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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
SC
1251
Sawyer & Company
Massachusetts
$4.93M -$72.6K -345 -1%
S
1252
SignatureFD
Georgia
$4.92M +$306K +1,456 +7%
TPA
1253
Trivium Point Advisory
Connecticut
$4.91M +$369K +1,753 +8%
ED
1254
Exane Derivatives
France
$4.9M +$22.5K +107 +0.5%
RG
1255
Rikoon Group
New Mexico
$4.87M +$39.4K +187 +0.8%
SFS
1256
Strategic Financial Services
New York
$4.86M -$496K -2,357 -9%
IB
1257
Intrust Bank
Kansas
$4.85M -$226K -1,073 -4%
FNB
1258
Farmers National Bank
Kentucky
$4.85M -$207K -982 -4%
AIC
1259
Argus Investors Counsel
New York
$4.85M -$94.5K -449 -2%
OMC
1260
Overbrook Management Corp
New York
$4.84M +$23.4K +111 +0.5%
RMCM
1261
Reynders McVeigh Capital Management
Massachusetts
$4.84M -$462K -2,193 -9%
CT
1262
Clearstead Trust
Maine
$4.82M -$215K -1,022 -4%
HKIM
1263
Hayek Kallen Investment Management
Alabama
$4.82M +$19.2K +91 +0.4%
CA
1264
Cornerstone Advisory
Maryland
$4.82M -$121K -575 -2%
SG
1265
Stonnington Group
California
$4.8M +$4.58M +21,752 New
CIA
1266
Capital Investment Advisors
Georgia
$4.8M +$212K +1,006 +5%
DSC
1267
Duncker Streett & Co
Missouri
$4.79M -$840K -3,990 -15%
PCP
1268
Proficio Capital Partners
Massachusetts
$4.79M +$572K +2,718 +14%
KP
1269
Keel Point
Alabama
$4.79M +$228K +1,085 +5%
BSW
1270
Buckingham Strategic Wealth
Missouri
$4.79M -$100K -477 -2%
EFM
1271
E Fund Management
China
$4.77M +$4.74M +22,520 New
AIA
1272
Armor Investment Advisors
North Carolina
$4.76M +$24.8K +118 +0.5%
WWM
1273
Western Wealth Management
Colorado
$4.76M -$68K -323 -1%
RC
1274
Roundview Capital
New Jersey
$4.76M +$46.3K +220 +1%
CG
1275
Caprock Group
Idaho
$4.75M -$78.3K -372 -2%

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.