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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
AAM
951
Auxier Asset Management
Oregon
$9.13M
NIM
952
Nicollet Investment Management
Minnesota
$9.11M -$41.7K -198 -0.5%
ANBT
953
American National Bank & Trust
Texas
$9.06M -$163K -774 -2%
MCG
954
McCollum Christoferson Group
New York
$9.06M +$74.3K +353 +0.8%
HIA
955
Harbor Investment Advisory
Maryland
$9.05M +$47.6K +226 +0.5%
CCFCSB
956
Cape Cod Five Cents Savings Bank
Massachusetts
$9.02M +$140K +666 +2%
SWM
957
Segment Wealth Management
Texas
$9.01M +$323K +1,534 +4%
PP
958
Professional Planning
California
$8.98M -$1.04M -4,944 -10%
EAM
959
Eagle Asset Management
Florida
$8.94M +$8.41M +39,975 +3,255%
VCM
960
Vision Capital Management
Oregon
$8.92M -$257K -1,221 -3%
FHCM
961
Force Hill Capital Management
New York
$8.91M +$8.86M +42,100 New
ECM
962
ExodusPoint Capital Management
New York
$8.89M +$3.54M +16,831 +67%
RA
963
RiverPark Advisors
New York
$8.87M -$656K -3,116 -7%
HT
964
HighTower Trust
Texas
$8.86M -$211K -1,001 -2%
IWC
965
Integrated Wealth Concepts
Massachusetts
$8.86M +$288K +1,368 +3%
MIA
966
MainStreet Investment Advisors
Illinois
$8.82M -$1.3M -6,169 -13%
WAM
967
World Asset Management
Michigan
$8.81M -$580K -2,754 -7%
NCM
968
Novare Capital Management
North Carolina
$8.79M +$419K +1,992 +5%
CG
969
Cynosure Group
Utah
$8.78M -$482K -2,288 -5%
PWP
970
Principle Wealth Partners
Connecticut
$8.78M +$62.3K +296 +0.7%
LW
971
Linscomb Wealth
Texas
$8.76M +$69.7K +331 +0.8%
HIMC
972
Heritage Investors Management Corp
Maryland
$8.74M +$313K +1,486 +4%
CK
973
Cohen Klingenstein
New York
$8.64M
MBTD
974
Mechanics Bank - Trust Department
California
$8.63M -$28.4K -135 -0.3%
PDN
975
Pensionfund DSM Netherlands
Netherlands
$8.55M +$421K +2,000 +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.