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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
SIP
1151
Stoneridge Investment Partners
Pennsylvania
$5.99M +$84.2K +400 +1%
CAL
1152
Capital Analysts LLC
Pennsylvania
$5.99M +$170K +809 +3%
TC
1153
Telemus Capital
Michigan
$5.98M +$184K +876 +3%
CA
1154
Clearstead Advisors
Ohio
$5.96M +$272K +1,293 +5%
PCM
1155
Prelude Capital Management
New York
$5.95M +$810K +3,846 +16%
BI
1156
Berkeley Inc
Idaho
$5.95M +$271K +1,288 +5%
CWG
1157
Cornerstone Wealth Group
North Carolina
$5.94M +$1.45M +6,874 +36%
GT
1158
Glenview Trust
Kentucky
$5.93M +$489K +2,321 +9%
EW
1159
Evoke Wealth
California
$5.92M +$4.58M +21,738 +350%
MA
1160
MUFG Americas
New York
$5.91M -$182K -863 -3%
ISL
1161
Ingalls & Snyder LLC
New York
$5.91M -$203K -963 -3%
AA
1162
Ancora Advisors
Ohio
$5.88M +$25.5K +121 +0.4%
CCM
1163
Cohen Capital Management
California
$5.88M
ECML
1164
Eagle Capital Management (Louisiana)
Louisiana
$5.87M +$32.8K +156 +0.6%
HSA
1165
HBK Sorce Advisory
Pennsylvania
$5.86M +$641K +3,046 +12%
JFA
1166
Johanson Financial Advisors
California
$5.86M -$37K -176 -0.7%
AA
1167
ALPS Advisors
Colorado
$5.84M -$431K -2,047 -7%
BTWM
1168
Baker Tilly Wealth Management
Wisconsin
$5.83M +$3.46M +16,427 +148%
SW
1169
SlateStone Wealth
Florida
$5.81M -$196K -932 -3%
DFA
1170
Delta Financial Advisors
Louisiana
$5.8M +$56.2K +267 +1%
DLCIG
1171
D.L. Carlson Investment Group
New Hampshire
$5.77M +$5.74M +27,256 New
FAIM
1172
Financial Advocates Investment Management
Washington
$5.76M -$31.2K -148 -0.5%
MSWM
1173
Mader & Shannon Wealth Management
Missouri
$5.74M +$3.89M +18,484 +214%
IA
1174
IndexIQ Advisors
New York
$5.72M -$1.73M -8,224 -23%
HCM
1175
Harvey Capital Management
Florida
$5.72M -$167K -795 -3%

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.