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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
UAM
1576
Unison Asset Management
Florida
$2.79M
JFGIW
1577
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.79M +$38.1K +181 +1%
AWM
1578
Aries Wealth Management
Maine
$2.79M +$432K +2,050 +20%
CWM
1579
CMH Wealth Management
New Hampshire
$2.78M +$14.5K +69 +0.5%
BPCA
1580
Bank Pictet & Cie (Asia)
Singapore
$2.78M +$188K +893 +7%
BPGAM
1581
BTG Pactual Global Asset Management
Bermuda
$2.78M +$2.76M +13,120 New
OAM
1582
Oak Asset Management
California
$2.77M -$1.89K -9 -0.1%
FIM
1583
Fernwood Investment Management
Massachusetts
$2.77M -$281K -1,335 -9%
MF
1584
Manchester Financial
California
$2.77M -$239K -1,136 -8%
HIM
1585
HawsGoodwin Investment Management
Tennessee
$2.77M +$287K +1,364 +12%
ABC
1586
Associated Banc-Corp
Wisconsin
$2.76M -$1.8M -8,563 -33%
AO
1587
Advisor OS
Illinois
$2.76M +$358K +1,702 +15%
AOWM
1588
Alpha Omega Wealth Management
Virginia
$2.76M -$78.9K -375 -3%
CNC
1589
Canandaigua National Corp
New York
$2.76M -$209K -991 -7%
CCM
1590
Canal Capital Management
Virginia
$2.75M +$353K +1,677 +15%
WC
1591
Wexford Capital
Florida
$2.75M +$2.74M +13,000 New
RCAG
1592
Rehmann Capital Advisory Group
Michigan
$2.75M +$117K +555 +4%
MGIA
1593
Moneta Group Investment Advisors
Missouri
$2.75M +$1.31M +6,240 +92%
BWAM
1594
Boyd Watterson Asset Management
Ohio
$2.75M -$154K -730 -5%
CAM
1595
Cubic Asset Management
Massachusetts
$2.74M +$63.4K +301 +2%
FIA
1596
Foundations Investment Advisors
Arizona
$2.74M +$716K +3,400 +37%
PCIA
1597
Prime Capital Investment Advisors
Kansas
$2.72M +$595K +2,828 +28%
WI
1598
WrapManager Inc
California
$2.72M +$81.5K +387 +3%
KFP
1599
KMG Fiduciary Partners
Ohio
$2.72M -$9.26K -44 -0.3%
EA
1600
Ellsworth Advisors
Ohio
$2.71M +$54.5K +259 +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.