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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
CIM
1001
Chapman Investment Management
California
$8.24M -$25.3K -120 -0.3%
IHL
1002
Investment House LLC
California
$8.22M -$190K -902 -2%
SNB
1003
Security National Bank
Nebraska
$8.18M +$251K +1,194 +3%
MI
1004
Markston International
New York
$8.18M -$104K -496 -1%
ST
1005
Spinnaker Trust
Maine
$8.15M +$229K +1,087 +3%
IA
1006
IFP Advisors
Florida
$8.14M -$1.84M -8,755 -19%
SLI
1007
Sumitomo Life Insurance
Japan
$8.13M -$2.19M -10,384 -21%
RCP
1008
Rothschild Capital Partners
New York
$8.12M -$20K -95 -0.2%
BSI
1009
Bennett Selby Investments
Maine
$8.07M +$324K +1,537 +4%
PTB
1010
Pioneer Trust Bank
Oregon
$8.07M +$148K +705 +2%
BAM
1011
Bell Asset Management
Australia
$8.05M +$1.54M +7,334 +24%
PCA
1012
Private Capital Advisors
Connecticut
$8.05M -$1.06M -5,020 -12%
FNBOO
1013
First National Bank of Omaha
Nebraska
$8.05M +$1.81M +8,606 +29%
BMM
1014
Buffington Mohr McNeal
Idaho
$8M +$519K +2,465 +7%
NCM
1015
Narwhal Capital Management
Georgia
$8M +$428K +2,034 +6%
SVC
1016
Strycker View Capital
New York
$7.99M +$432K +2,050 +6%
CCP
1017
Corient Capital Partners
California
$7.96M -$1.12M -5,302 -12%
FB
1018
Fulton Bank
Pennsylvania
$7.94M -$434K -2,064 -5%
AAS
1019
Annex Advisory Services
Wisconsin
$7.9M -$181K -859 -2%
EWM
1020
Evercore Wealth Management
New York
$7.88M -$96.6K -459 -1%
IIM
1021
Ipswich Investment Management
Massachusetts
$7.86M +$107K +510 +1%
CC
1022
Carlson Capital
Texas
$7.86M +$7.81M +37,100 New
CFGS
1023
Concourse Financial Group Securities
Alabama
$7.85M +$814K +3,867 +12%
BG
1024
BRX Global
New York
$7.84M
CCM
1025
Copeland Capital Management
Pennsylvania
$7.84M -$74.1K -352 -0.9%

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.