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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
1276
Searle & Co
Connecticut
$4.74M
EFS
1277
Essex Financial Services
Connecticut
$4.73M -$107K -509 -2%
ACM
1278
Aljian Capital Management
Nevada
$4.73M +$9.05K +43 +0.2%
RA
1279
Rational Advisors
New York
$4.73M +$280K +1,330 +6%
KCPG
1280
Kavar Capital Partners Group
Kansas
$4.7M +$1.42M +6,744 +44%
HI
1281
HBK Investments
Texas
$4.69M +$3.28M +15,569 +236%
BS
1282
Bessemer Securities
New York
$4.69M +$1.32M +6,275 +40%
PSP
1283
Principal Street Partners
Tennessee
$4.68M +$2.46M +11,686 +112%
RAM
1284
Redmond Asset Management
Virginia
$4.67M -$658K -3,127 -12%
CFSG
1285
Community Financial Services Group
Vermont
$4.67M +$152K +721 +3%
KFBMI
1286
Kentucky Farm Bureau Mutual Insurance
Kentucky
$4.66M
MGAM
1287
McGowan Group Asset Management
Texas
$4.65M -$181K -862 -4%
TA
1288
Tiedemann Advisors
New York
$4.65M -$81.7K -388 -2%
DAS
1289
Dynamic Advisor Solutions
Arizona
$4.64M -$134K -636 -3%
EH
1290
Equitable Holdings
New York
$4.63M +$270K +1,283 +6%
HI
1291
Harbour Investments
Wisconsin
$4.62M +$4.6M +21,836 New
MYIA
1292
Mount Yale Investment Advisors
Colorado
$4.61M -$434K -2,061 -9%
EWM
1293
Endurance Wealth Management
Rhode Island
$4.61M +$84.8K +403 +2%
SGAM
1294
Smith Group Asset Management
Texas
$4.59M -$4.16M -19,765 -48%
AFWM
1295
AMJ Financial Wealth Management
Virginia
$4.58M +$4.56M +21,653 New
GGS
1296
Galvin Gaustad & Stein
Arizona
$4.57M +$338K +1,607 +8%
MCP
1297
Mirador Capital Partners
California
$4.57M +$348K +1,654 +8%
GIM
1298
Goelzer Investment Management
Indiana
$4.56M -$195K -925 -4%
WGCA
1299
Wolf Group Capital Advisors
Virginia
$4.55M -$817K -3,879 -15%
TCA
1300
Transcend Capital Advisors
New Jersey
$4.54M -$110K -521 -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.