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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
PJSIMP
851
P.J. Schmidt Investment Management (PJS)
Wisconsin
$11.7M +$47.6K +226 +0.5%
UR
852
USCA RIA
Texas
$11.6M +$232K +1,101 +2%
GAM
853
Gotham Asset Management
New York
$11.5M -$3.37M -16,030 -23%
TCCM
854
Timber Creek Capital Management
Massachusetts
$11.5M +$364K +1,730 +3%
TPCW
855
TD Private Client Wealth
New York
$11.5M +$1.17M +5,549 +11%
CA
856
Cornerstone Advisors
North Carolina
$11.4M
SAM
857
Sompo Asset Management
Japan
$11.3M -$1.49M -7,060 -12%
CCM
858
Consolidated Capital Management
California
$11.3M -$1.25M -5,919 -10%
BCM
859
Becker Capital Management
Oregon
$11.3M +$308K +1,464 +3%
CI
860
Conning Inc
Connecticut
$11.2M +$5.69M +27,017 +103%
OCM
861
Oakwood Capital Management
California
$11.2M -$116K -551 -1%
LNB
862
Ledyard National Bank
$11.1M -$1.66M -7,903 -13%
BOH
863
Bank of Hawaii
Hawaii
$11.1M +$44.8K +213 +0.4%
AG
864
AIA Group
Hong Kong
$11.1M +$3.55M +16,886 +47%
PC
865
PointState Capital
New York
$11.1M +$10.4M +49,441 +1,659%
RIG
866
Renaissance Investment Group
Massachusetts
$11.1M +$139K +660 +1%
SIC
867
Salem Investment Counselors
North Carolina
$11.1M -$335K -1,592 -3%
NIA
868
Northstar Investment Advisors
Colorado
$11.1M +$552K +2,623 +5%
PAS
869
Park Avenue Securities
New York
$11.1M +$1.53M +7,258 +16%
DAC
870
Dividend Assets Capital
South Carolina
$11M +$645K +3,063 +6%
TAM
871
Trillium Asset Management
Massachusetts
$11M +$87.1K +414 +0.8%
CG
872
Colony Group
Massachusetts
$11M -$72.8K -346 -0.7%
SBL
873
Sargent Bickham Lagudis
Colorado
$11M +$88.8K +422 +0.8%
LCM
874
Logan Capital Management
Pennsylvania
$10.9M -$336K -1,597 -3%
ZIM
875
Zacks Investment Management
Illinois
$10.8M +$1.21M +5,752 +13%

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.