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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
MSFP
1726
Mark Sheptoff Financial Planning
Connecticut
$2.12M
MAWCM
1727
Mine & Arao Wealth Creation & Management
California
$2.12M +$101K +481 +5%
CCMG
1728
Clark Capital Management Group
Pennsylvania
$2.12M +$155K +736 +8%
CM
1729
Crestline Management
Texas
$2.12M -$779K -3,700 -27%
KSCM
1730
Kamunting Street Capital Management
Florida
$2.12M +$458K +2,176 +28%
LOAMU
1731
Lombard Odier Asset Management (USA)
New York
$2.12M +$2.1M +10,000 New
1W
1732
1776 Wealth
Georgia
$2.11M -$1.68K -8 -0.1%
BS
1733
Boenning & Scattergood
Pennsylvania
$2.11M +$79.8K +379 +4%
AC
1734
Arjuna Capital
North Carolina
$2.1M +$143K +680 +7%
Koshinski Asset Management
1735
Koshinski Asset Management
Illinois
$2.1M +$181K +862 +10%
Verition Fund Management
1736
Verition Fund Management
Connecticut
$2.09M +$2.08M +9,883 New
MCC
1737
Malaga Cove Capital
California
$2.09M +$220K +1,043 +12%
CWM
1738
Cornerstone Wealth Management
Missouri
$2.07M -$11.4K -54 -0.5%
NF
1739
Nikulski Financial
Iowa
$2.06M +$204K +969 +11%
SPFA
1740
Summit Place Financial Advisors
New Jersey
$2.05M -$9.47K -45 -0.5%
CIM
1741
CIM Investment Management
Pennsylvania
$2.05M -$69.5K -330 -3%
VF
1742
Virtu Financial
New York
$2.04M -$156K -742 -7%
PRC
1743
Pearl River Capital
Michigan
$2.04M +$2.03M +9,642 New
FWM
1744
ForthRight Wealth Management
Georgia
$2.04M +$2.03M +9,643 New
TW
1745
TrinityPoint Wealth
Connecticut
$2.04M -$674K -3,203 -25%
RWB
1746
RMR Wealth Builders
New Jersey
$2.04M +$660K +3,136 +48%
EWG
1747
Executive Wealth Group
Washington
$2.04M -$4.21K -20 -0.2%
SIM
1748
Sterling Investment Management
Arizona
$2.04M -$105K -497 -5%
HDIM
1749
Hanson & Doremus Investment Management
Vermont
$2.03M +$141K +669 +8%
PIG
1750
Pantheon Investment Group
California
$2.03M +$185K +878 +10%

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.