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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
RWP
826
RWA Wealth Partners
Massachusetts
$12.4M +$3.48M +16,523 +39%
IP
827
Interval Partners
New York
$12.4M -$41.8M -198,574 -77%
B
828
Brightworth
Georgia
$12.4M +$226K +1,072 +2%
FFBTD
829
First Financial Bank - Trust Division
Ohio
$12.4M -$343K -1,628 -3%
JCM
830
Janney Capital Management
Pennsylvania
$12.3M -$165K -786 -1%
KWM
831
Kingsview Wealth Management
Oregon
$12.3M +$1.65M +7,859 +16%
RIG
832
Roosevelt Investment Group
New York
$12.3M -$365K -1,735 -3%
VW
833
Vantage Wealth
California
$12.2M +$22.1K +105 +0.2%
FAT
834
First American Trust
California
$12.2M +$141K +668 +1%
GI
835
Gradient Investments
Minnesota
$12.2M +$4.67M +22,176 +63%
IRF
836
IBM Retirement Fund
New York
$12.2M -$1.11M -5,286 -8%
OA
837
Oxbow Advisors
Texas
$12.1M +$253K +1,203 +2%
GAM
838
Gemmer Asset Management
California
$12.1M -$1.08M -5,120 -8%
CI
839
Capital International
California
$12.1M -$5.86M -27,816 -33%
CWM
840
Cabot Wealth Management
Massachusetts
$12.1M +$948K +4,506 +9%
MGIA
841
Matthew Goff Investment Advisor
Texas
$12.1M -$207K -984 -2%
CCM
842
Coerente Capital Management
Ontario, Canada
$12M +$11.9M +56,730 New
LBD
843
Landsberg Bennett & Dubbaneh
Florida
$12M -$529K -2,513 -4%
DWA
844
Douglass Winthrop Advisors
New York
$12M -$228K -1,083 -2%
GI
845
GAMCO Investors
Connecticut
$12M +$3.09M +14,688 +35%
CAM
846
Cresset Asset Management
Illinois
$11.9M +$1.93M +9,181 +19%
CANY
847
Caxton Associates (New York)
New York
$11.9M +$6.6M +31,364 +127%
WCM
848
Wisconsin Capital Management
Wisconsin
$11.8M -$30.7K -146 -0.3%
CAM
849
Columbia Asset Management
Michigan
$11.8M +$134K +635 +1%
WS
850
Wedbush Securities
California
$11.7M +$1.17M +5,538 +11%

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.