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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
CCM
1776
Crew Capital Management
Ohio
$1.92M +$1.91M +9,086 New
SW
1777
SteelPeak Wealth
California
$1.91M +$141K +672 +8%
RMC
1778
Resources Management Corp
Connecticut
$1.91M -$50.5K -240 -3%
VFM
1779
Viking Fund Management
North Dakota
$1.91M +$421K +2,000 +29%
UBG
1780
United Bank (Georgia)
Georgia
$1.9M -$61.5K -292 -3%
C
1781
Certuity
Florida
$1.88M +$233K +1,106 +14%
AUB
1782
Atlantic Union Bankshares
Virginia
$1.88M -$151K -715 -7%
ICM
1783
IMS Capital Management
Oregon
$1.88M -$10.3K -49 -0.5%
GTAM
1784
Global Trust Asset Management
Florida
$1.88M -$33.7K -160 -2%
BAM
1785
Beaumont Asset Management
Texas
$1.86M +$132K +629 +8%
GP
1786
Greenline Partners
New York
$1.86M +$10.1K +48 +0.6%
TA
1787
Townsend & Associates
Colorado
$1.86M +$96.8K +460 +6%
CA
1788
Callahan Advisors
Texas
$1.85M
BCA
1789
Berman Capital Advisors
Georgia
$1.85M +$72.6K +345 +4%
SBSB
1790
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.84M -$94.9K -451 -5%
Twin Tree Management
1791
Twin Tree Management
Texas
$1.84M -$7.19M -34,144 -80%
BLAM
1792
Bourne Lent Asset Management
New York
$1.84M +$31.6K +150 +2%
FNT
1793
First Nebraska Trust
Nebraska
$1.84M +$36K +171 +2%
PFWA
1794
Paces Ferry Wealth Advisors
Georgia
$1.84M -$7.79K -37 -0.4%
MC
1795
Maverick Capital
Texas
$1.84M +$518K +2,460 +40%
MFS
1796
Mirabella Financial Services
United Kingdom
$1.84M -$42.9K -204 -2%
MG
1797
Mather Group
Illinois
$1.83M +$509K +2,417 +39%
APWM
1798
Atlas Private Wealth Management
New York
$1.83M -$22.9K -109 -1%
SWIG
1799
Strategic Wealth Investment Group
Kentucky
$1.82M +$429K +2,037 +31%
CFA
1800
Cahill Financial Advisors
Minnesota
$1.82M -$45.7K -217 -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.