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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
TFS
1676
TrustCore Financial Services
Tennessee
$2.34M -$50.3K -239 -2%
QCG
1677
Quadrant Capital Group
Ohio
$2.34M +$434K +2,064 +23%
OAM
1678
Optimal Asset Management
California
$2.33M +$1.28M +6,100 +124%
SF
1679
Symphony Financial
Texas
$2.33M -$2.5M -11,895 -52%
FCM
1680
Fortis Capital Management
Washington
$2.32M +$2.07M +9,813 +865%
ANHIM
1681
Alan N. Hoffman Investment Management
Massachusetts
$2.31M -$145K -691 -6%
CI
1682
CX Institutional
Indiana
$2.31M +$711K +3,376 +45%
HCM
1683
Hodges Capital Management
Texas
$2.31M -$10.5K -50 -0.5%
NL
1684
Navalign LLC
California
$2.3M +$2.29M +10,879 New
CWM
1685
Connecticut Wealth Management
Connecticut
$2.29M +$33.7K +160 +1%
HCCM
1686
Hudson Canyon Capital Management
New York
$2.29M -$175K -830 -7%
BWM
1687
BNC Wealth Management
Oregon
$2.29M +$119K +564 +6%
TP
1688
Tranquility Partners
Tennessee
$2.28M -$76.8K -365 -3%
NHC
1689
Nicholas Hoffman & Company
Georgia
$2.27M +$144K +686 +7%
PHIMC
1690
Private Harbour Investment Management & Counsel
Ohio
$2.27M -$100K -476 -4%
ARMT
1691
Amica Retiree Medical Trust
Rhode Island
$2.27M
CWAG
1692
Compton Wealth Advisory Group
Virginia
$2.27M +$74.3K +353 +3%
KFC
1693
Klingenstein Fields & Co
New York
$2.25M -$305K -1,450 -12%
AAM
1694
Azzad Asset Management
Virginia
$2.25M +$82.9K +394 +4%
HBT
1695
Heartland Bank & Trust
Illinois
$2.25M -$135K -639 -6%
AWA
1696
ARS Wealth Advisors
Florida
$2.25M +$12.6K +60 +0.6%
AFG
1697
Alterity Financial Group
Maine
$2.25M +$2.13M +10,122 New
ATWA
1698
Arbor Trust Wealth Advisors
Michigan
$2.23M -$10.5K -50 -0.5%
FLSMF
1699
Fundsmith Long/Short Master Fund
Cayman Islands
$2.23M +$2.31K +11 +0.1%
NFC
1700
Northeast Financial Consultants
Connecticut
$2.23M +$36.4K +173 +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.