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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
EWM
1176
Empirical Wealth Management
Washington
$5.71M -$112K -531 -2%
BB
1177
Busey Bank
Illinois
$5.7M -$124K -591 -2%
MHC
1178
Meyer Handelman Company
New York
$5.69M +$1.16M +5,530 +26%
PCTC
1179
Perkins Coie Trust Company
Washington
$5.68M +$72.4K +344 +1%
ACS
1180
Archford Capital Strategies
Illinois
$5.67M -$1.03M -4,871 -16%
HFA
1181
HC Financial Advisors
California
$5.65M -$125K -593 -2%
SIM
1182
Sonora Investment Management
Arizona
$5.63M +$882K +4,190 +19%
SAM
1183
Stenahm Asset Management
Guernsey
$5.61M -$3.47M -16,500 -38%
TAM
1184
Townsend Asset Management
North Carolina
$5.6M +$80.8K +384 +1%
BCM
1185
Buckhead Capital Management
Georgia
$5.59M -$50.5K -240 -0.9%
PS
1186
Pensionfund Sabic
Netherlands
$5.59M -$526K -2,500 -9%
GGI
1187
GPM Growth Investors
Michigan
$5.59M -$1.97M -9,338 -26%
MGWM
1188
Marks Group Wealth Management
Minnesota
$5.56M +$144K +686 +3%
AGA
1189
Accuvest Global Advisors
Utah
$5.54M +$5.17M +24,562 +1,538%
IA
1190
Icon Advisers
Colorado
$5.53M
MAFM
1191
Mid Atlantic Financial Management
Pennsylvania
$5.53M +$204K +971 +4%
CCM
1192
Coldstream Capital Management
Washington
$5.53M -$172K -815 -3%
JFL
1193
Jarislowsky, Fraser Ltd
Quebec, Canada
$5.5M +$66.9K +318 +1%
FM
1194
Freemont Management
Switzerland
$5.49M
FM
1195
Family Management
New York
$5.47M +$289K +1,371 +6%
GC
1196
GFG Capital
Florida
$5.47M +$150K +713 +3%
EI
1197
Ethic Inc
New York
$5.45M +$682K +3,239 +14%
AMM
1198
American Money Management
California
$5.45M +$148K +704 +3%
WA
1199
Winfield Associates
Ohio
$5.43M -$146K -693 -3%
KHLMTHM
1200
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$5.42M

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.