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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
WG
1526
Welch Group
Alabama
$3.06M +$45K +214 +2%
AA
1527
Altman Advisors
Illinois
$3.05M -$445K -2,114 -13%
HAI
1528
Hennessy Advisors Inc
California
$3.05M +$505K +2,400 +20%
BCWM
1529
Bartlett & Co Wealth Management
Ohio
$3.05M +$20K +95 +0.7%
BC
1530
Bartlett & Co
Ohio
$3.05M +$20K +95 +0.7%
AT
1531
Arden Trust
Delaware
$3.04M -$166K -787 -5%
WP
1532
Waycross Partners
Kentucky
$3.03M +$631K +3,000 +27%
ESB
1533
Essex Savings Bank
Connecticut
$3.03M -$184K -874 -6%
PCMK
1534
Paragon Capital Management (Kansas)
Kansas
$3.02M -$66.1K -314 -2%
PFA
1535
Paradigm Financial Advisors
Missouri
$3.01M -$249K -1,182 -8%
JPC
1536
Jabodon PT Co
Nevada
$3M +$2.98M +14,161 New
PGIM
1537
Pacific Global Investment Management
California
$2.99M -$2.31K -11 -0.1%
CCM
1538
Compton Capital Management
Rhode Island
$2.98M +$10.5K +50 +0.4%
GPFA
1539
Game Plan Financial Advisors
Ohio
$2.98M +$1.25M +5,945 +74%
AWA
1540
Arete Wealth Advisors
Illinois
$2.97M +$5.68K +27 +0.2%
CICI
1541
Capital Investment Counsel Inc
North Carolina
$2.97M +$57.9K +275 +2%
JI
1542
Jeereddi Investments
California
$2.97M
FMTC
1543
Farmers & Merchants Trust Company
California
$2.95M +$279K +1,327 +11%
SGA
1544
Strategic Global Advisors
California
$2.95M +$22.9K +109 +0.8%
EM
1545
Excalibur Management
Massachusetts
$2.94M +$92.4K +439 +3%
LAIC
1546
Lederer & Associates Investment Counsel
California
$2.94M -$68.2K -324 -2%
FSA
1547
Fort Sheridan Advisors
Illinois
$2.94M +$111K +525 +4%
CIP
1548
Chartwell Investment Partners
Pennsylvania
$2.94M +$209K +994 +8%
HA
1549
Hamel Associates
New Jersey
$2.93M +$27.8K +132 +1%
BAM
1550
Belpointe Asset Management
Nevada
$2.93M +$58.9K +280 +2%

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.