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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
NA
801
NewEdge Advisors
Louisiana
$13.3M -$1.91M -9,086 -13%
MRCM
802
M&R Capital Management
New Jersey
$13.3M -$192K -912 -1%
FQ
803
First Quadrant
California
$13.1M
ITFISA
804
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$13.1M +$8.34M +39,612 +180%
HWCM
805
Hudson Way Capital Management
Texas
$13M +$6.34M +30,108 +97%
AWM
806
Absher Wealth Management
North Carolina
$13M +$416K +1,977 +3%
SFI
807
Siemens Fonds Invest
Germany
$13M -$538K -2,558 -4%
CI
808
Cigna Investments
Connecticut
$12.9M +$376K +1,785 +3%
PIM
809
Penobscot Investment Management
Massachusetts
$12.9M -$119K -565 -0.9%
JSA
810
Jacobson & Schmitt Advisors
Wisconsin
$12.9M +$1.49M +7,096 +13%
AHC
811
Anderson Hoagland & Co
Missouri
$12.9M -$2.41M -11,446 -16%
LIM
812
Leavell Investment Management
Alabama
$12.9M -$689K -3,275 -5%
FNFDCM
813
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$12.9M -$411K -1,951 -3%
FCH
814
Freestone Capital Holdings
Washington
$12.8M +$2.42M +11,505 +23%
VFA
815
Valeo Financial Advisors
Indiana
$12.8M -$17.4M -82,507 -58%
DP
816
Dundas Partners
United Kingdom
$12.7M
TAIM
817
Te Ahumairangi Investment Management
New Zealand
$12.7M +$842K +4,000 +7%
AF
818
Arrow Financial
New York
$12.7M +$26.3K +125 +0.2%
SPC
819
Sigma Planning Corp
Michigan
$12.7M -$1.34M -6,350 -10%
TI
820
Tidal Investments
Wisconsin
$12.6M +$7.94M +37,739 +172%
SAM
821
Sycomore Asset Management
France
$12.6M +$5.92M +28,101 +92%
VVP
822
Venture Visionary Partners
Ohio
$12.6M +$1.61M +7,646 +15%
GG
823
Greenwood Gearhart
Arkansas
$12.6M +$675K +3,209 +6%
AAS
824
Avantax Advisory Services
Texas
$12.5M +$1.83M +8,687 +17%
PAM
825
Peak Asset Management
Colorado
$12.5M +$49.9K +237 +0.4%

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.