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
HCMT
651
Highland Capital Management (Tennessee)
Tennessee
$20.1M -$33.7K -160 -0.2%
RC
652
RBF Capital
California
$20.1M
SFI
653
Susquehanna Fundamental Investments
Pennsylvania
$20.1M +$2.79M +13,277 +16%
ET
654
Equitable Trust
Tennessee
$20M -$494K -2,347 -2%
GGI
655
Godsey & Gibb Inc
Virginia
$19.9M +$44K +209 +0.2%
PC
656
Port Capital
Illinois
$19.9M +$461K +2,189 +2%
ST
657
Sabal Trust
Florida
$19.8M +$19.5M +92,458 +7,849%
MAM
658
Mastrapasqua Asset Management
Tennessee
$19.8M +$1.26M +5,999 +7%
AHC
659
Adell Harriman & Carpenter
Texas
$19.7M -$466K -2,216 -2%
JMFC
660
J.M. Forbes & Co
Massachusetts
$19.7M -$114K -542 -0.6%
CTC
661
Central Trust Company
Missouri
$19.6M -$797K -3,784 -4%
PAI
662
Pittenger & Anderson Inc
Nebraska
$19.6M +$404K +1,919 +2%
DAM
663
Deltec Asset Management
New York
$19.6M -$126K -600 -0.6%
WSFS
664
Wilmington Savings Fund Society
Delaware
$19.5M -$1.65M -7,829 -8%
VMPIC
665
Varma Mutual Pension Insurance Co
Finland
$19.5M -$21M -100,000 -52%
AIM
666
Anchor Investment Management
South Carolina
$19.5M +$775K +3,681 +4%
IC
667
IEQ Capital
California
$19.4M +$1.37M +6,526 +8%
DWM
668
Doyle Wealth Management
Florida
$19.4M +$221K +1,049 +1%
PCM
669
Palisade Capital Management
New Jersey
$19.3M +$497K +2,362 +3%
MBI
670
Montrusco Bolton Investments
Quebec, Canada
$19.3M +$19.2M +91,274 New
CCG
671
Cypress Capital Group
Florida
$19.3M -$1.16M -5,534 -6%
SMI
672
Shelter Mutual Insurance
Missouri
$19.2M
CTA
673
Colonial Trust Advisors
South Carolina
$19.1M -$133K -633 -0.7%
UOC
674
UBS O'Connor
Illinois
$19.1M +$10.5M +50,000 +125%
KSCM
675
Key Square Capital Management
Connecticut
$19M +$18.9M +89,860 New

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.