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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
AWM
1701
Avitas Wealth Management
California
$2.22M +$851K +4,042 +63%
AG
1702
Algert Global
California
$2.22M -$247K -1,173 -10%
TWM
1703
Tolleson Wealth Management
Texas
$2.22M
GCA
1704
Genesee Capital Advisors
New York
$2.2M +$126K +600 +6%
BCM
1705
Bienville Capital Management
New York
$2.2M +$1.57M +7,445 +253%
SHWM
1706
Silicon Hills Wealth Management
Texas
$2.2M
FHA
1707
First Horizon Advisors
Tennessee
$2.2M +$153K +726 +8%
NFG
1708
Northeast Financial Group
Pennsylvania
$2.19M +$442K +2,099 +25%
MC
1709
Martin & Co
Tennessee
$2.19M -$45.9K -218 -2%
SWA
1710
SFMG Wealth Advisors
Texas
$2.18M +$84.6K +402 +4%
CAM
1711
Centre Asset Management
New York
$2.18M -$112K -530 -5%
HAC
1712
Harbor Advisory Corp
New Hampshire
$2.17M +$575K +2,734 +36%
CCT
1713
Country Club Trust
Missouri
$2.17M +$48.2K +229 +2%
GRP
1714
Global Retirement Partners
California
$2.16M +$29.3K +139 +1%
CW
1715
CreativeOne Wealth
Kansas
$2.15M -$60.6K -288 -3%
AWA
1716
Aaron Wealth Advisors
Illinois
$2.15M +$113K +539 +6%
SSCA
1717
South Shore Capital Advisors
Massachusetts
$2.14M -$435K -2,065 -17%
LD
1718
Lipe & Dalton
New York
$2.14M -$73.7K -350 -3%
MFG
1719
MidWestOne Financial Group
Iowa
$2.14M -$1.89K -9 -0.1%
MWM
1720
Midwest Wealth Management
Indiana
$2.14M +$76.8K +365 +4%
AIM
1721
Acropolis Investment Management
Missouri
$2.13M -$49.3K -234 -2%
WWM
1722
WT Wealth Management
Arizona
$2.13M +$234K +1,110 +12%
TNAM
1723
Terra Nova Asset Management
New York
$2.13M -$733K -3,480 -26%
GFP
1724
Gryphon Financial Partners
Ohio
$2.13M +$132K +627 +7%
CL
1725
CIM LLC
New York
$2.12M -$44.8K -213 -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.