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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
BFEC
1051
Benjamin F. Edwards & Company
Missouri
$7.25M +$210K +998 +3%
SCM
1052
Sitrin Capital Management
California
$7.25M +$41.9K +199 +0.6%
TYCC
1053
Texas Yale Capital Corp
Florida
$7.21M -$516K -2,450 -7%
CP
1054
Columbus Point
United Kingdom
$7.2M -$2.08M -9,889 -23%
RC
1055
RegentAtlantic Capital
New Jersey
$7.16M +$3.61M +17,151 +103%
TIP
1056
Torray Investment Partners
Maryland
$7.09M +$180K +853 +3%
ACP
1057
Aviance Capital Partners
Florida
$7.06M +$1.36M +6,481 +24%
RAM
1058
Riggs Asset Management
Pennsylvania
$7.06M -$116K -552 -2%
EGM
1059
Engineers Gate Manager
New York
$7.05M +$2.3M +10,932 +49%
PCM
1060
Princeton Capital Management
New Jersey
$7.05M +$4.21K +20 +0.1%
MMA
1061
Miracle Mile Advisors
California
$7.03M +$421 +2 +0%
APA
1062
American Portfolios Advisors
New York
$7.03M -$98.3K -467 -1%
IWA
1063
IBEX Wealth Advisors
New Jersey
$7.01M -$165K -785 -2%
PA
1064
Perennial Advisors
New York
$7.01M -$5.26K -25 -0.1%
LBA
1065
Lowell Blake & Associates
Massachusetts
$7.01M +$1.37M +6,486 +24%
FPTW
1066
Franklin, Parlapiano, Turner & Welch
Texas
$7M +$150K +712 +2%
BIC
1067
Beach Investment Counsel
Pennsylvania
$6.99M -$1.01M -4,810 -13%
NCM
1068
Noesis Capital Mangement
Florida
$6.99M +$267K +1,269 +4%
GAAM
1069
Guinness Atkinson Asset Management
California
$6.97M +$979K +4,650 +16%
JCM
1070
Jacobi Capital Management
Pennsylvania
$6.97M +$334K +1,586 +5%
HB
1071
Homrich & Berg
Georgia
$6.96M +$682K +3,239 +11%
FF
1072
FourThought Financial
Florida
$6.93M +$337K +1,599 +5%
FI
1073
Fosun International
China
$6.93M -$750K -3,563 -10%
JAM
1074
JCIC Asset Management
Ontario, Canada
$6.92M +$225K +1,068 +3%
RPC
1075
Rossmore Private Capital
Connecticut
$6.9M +$40K +190 +0.6%

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.