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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
CWM
1101
Chronos Wealth Management
Florida
$6.51M +$55.4K +263 +0.9%
AIA
1102
Avalon Investment & Advisory
Texas
$6.51M -$24.8M -117,771 -79%
RCM
1103
RNC Capital Management
California
$6.51M +$542K +2,576 +9%
PA
1104
Profund Advisors
Maryland
$6.51M +$626K +2,974 +11%
FPCM
1105
Financial Partners Capital Management
New York
$6.5M -$174K -825 -3%
P
1106
Pitcairn
Pennsylvania
$6.49M +$308K +1,463 +5%
AI
1107
AXS Investments
New York
$6.47M +$6.43M +30,563 New
FHB
1108
First Hawaiian Bank
Hawaii
$6.47M -$218K -1,035 -3%
SCC
1109
Steel Canyon Capital
Arizona
$6.46M -$1.56M -7,411 -20%
OSAM
1110
O'Shaughnessy Asset Management
Connecticut
$6.46M +$480K +2,279 +8%
AAF
1111
Andra AP-fonden
Sweden
$6.44M -$1.47M -7,000 -19%
CT
1112
Coastline Trust
Rhode Island
$6.43M +$172K +818 +3%
FCBT
1113
First Citizens Bank & Trust
North Carolina
$6.41M +$124K +590 +2%
NB
1114
Northwest Bancshares
Pennsylvania
$6.39M +$251K +1,193 +4%
CCA
1115
Covey Capital Advisors
Georgia
$6.39M -$6.74K -32 -0.1%
MYLI
1116
Meiji Yasuda Life Insurance
Japan
$6.39M -$67.6K -321 -1%
NCM
1117
Nelson Capital Management
California
$6.38M -$290K -1,376 -4%
HWA
1118
Heritage Wealth Advisors
Virginia
$6.37M -$4.19M -19,910 -40%
CWM
1119
Concentric Wealth Management
California
$6.37M +$99.6K +473 +2%
WI
1120
Wintrust Investments
Illinois
$6.36M -$624K -2,965 -9%
HKAM
1121
Horizon Kinetics Asset Management
New York
$6.35M -$382K -1,816 -6%
CA
1122
Claar Advisors
New York
$6.35M
TCM
1123
Taal Capital Management
Massachusetts
$6.35M
APGDR
1124
Absoluto Partners Gestao de Recursos
Brazil
$6.33M -$1.74M -8,262 -22%
FEG
1125
Financial Enhancement Group
Indiana
$6.32M +$23.2K +110 +0.4%

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.