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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
MWA
1501
Meridian Wealth Advisors
Texas
$3.25M +$380K +1,807 +13%
CANC
1502
Culbertson A N & Co
Virginia
$3.25M -$21K -100 -0.6%
GIM
1503
Guardian Investment Management
California
$3.22M +$1.27M +6,050 +12%
CA
1504
Crewe Advisors
Utah
$3.22M +$2.53K +12 +0.1%
ADL
1505
Asset Dedication LLC
California
$3.21M -$482K -2,288 -13%
RFA
1506
Reilly Financial Advisors
California
$3.2M -$98.3K -467 -3%
WCM
1507
Washburn Capital Management
Florida
$3.19M -$345K -1,637 -10%
DJSG
1508
D.J. St. Germain
Massachusetts
$3.18M +$45.3K +215 +1%
EP
1509
Eudaimonia Partners
Tennessee
$3.18M -$228K -1,081 -7%
ACM
1510
Advent Capital Management
New York
$3.18M
MFS
1511
Monetta Financial Services
Illinois
$3.18M
SFA
1512
Sequoia Financial Advisors
Ohio
$3.17M -$80.4K -382 -2%
NFG
1513
Nations Financial Group
Iowa
$3.16M +$101K +480 +3%
SFM
1514
Signet Financial Management
New Jersey
$3.15M +$49K +233 +2%
BHWM
1515
Bar Harbor Wealth Management
New Hampshire
$3.15M -$3.8M -18,071 -55%
AIC
1516
Ameritas Investment Company
Nebraska
$3.14M +$1.84M +8,735 +144%
QFA
1517
Quattro Financial Advisors
Texas
$3.13M +$2.93M +13,901 New
FLI
1518
Family Legacy Inc
South Carolina
$3.12M +$606K +2,881 +24%
NC
1519
NBW Capital
Massachusetts
$3.11M +$190K +904 +7%
NCGI
1520
Next Century Growth Investors
Minnesota
$3.1M -$243K -1,156 -7%
TSW
1521
Thompson Siegel & Walmsley
Virginia
$3.09M +$152K +721 +5%
IBOK
1522
Independence Bank of Kentucky
Kentucky
$3.09M +$135K +642 +5%
WCM
1523
Wunderlich Capital Managemnt
Tennessee
$3.08M -$4K -19 -0.1%
DC
1524
Diametric Capital
Massachusetts
$3.07M +$1.38M +6,549 +82%
SOAMC
1525
Spirit of America Management Corp
New York
$3.07M -$642K -3,050 -17%

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.