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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
JIP
1476
Jaffetilchin Investment Partners
Florida
$3.36M +$1.16M +5,533 +54%
DR
1477
Davis Rea
Ontario, Canada
$3.36M +$14.9K +71 +0.4%
TCOK
1478
Trust Company of Kansas
Kansas
$3.35M +$974K +4,627 +41%
ZCI
1479
Zevenbergen Capital Investments
Washington
$3.34M +$208K +990 +7%
KA
1480
Kovack Advisors
Florida
$3.34M +$382K +1,813 +13%
FMTCOCP
1481
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.32M -$28.4K -135 -0.9%
MLIC
1482
Mandatum Life Insurance Company
Finland
$3.32M +$316K +1,500 +11%
GCM
1483
Gables Capital Management
Florida
$3.31M -$358K -1,700 -10%
CDH
1484
Charles D. Hyman
$3.31M
TPM
1485
Triasima Portfolio Management
Quebec, Canada
$3.31M +$1.33M +6,310 +68%
GBT
1486
Grove Bank & Trust
Florida
$3.31M +$27.6K +131 +0.8%
WAP
1487
Wealthcare Advisory Partners
Pennsylvania
$3.31M +$544K +2,585 +20%
CIC
1488
Chase Investment Counsel
Virginia
$3.3M -$64.2K -305 -2%
AFP
1489
Ausdal Financial Partners
Iowa
$3.3M +$231K +1,097 +8%
ISWM
1490
Independent Solutions Wealth Management
New York
$3.28M +$501K +2,381 +18%
FWM
1491
Fairhaven Wealth Management
Illinois
$3.28M +$449K +2,135 +16%
IC
1492
Immersion Capital
United Kingdom
$3.27M -$2.64M -12,530 -45%
BPA
1493
Beacon Pointe Advisors
California
$3.27M +$20.2K +96 +0.6%
PTC
1494
Private Trust Company
Ohio
$3.27M -$214K -1,016 -6%
BJL
1495
Brighton Jones LLC
Washington
$3.27M +$336K +1,595 +12%
HVP
1496
Hudson Value Partners
Florida
$3.27M +$144K +685 +5%
PHS
1497
Pekin Hardy Strauss
Illinois
$3.27M +$129K +612 +4%
PAMG
1498
Patton Albertson Miller Group
Tennessee
$3.27M -$84.4K -401 -3%
WA
1499
WBH Advisory
Maryland
$3.27M +$1.31M +6,231 +68%
IIA
1500
ICW Investment Advisors
Arizona
$3.26M +$421 +2 +0%

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.