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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
NIMI
1326
Natixis Investment Managers International
France
$4.33M +$87.4K +415 +2%
VLC
1327
Van Leeuwen & Company
New Jersey
$4.32M -$126K -600 -3%
AWM
1328
Apollon Wealth Management
South Carolina
$4.31M -$2.48M -11,765 -37%
BFM
1329
Boothbay Fund Management
New York
$4.31M -$5.06M -24,018 -54%
S
1330
swisspartners
Liechtenstein
$4.3M -$510K -2,423 -11%
PFS
1331
Physicians Financial Services
North Carolina
$4.28M +$358K +1,699 +9%
SAM
1332
Security Asset Management
New York
$4.27M +$522K +2,482 +14%
PCA
1333
Personal Capital Advisors
California
$4.27M -$43.6K -207 -1%
MM
1334
Meridian Management
Arkansas
$4.27M +$173K +821 +4%
KA
1335
Kintegral Advisory
New York
$4.26M
AssetMark Inc
1336
AssetMark Inc
California
$4.25M -$289K -1,373 -6%
JGGDR
1337
JGP Global Gestao de Recursos
Brazil
$4.25M +$4.22M +20,057 New
UBPAM
1338
Union Bancaire Privee Asset Management
New York
$4.24M -$1.5M -7,114 -26%
GWSG
1339
GPS Wealth Strategies Group
Colorado
$4.24M -$244K -1,161 -5%
GCM
1340
Glynn Capital Management
California
$4.24M
OCM
1341
One Capital Management
California
$4.23M +$297K +1,409 +8%
AWM
1342
Altium Wealth Management
New York
$4.23M -$48.2K -229 -1%
BKA
1343
Brick & Kyle Associates
Pennsylvania
$4.23M +$111K +527 +3%
SXL
1344
Summit X LLC
Missouri
$4.22M +$133K +633 +3%
SFSIG
1345
San Francisco Sentry Investment Group
California
$4.22M +$33.9K +161 +0.8%
BWL
1346
Bogart Wealth LLC
Virginia
$4.22M +$1.22M +5,793 +41%
HBT
1347
Hills Bank & Trust
Iowa
$4.21M -$61.5K -292 -1%
CCG
1348
Ceeto Capital Group
Florida
$4.2M -$21K -100 -0.5%
TVWM
1349
Tower View Wealth Management
Wisconsin
$4.2M +$40.2K +191 +1%
DPIM
1350
Duff & Phelps Investment Management
Illinois
$4.2M

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.