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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
RIM
1226
Reliant Investment Management
Tennessee
$5.17M -$15.8K -75 -0.3%
LCP
1227
Legacy Capital Partners
Wisconsin
$5.17M -$1.05K -5 -0%
VCM
1228
Virtue Capital Management
Tennessee
$5.15M +$225K +1,069 +5%
CAM
1229
Carret Asset Management
New York
$5.14M
AWP
1230
Ascent Wealth Partners
New York
$5.13M +$244K +1,157 +5%
PGAM
1231
Princeton Global Asset Management
New Jersey
$5.11M +$62.3K +296 +1%
BIM
1232
Baldwin Investment Management
Pennsylvania
$5.11M +$151K +715 +3%
IFG
1233
Independent Financial Group
California
$5.1M +$126K +600 +3%
SCM
1234
Schnieders Capital Management
California
$5.1M +$60K +285 +1%
PCM
1235
Poehling Capital Management
Wisconsin
$5.07M -$89.7K -426 -2%
S
1236
SimplyRich
California
$5.05M +$28.8K +137 +0.6%
MSU
1237
Mizuho Securities USA
New York
$5.05M +$4.77M +22,682 +1,949%
FMN
1238
Financial Management Network
California
$5.04M +$168K +798 +4%
SCA
1239
Stokes Capital Advisors
South Carolina
$5.04M +$289K +1,374 +6%
ECM
1240
EagleClaw Capital Management
Massachusetts
$5.04M -$45.7K -217 -0.9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1241
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.04M +$198K +940 +4%
PFS
1242
Prospera Financial Services
Texas
$5.03M -$570K -2,710 -10%
SFP
1243
Shepherd Financial Partners
Massachusetts
$5M +$16K +76 +0.3%
PWM
1244
Purus Wealth Management
California
$4.99M +$187K +887 +4%
ECM
1245
Exchange Capital Management
Michigan
$4.98M +$63.8K +303 +1%
LSWM
1246
Lorne Steinberg Wealth Management
Canada
$4.97M +$500K +2,375 +11%
IWP
1247
Icon Wealth Partners
Texas
$4.96M +$1.18M +5,600 +31%
CIG
1248
Consolidated Investment Group
Colorado
$4.95M +$1.56M +7,400 +46%
MHS
1249
M Holdings Securities
Oregon
$4.94M -$96K -456 -2%
FSC
1250
Full Sail Capital
Oklahoma
$4.93M -$244K -1,160 -5%

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.