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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
ECG
1751
Edge Capital Group
Georgia
$2.02M -$112K -533 -5%
CAWM
1752
Capital Advisors Wealth Management
Washington
$2.02M +$2.01M +9,543 New
RFN
1753
RDA Financial Network
Iowa
$2.02M +$175K +830 +10%
REMPR
1754
Roof Eidam Maycock Peralta (REMP)
California
$2.01M -$21K -100 -1%
KC
1755
Kingfisher Capital
North Carolina
$2M +$128K +607 +7%
JCM
1756
Jacobsen Capital Management
Utah
$1.99M +$130K +617 +7%
HCM
1757
Hollencrest Capital Management
California
$1.99M -$801K -3,807 -29%
KWA
1758
KCS Wealth Advisory
California
$1.99M +$180K +856 +10%
BFG
1759
Beacon Financial Group
Texas
$1.98M
WB
1760
WesBanco Bank
West Virginia
$1.97M +$1.96M +9,314 New
MFA
1761
Mayflower Financial Advisors
Massachusetts
$1.97M -$4.42K -21 -0.2%
QI
1762
Qtron Investments
Massachusetts
$1.97M -$144K -686 -7%
PP
1763
Pacifica Partners
Canada
$1.96M -$35.2K -167 -2%
PFBT
1764
Parkside Financial Bank & Trust
Missouri
$1.95M -$165K -786 -8%
IC
1765
Inscription Capital
Texas
$1.95M -$96.2K -457 -5%
HCA
1766
Horan Capital Advisors
Ohio
$1.95M +$6.1K +29 +0.3%
DI
1767
DAGCO Inc
Ohio
$1.95M +$50.1K +238 +3%
QWM
1768
QP Wealth Management
New Jersey
$1.95M -$10.5K -50 -0.5%
CB
1769
Community Bank
New York
$1.94M +$39.4K +187 +2%
IAS
1770
IMA Advisory Services
Colorado
$1.94M +$76.6K +364 +4%
SVWAG
1771
Sound View Wealth Advisors Group
Georgia
$1.93M +$150K +712 +8%
SS
1772
Simplicity Solutions
Minnesota
$1.93M -$16.2M -76,874 -89%
PMFA
1773
Plante Moran Financial Advisors
Michigan
$1.93M -$229K -1,090 -11%
WSC
1774
White Square Capital
United Kingdom
$1.93M +$1.92M +9,118 New
AC
1775
Avestar Capital
New York
$1.93M +$221K +1,049 +15%

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.