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
BMC
876
Benin Management Corp
Connecticut
$10.8M +$177K +842 +2%
HWAM
877
Hennion & Walsh Asset Management
New Jersey
$10.8M +$10.7M +50,955 New
AFIA
878
America First Investment Advisors
Nebraska
$10.8M +$157K +745 +1%
AIP
879
Ameritas Investment Partners
Nebraska
$10.8M -$194K -924 -2%
CC
880
Courier Capital
New York
$10.8M +$169K +802 +2%
MFAM
881
Motley Fool Asset Management
Virginia
$10.7M -$139K -661 -1%
PCR
882
Potrero Capital Research
California
$10.7M
LBC
883
Lowe Brockenbrough & Co
Virginia
$10.7M +$352K +1,670 +3%
TA
884
TruWealth Advisors
Louisiana
$10.6M +$439K +2,084 +4%
KRSITF
885
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$10.6M +$609K +2,893 +6%
AC
886
Allstate Corporation
Illinois
$10.6M +$819K +3,890 +8%
VSWA
887
Vontobel Swiss Wealth Advisors
Switzerland
$10.5M +$248K +1,177 +2%
LNWWM
888
Laird Norton Wetherby Wealth Management
California
$10.5M -$720K -3,419 -6%
BHB
889
Bank Hapoalim BM
Israel
$10.5M -$175K -831 -2%
AIM
890
Arcadia Investment Management
Michigan
$10.5M -$531K -2,524 -5%
SGM
891
Skye Global Management
Florida
$10.5M +$10.4M +49,500 New
WMC
892
Westwood Management Corporation
Illinois
$10.5M +$12K +57 +0.1%
VAS
893
Vestmark Advisory Solutions
Massachusetts
$10.4M +$1.87M +8,893 +22%
CNB
894
Camden National Bank
Maine
$10.4M -$305K -1,451 -3%
CNC
895
Camden National Corporation
Maine
$10.4M +$10.4M +49,246 New
AF
896
Alerus Financial
North Dakota
$10.4M +$2.08M +9,884 +25%
PPSG
897
Princeton Portfolio Strategies Group
New Jersey
$10.4M -$21.3K -101 -0.2%
SFS
898
Sowell Financial Services
Arkansas
$10.4M +$1.1M +5,226 +13%
PG
899
Patten Group
Tennessee
$10.3M -$236K -1,123 -2%
UC
900
Unio Capital
New Jersey
$10.3M +$531K +2,522 +5%

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.