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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
BCM
1201
Bourgeon Capital Management
Connecticut
$5.41M +$10.5K +50 +0.2%
GAM
1202
GVO Asset Management
Switzerland
$5.4M +$187K +887 +4%
SNT
1203
Security National Trust
West Virginia
$5.35M -$91.1K -433 -2%
WA1
1204
Wimmer Associates 1
California
$5.33M +$274K +1,304 +5%
ACA
1205
Atlas Capital Advisors
Wyoming
$5.32M -$3.79K -18 -0.1%
MA
1206
Mezzasalma Advisors
New Jersey
$5.32M -$61K -290 -1%
LA
1207
LVW Advisors
New York
$5.3M +$318K +1,511 +6%
FIG
1208
Freed Investment Group
Massachusetts
$5.3M +$262K +1,246 +5%
ILCM
1209
Ivy Lane Capital Management
Florida
$5.29M -$4M -19,000 -43%
1C
1210
1623 Capital
Virginia
$5.29M
CF
1211
CNA Financial
Illinois
$5.29M +$5.26M +25,000 New
TLP
1212
Trinity Legacy Partners
Texas
$5.29M +$229K +1,086 +5%
IWM
1213
IHT Wealth Management
Illinois
$5.29M -$345K -1,639 -6%
CCT
1214
Capital City Trust
Florida
$5.28M +$153K +726 +3%
CCM
1215
Condor Capital Management
New Jersey
$5.28M +$33.7K +160 +0.6%
FA
1216
FMA Advisory
Pennsylvania
$5.28M -$98.7K -469 -2%
AWMT
1217
AAFMAA Wealth Management & Trust
North Carolina
$5.27M +$1.94M +9,211 +59%
BCA
1218
Bray Capital Advisors
Florida
$5.26M +$73.7K +350 +1%
MOS
1219
MGO One Seven
Ohio
$5.25M +$1.02M +4,825 +24%
MSAM
1220
Moloney Securities Asset Management
Missouri
$5.25M -$58.9K -280 -1%
SFG
1221
Sowa Financial Group
Rhode Island
$5.21M -$29.5K -140 -0.6%
IAIM
1222
International Assets Investment Management
Florida
$5.21M +$3.71M +17,609 +86%
PA
1223
PFG Advisors
Arizona
$5.2M +$473K +2,249 +10%
BP
1224
Broadleaf Partners
Ohio
$5.19M +$189K +899 +4%
RCM
1225
Riverpark Capital Management
New York
$5.18M +$486K +2,308 +10%

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.