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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
CGL
1426
Clarius Group LLC
Washington
$3.65M +$171K +812 +5%
FMB
1427
Field & Main Bank
Kentucky
$3.64M -$581K -2,762 -14%
HH
1428
Hilltop Holdings
Texas
$3.63M -$92.4K -439 -2%
NAM
1429
NTV Asset Management
West Virginia
$3.63M
NB
1430
NBT Bank
New York
$3.63M +$433K +2,056 +14%
BHA
1431
Beech Hill Advisors
New York
$3.62M +$257K +1,222 +8%
WKWM
1432
Walter & Keenan Wealth Management
Indiana
$3.62M -$109K -518 -3%
BST
1433
Bath Savings Trust
Maine
$3.62M +$293K +1,394 +9%
VWM
1434
Venturi Wealth Management
Texas
$3.61M -$42.3K -201 -1%
CC
1435
Cadinha & Co
Hawaii
$3.61M +$126K +600 +4%
FMT
1436
First Mercantile Trust
Tennessee
$3.6M -$111K -529 -3%
IG
1437
ING Group
Netherlands
$3.6M -$6.6M -31,347 -65%
WPC
1438
White Pine Capital
Minnesota
$3.59M -$16.8K -80 -0.5%
BOS
1439
Bank of Stockton
California
$3.58M -$282K -1,338 -7%
ST
1440
Smithfield Trust
Pennsylvania
$3.58M -$4.84K -23 -0.1%
AWA
1441
AmeriServ Wealth Advisors
Pennsylvania
$3.58M +$59.1K +281 +2%
KJHP
1442
K.J. Harrison & Partners
Ontario, Canada
$3.57M -$2.1K -10 -0.1%
TFS
1443
Thoroughbred Financial Services
Tennessee
$3.56M +$304K +1,446 +9%
NCM
1444
Northside Capital Management
Oregon
$3.55M
CCA
1445
Checchi Capital Advisers
California
$3.55M -$46.7K -222 -1%
IAN
1446
Integrated Advisors Network
Texas
$3.55M +$891K +4,235 +34%
WG
1447
Watchman Group
Texas
$3.54M +$17.1K +81 +0.5%
CH
1448
Canton Hathaway
Rhode Island
$3.54M +$109K +520 +3%
NO
1449
Ninety One
South Africa
$3.54M
PT
1450
Plimoth Trust
Massachusetts
$3.54M +$455K +2,162 +15%

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.