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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
JFGLC
1626
Johnson Financial Group LLC (Colorado)
Colorado
$2.54M +$2.53M +12,000 New
HIP
1627
Harrell Investment Partners
Texas
$2.54M -$186K -885 -7%
KMWM
1628
Keudell/Morrison Wealth Management
Oregon
$2.54M +$1.89K +9 +0.1%
LHC
1629
Little House Capital
Massachusetts
$2.54M +$324K +1,539 +15%
EPC
1630
Emerson Point Capital
New York
$2.53M -$9.7M -46,064 -79%
CFMC
1631
Curbstone Financial Management Corp
New Hampshire
$2.52M +$8.42K +40 +0.3%
WIS
1632
Wright Investors Service
Connecticut
$2.51M -$1.86M -8,853 -43%
NFG
1633
Next Financial Group
Texas
$2.51M -$813K -3,861 -25%
PCS
1634
Personal CFO Solutions
New Jersey
$2.5M +$93.7K +445 +4%
SFP
1635
Sandbox Financial Partners
Maryland
$2.5M -$22.3K -106 -0.9%
RMAM
1636
Raab & Moskowitz Asset Management
New Jersey
$2.49M +$788K +3,743 +47%
GKFF
1637
George Kaiser Family Foundation
Oklahoma
$2.48M
VLKIM
1638
Van Lanschot Kempen Investment Management
Netherlands
$2.48M -$445K -2,116 -15%
WWM
1639
Wolff Wiese Magana
California
$2.48M +$256K +1,216 +12%
MBT
1640
Montecito Bank & Trust
California
$2.48M -$156K -740 -6%
BFS
1641
Bard Financial Services
Connecticut
$2.47M
MFW
1642
Meristem Family Wealth
Minnesota
$2.47M +$8.21K +39 +0.3%
WAS
1643
WESPAC Advisors SoCal
California
$2.47M +$192K +914 +8%
MCM
1644
MV Capital Management
Maryland
$2.47M +$319K +1,514 +15%
PH
1645
Pinnacle Holdings
Oklahoma
$2.46M -$7.37K -35 -0.3%
RIA
1646
Realta Investment Advisors
Delaware
$2.45M +$309K +1,466 +14%
Voloridge Investment Management
1647
Voloridge Investment Management
Florida
$2.45M +$2.44M +11,575 New
SCA
1648
Strategic Capital Advisers
Colorado
$2.45M -$167K -792 -6%
AA
1649
Auxano Advisors
Washington
$2.44M +$8K +38 +0.3%
RCIM
1650
Russell Clark Investment Management
United Kingdom
$2.44M

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.