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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
UCMOK
1451
United Capital Management of KS
Kansas
$3.53M -$2.39M -11,342 -40%
JAG
1452
Journey Advisory Group
Kentucky
$3.53M +$36.2K +172 +1%
SI
1453
Shaker Investments
Ohio
$3.52M -$617K -2,930 -15%
SA
1454
SRN Advisors
Pennsylvania
$3.52M +$1.37M +6,492 +64%
HI
1455
Horizon Investments
North Carolina
$3.5M +$3.48M +16,554 New
ECAM
1456
East Coast Asset Management
Massachusetts
$3.5M +$44.8K +213 +1%
PLFAM
1457
Pineno Levin & Ford Asset Management
Virginia
$3.5M -$105K -500 -3%
DP
1458
Dearborn Partners
Illinois
$3.5M -$128K -610 -4%
CFS
1459
CRA Financial Services
New Jersey
$3.5M +$52.2K +248 +2%
ZB
1460
Zions Bancorporation
Utah
$3.5M +$555K +2,637 +19%
MA
1461
Mutual Advisors
Nebraska
$3.48M -$275K -1,305 -7%
LS
1462
Leelyn Smith
Illinois
$3.46M +$199K +945 +6%
LSA
1463
L & S Advisors
California
$3.45M -$1.42M -6,750 -29%
HIP
1464
HUB Investment Partners
Texas
$3.45M +$539K +2,560 +19%
TSWM
1465
Triangle Securities Wealth Management
North Carolina
$3.44M -$16.8K -80 -0.5%
KTM
1466
Keeler Thomas Management
Utah
$3.43M +$229K +1,088 +7%
FSA
1467
Franklin Street Advisors
North Carolina
$3.42M +$2.87M +13,644 +538%
WPW
1468
Waldron Private Wealth
Pennsylvania
$3.42M +$57.3K +272 +2%
LOPW
1469
Live Oak Private Wealth
North Carolina
$3.42M +$185K +877 +6%
AC
1470
Asio Capital
Kentucky
$3.41M -$387K -1,839 -10%
FAM
1471
Fulcrum Asset Management
United Kingdom
$3.41M
KOCAA
1472
Knights of Columbus Asset Advisors
Connecticut
$3.39M -$3.12M -14,805 -48%
PP
1473
Pegasus Partners
Wisconsin
$3.37M +$8.42K +40 +0.3%
OWP
1474
Obermeyer Wealth Partners
Colorado
$3.37M +$728K +3,459 +28%
BCFS
1475
Butensky & Cohen Financial Security
Florida
$3.36M +$239K +1,134 +8%

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.