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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
Mercer Global Advisors
576
Mercer Global Advisors
Colorado
$26M +$4.94M +23,466 +24%
FFA
577
First Foundation Advisors
California
$26M +$1.8M +8,556 +7%
WMSA
578
Weiss Multi-Strategy Advisers
New York
$25.9M +$22.2M +105,676 +640%
EMPI
579
Elo Mutual Pension Insurance
Finland
$25.9M +$468K +2,225 +2%
SAM
580
Silvercrest Asset Management
New York
$25.8M +$1.46M +6,930 +6%
WIA
581
Wealthstreet Investment Advisors
Texas
$25.8M -$708K -3,365 -3%
AI
582
Atria Investments
North Carolina
$25.6M -$615K -2,921 -2%
BFO
583
Boston Family Office
Massachusetts
$25.5M +$264K +1,253 +1%
LOAMS
584
Lombard Odier Asset Management (Switzerland)
Switzerland
$25.5M -$7.47M -35,511 -23%
NRS
585
Neville Rodie & Shaw
New York
$25.5M -$519K -2,466 -2%
PP
586
Patten & Patten
Tennessee
$25.5M +$559K +2,658 +2%
MPWT
587
MassMutual Private Wealth & Trust
Connecticut
$25.4M +$1.94M +9,237 +8%
BCM
588
BlueMar Capital Management
Florida
$25.3M +$3.9M +18,542 +18%
CCM
589
Covington Capital Management
California
$25.2M +$40.8K +194 +0.2%
JAFL
590
Jay A. Fishman Ltd
Michigan
$25M +$207K +985 +0.8%
LCAM
591
London & Capital Asset Management
United Kingdom
$24.9M +$7.19M +34,147 +41%
TEC
592
Tiger Eye Capital
Tennessee
$24.9M +$7.29M +34,645 +42%
BBI
593
Baxter Bros Inc
Connecticut
$24.7M +$328K +1,558 +1%
FBB
594
Fulton Breakefield Broenniman
Maryland
$24.7M +$4.05M +19,236 +20%
PAM
595
Private Asset Management
California
$24.5M +$229K +1,089 +1%
DA
596
Dillon & Associates
Michigan
$24.5M -$280K -1,330 -1%
BCM
597
Bowie Capital Management
Texas
$24.3M -$2.08M -9,900 -8%
ZIC
598
ZWJ Investment Counsel
Georgia
$24.1M +$1.2M +5,690 +5%
ALAM
599
Asahi Life Asset Management
Japan
$24M -$4.4M -20,906 -16%
SCA
600
Stillwater Capital Advisors
Pennsylvania
$24M -$141K -668 -0.6%

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.