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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
SCM
901
Snyder Capital Management
California
$10.2M +$1.68M +7,993 +20%
BCMO
902
Buckingham Capital Management (Ohio)
Ohio
$10.2M +$286K +1,358 +3%
NW
903
NewEdge Wealth
Pennsylvania
$10.2M +$7.41M +35,221 +269%
KCP
904
KDI Capital Partners
North Carolina
$10.2M +$1.91M +9,069 +23%
CIS
905
Connors Investor Services
Pennsylvania
$10.2M +$300K +1,425 +3%
SG
906
Swarthmore Group
Pennsylvania
$10.2M +$9.3M +44,174 +1,140%
NIG
907
NFJ Investment Group
Texas
$10.2M +$10.1M +47,975 New
DWT
908
Dorsey & Whitney Trust
South Dakota
$10.1M -$125K -596 -1%
PIM
909
Progressive Investment Management
Oregon
$10.1M +$67.8K +322 +0.7%
SWP
910
Stratos Wealth Partners
Ohio
$10.1M -$267K -1,268 -3%
FG
911
Fiduciary Group
Georgia
$10.1M +$209K +993 +2%
HR
912
Howe & Rusling
New York
$10M +$5.88M +27,938 +143%
SCA
913
Stonebridge Capital Advisors
Minnesota
$10M +$353K +1,675 +4%
QI
914
QS Investors
New York
$9.99M +$145K +688 +1%
BRWM
915
B. Riley Wealth Management
Tennessee
$9.98M +$9.92M +47,134 New
BWM
916
Bulltick Wealth Management
Florida
$9.95M +$254K +1,207 +3%
CM
917
Churchill Management
California
$9.94M -$465K -2,208 -4%
GC
918
Grimes & Company
Massachusetts
$9.9M +$267K +1,268 +3%
CBT
919
Central Bank & Trust
Kentucky
$9.88M -$458K -2,177 -4%
WAM
920
Weatherly Asset Management
California
$9.86M +$247K +1,173 +3%
WB
921
Webster Bank
Connecticut
$9.81M -$69K -328 -0.7%
ACA
922
Aptus Capital Advisors
Alabama
$9.8M +$314K +1,490 +3%
CCT
923
Chemung Canal Trust
New York
$9.63M +$547K +2,597 +6%
OAC
924
OMERS Administration Corp
Ontario, Canada
$9.63M -$5.13M -24,353 -35%
FA
925
Fagan Associates
New York
$9.63M -$339K -1,609 -3%

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.