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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
TCM
926
Traynor Capital Management
Pennsylvania
$9.61M -$276K -1,311 -3%
EWA
927
Exencial Wealth Advisors
Oklahoma
$9.61M +$530K +2,520 +6%
SCA
928
Snowden Capital Advisors
New York
$9.57M +$1.52M +7,208 +19%
RWA
929
River Wealth Advisors
Pennsylvania
$9.56M +$260K +1,235 +3%
WPP
930
Whalerock Point Partners
Rhode Island
$9.54M +$316K +1,502 +3%
PMG
931
ProVise Management Group
Florida
$9.53M +$21K +100 +0.2%
BAS
932
Brown Advisory Securities
Maryland
$9.52M -$2.33M -11,071 -20%
RBA
933
Richard Bernstein Advisors
New York
$9.52M
TCM
934
Telos Capital Management
California
$9.49M -$113K -537 -1%
SSB
935
Sandy Spring Bank
Maryland
$9.45M +$617K +2,929 +7%
OCAM
936
Onex Canada Asset Management
Ontario, Canada
$9.44M -$24.4K -116 -0.3%
CCM
937
Crossvault Capital Management
Texas
$9.4M -$269K -1,280 -3%
PWW
938
Pettyjohn Wood & White
Virginia
$9.39M +$100K +475 +1%
ASN
939
Advisory Services Network
Georgia
$9.37M -$430K -2,043 -4%
RHFI
940
Reilly Herbert Faulkner III
$9.35M +$242K +1,148 +3%
DA
941
Dash Acquisitions
California
$9.32M +$2.57M +12,195 +38%
IUHSA
942
Itau Unibanco Holding S.A.
Brazil
$9.32M +$9.26M +44,008 New
ACL
943
APEIRON Capital Ltd
Hong Kong
$9.32M +$1.43M +6,800 +18%
LWM
944
Lyell Wealth Management
California
$9.3M +$490K +2,329 +6%
RIM
945
Redpoint Investment Management
Australia
$9.26M -$37.5K -178 -0.4%
WANY
946
Wealthspire Advisors (New York)
New York
$9.25M +$1.45M +6,881 +19%
ECM
947
Everence Capital Management
Indiana
$9.24M
BFC
948
Blue Fin Capital
Rhode Island
$9.15M +$329K +1,561 +4%
PL
949
Parkwood LLC
Ohio
$9.15M +$9.09M +43,203 New
FNBT
950
FineMark National Bank & Trust
Florida
$9.14M -$64K -304 -0.7%

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.