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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
NAM
1301
NorthCoast Asset Management
Connecticut
$4.54M +$1.72M +8,159 +61%
MCM
1302
Mitchell Capital Management
Kansas
$4.54M -$254K -1,209 -5%
MMG
1303
Monetary Management Group
Missouri
$4.52M -$274K -1,300 -6%
NG
1304
NWK Group
California
$4.52M -$57.5K -273 -1%
LWMM
1305
Legacy Wealth Management (Mississippi)
Mississippi
$4.51M +$52.2K +248 +1%
CNBTD
1306
Citizens National Bank Trust Department
Mississippi
$4.49M +$163K +775 +4%
Wealth Enhancement Advisory Services
1307
Wealth Enhancement Advisory Services
Minnesota
$4.48M +$419K +1,992 +11%
HAG
1308
HighPoint Advisor Group
Illinois
$4.48M +$340K +1,615 +9%
KA
1309
Kerrisdale Advisers
Florida
$4.48M
LSPW
1310
Lake Street Private Wealth
Illinois
$4.47M -$137K -650 -3%
CSA
1311
Cottage Street Advisors
Massachusetts
$4.47M -$84.4K -401 -2%
MMM
1312
Mendel Money Management
Illinois
$4.45M +$30.5K +145 +0.7%
HAIM
1313
Hunter Associates Investment Management
Pennsylvania
$4.45M +$55.4K +263 +1%
OCM
1314
Olstein Capital Management
New York
$4.45M
MCM
1315
Maryland Capital Management
Maryland
$4.44M -$12.6K -60 -0.3%
GW
1316
GW & Wade
Massachusetts
$4.44M +$1.74M +8,289 +65%
IMOV
1317
Investment Management of Virginia
Virginia
$4.44M +$53.3K +253 +1%
CPIG
1318
Chicago Partners Investment Group
Illinois
$4.41M +$240K +1,142 +6%
PP
1319
PDT Partners
New York
$4.38M -$616K -2,926 -12%
SAM
1320
SP Asset Management
California
$4.38M +$5.68K +27 +0.1%
S
1321
Surevest
California
$4.38M +$303K +1,440 +7%
CF
1322
Centaurus Financial
California
$4.37M +$240K +1,142 +6%
SB
1323
Strategic Blueprint
Georgia
$4.36M +$3.32M +15,762 +326%
SCP
1324
Silverleafe Capital Partners
Tennessee
$4.36M +$562K +2,670 +15%
SAM
1325
Stansberry Asset Management
Texas
$4.35M +$32K +152 +0.7%

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.