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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
JSC
1351
Jackson Square Capital
California
$4.18M -$313K -1,489 -7%
BEC
1352
Blue Edge Capital
Virginia
$4.18M +$36K +171 +0.9%
PCA
1353
Pallas Capital Advisors
Massachusetts
$4.15M +$3.87M +18,382 New
GI
1354
GS Investments
Minnesota
$4.15M -$57.9K -275 -1%
TIM
1355
Thompson Investment Management
Wisconsin
$4.12M +$1.05K +5 +0%
B
1356
Barings
North Carolina
$4.08M -$1.15M -5,483 -22%
ANTB
1357
AMG National Trust Bank
Colorado
$4.08M -$284K -1,347 -7%
FIM
1358
FWL Investment Management
Texas
$4.05M +$494K +2,346 +14%
ARI
1359
Applied Research Investments
Delaware
$4.05M +$1.16M +5,516 +41%
OLA
1360
Oliver Luxxe Assets
New Jersey
$4.04M +$135K +640 +3%
PHK
1361
Point72 Hong Kong
Hong Kong
$4.02M -$8.68M -41,247 -68%
M
1362
Mirova
France
$4.02M +$51.6K +245 +1%
GEA
1363
Glen Eagle Advisors
New Jersey
$4.02M +$622K +2,956 +19%
SWM
1364
SeaCrest Wealth Management
New York
$4.01M +$81.5K +387 +2%
HFM
1365
Hartford Financial Management
Connecticut
$4.01M +$86.9K +413 +2%
MMC
1366
Mizuho Markets Cayman
Cayman Islands
$4M -$2.8M -13,300 -41%
FBT
1367
First Bankers Trust
Kentucky
$3.99M -$610K -2,898 -13%
NC
1368
Northcape Capital
Australia
$3.98M +$608K +2,890 +18%
MWM
1369
Meridian Wealth Management
Kentucky
$3.97M +$101K +481 +3%
SC
1370
Scholtz & Company
Connecticut
$3.96M +$50.5K +240 +1%
AF
1371
Advisornet Financial
Minnesota
$3.96M +$262K +1,247 +7%
GCC
1372
Guardian Capital (Canada)
Ontario, Canada
$3.95M -$103K -490 -3%
AAMA
1373
Advanced Asset Management Advisors
Ohio
$3.95M
MC
1374
Mayar Capital
United Kingdom
$3.94M +$3.92M +18,624 New
PFO
1375
Pathstone Family Office
New Jersey
$3.94M +$3.35M +15,926 +598%

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.