909 -8%
KWILP
568
Kiwi Wealth Investments Limited Partnership
New Zealand
$26.3M +$1.23M +5,832 +5%
CTA
569
Chesley Taft & Associates
Illinois
$26.2M -$2.15M -10,193 -8%
MC
570
Middleton & Co
Massachusetts
$26.2M -$131K -623 -0.5%
WI
571
Wafra Inc
New York
$26.1M +$4.37M +20,746 +20%
OA
572
Oak Associates
Ohio
$26.1M -$40.8K -194 -0.2%
CCA
573
Cobblestone Capital Advisors
New York
$26.1M -$226K -1,074 -0.9%
MGM
574
Miura Global Management
New York
$26M +$631K +3,000 +3%
AP
575
Appleton Partners
Massachusetts
$26M -$74.9K -356 -0.3%

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.