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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
CIM
1401
Corbyn Investment Management
Maryland
$3.8M +$13.7K +65 +0.4%
WBC
1402
West Branch Capital
Massachusetts
$3.79M -$219K -1,040 -5%
FPS
1403
Fieldpoint Private Securities
Connecticut
$3.79M -$372K -1,769 -9%
WDA
1404
Wendell David Associates
New Hampshire
$3.79M +$101K +480 +3%
HWM
1405
Hohimer Wealth Management
Washington
$3.78M +$400K +1,899 +12%
BFA
1406
Benedict Financial Advisors
Georgia
$3.78M +$779K +3,699 +26%
FTDI
1407
First Trust Direct Indexing
Massachusetts
$3.77M +$273K +1,296 +8%
CWA
1408
Clarity Wealth Advisors
California
$3.77M +$179K +849 +5%
WSTAM
1409
Wilbanks Smith & Thomas Asset Management
Virginia
$3.77M -$7.16K -34 -0.2%
AFC
1410
AFT Forsyth & Company
Florida
$3.76M -$33.7K -160 -0.9%
RWM
1411
Ritholtz Wealth Management
New York
$3.75M +$1.53M +7,275 +70%
ACM
1412
Alpha Capital Management
Texas
$3.75M +$73.9K +351 +2%
OPW
1413
Oxler Private Wealth
New York
$3.75M +$4.84K +23 +0.1%
RCM
1414
RB Capital Management
Nevada
$3.75M +$116K +552 +3%
FMBTD
1415
First Midwest Bank Trust Division
Illinois
$3.75M -$1.05M -4,968 -22%
TGAM
1416
TBH Global Asset Management
Tennessee
$3.72M -$530K -2,518 -13%
VAS
1417
Valicenti Advisory Services
New York
$3.72M +$3.7M +17,585 New
SW
1418
StrongBox Wealth
Missouri
$3.72M +$436K +2,072 +13%
SFA
1419
Souders Financial Advisors
Ohio
$3.71M +$229K +1,089 +7%
RIM
1420
Regent Investment Management
Kentucky
$3.71M +$359K +1,705 +11%
MKA
1421
M. Kulyk & Associates
Georgia
$3.7M +$730K +3,468 +25%
GCM
1422
Geneva Capital Management
Wisconsin
$3.69M -$33.9K -161 -0.9%
JF
1423
Jump Financial
Illinois
$3.69M +$2.89M +13,745 +375%
SP
1424
Symmetry Partners
Connecticut
$3.67M -$495K -2,353 -12%
TH
1425
TCTC Holdings
Texas
$3.65M +$1.08M +5,151 +43%

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.