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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
HCM
701
Hilton Capital Management
New York
$17.7M +$17.4M +82,688 +7,728%
SSA
702
South Street Advisors
New York
$17.6M -$1.39M -6,583 -7%
SC
703
SouthState Corp
Florida
$17.6M -$890K -4,226 -5%
AIP
704
ARS Investment Partners
New York
$17.6M +$6.58M +31,270 +60%
NAM
705
North American Management
Massachusetts
$17.5M -$397K -1,885 -2%
AC
706
Avenir Corporation
Virginia
$17.4M -$103K -491 -0.6%
EHC
707
Everett Harris & Co
California
$17.3M -$2.16M -10,285 -11%
FMC
708
First Merchants Corp
Indiana
$17.3M +$837K +3,975 +5%
SCM
709
Silvant Capital Management
Georgia
$17.3M -$891K -4,235 -5%
BDWM
710
Brewin Dolphin Wealth Management
Ireland
$17.2M +$1.1M +5,244 +7%
TTWM
711
TCV Trust & Wealth Management
Virginia
$17.1M -$41.3K -196 -0.2%
TSS
712
Thomas Story & Son
Indiana
$17M -$205K -974 -1%
TA
713
TRB Advisors
New York
$16.9M -$4.21M -20,000 -20%
BOTW
714
Bank of the West
California
$16.9M -$146K -692 -0.9%
DSAM
715
Dock Street Asset Management
Florida
$16.9M -$18.1K -86 -0.1%
ZDA
716
Zweig-DiMenna Associates
New York
$16.9M +$15.8M +74,853 +1,535%
BCV
717
Banque Cantonale Vaudoise
Switzerland
$16.9M -$354K -1,681 -2%
VIM
718
Vancity Investment Management
British Columbia, Canada
$16.8M +$2.3M +10,945 +16%
FNT
719
First National Trust
Pennsylvania
$16.8M -$364K -1,731 -2%
BAPIM
720
British Airways Pensions Investment Management
United Kingdom
$16.7M -$1M -4,761 -6%
MC
721
Moors & Cabot
Massachusetts
$16.6M +$1.43M +6,797 +9%
CAMG
722
CWA Asset Management Group
Florida
$16.6M +$1.05M +4,986 +7%
CIA
723
Covington Investment Advisors
Pennsylvania
$16.6M +$348K +1,653 +2%
DY
724
Dowling & Yahnke
California
$16.5M -$410K -1,946 -2%
PFSC
725
Peoples Financial Services Corp
Pennsylvania
$16.4M

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.