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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
MS
1851
Maven Securities
Jersey
$1.64M -$722K -3,430 -31%
ICM
1852
Intrepid Capital Management
Florida
$1.64M -$1.07M -5,089 -40%
WG
1853
Winton Group
United Kingdom
$1.64M +$166K +787 +11%
OIA
1854
OneDigital Investment Advisors
Kansas
$1.64M -$62.1K -295 -4%
WSCM
1855
Wellington Shields Capital Management
New York
$1.64M -$73K -347 -4%
IF
1856
Intrua Financial
Texas
$1.64M +$246K +1,169 +20%
DC
1857
DeDora Capital
California
$1.63M -$111K -527 -6%
FPFS
1858
First Personal Financial Services
North Carolina
$1.63M -$83.4K -396 -5%
S
1859
Seeyond
France
$1.63M +$391K +1,858 +32%
VIP
1860
Vantage Investment Partners
Missouri
$1.62M +$662K +3,145 +70%
SMC
1861
Smith, Moore & Co
Missouri
$1.62M +$12.4K +59 +0.8%
BW
1862
Bison Wealth
Georgia
$1.62M +$65K +309 +4%
MFGM
1863
Marshall Financial Group (Maryland)
Maryland
$1.61M -$41.9K -199 -3%
CCM
1864
Community Capital Management
Florida
$1.61M
NDSI
1865
Newman Dignan & Sheerar Inc
Rhode Island
$1.6M -$36.8K -175 -2%
CCG
1866
Cloverfields Capital Group
Minnesota
$1.6M +$385K +1,831 +32%
KWM
1867
Keebeck Wealth Management
Illinois
$1.59M +$97K +461 +7%
FFS
1868
Founders Financial Securities
Maryland
$1.59M +$371K +1,763 +31%
LPT
1869
Legacy Private Trust
Wisconsin
$1.59M -$44.4K -211 -3%
PSB
1870
Piscataqua Savings Bank
New Hampshire
$1.59M +$1.58M +7,496 New
RCM
1871
Regency Capital Management
Hawaii
$1.58M +$1.57M +7,469 New
SWP
1872
Strategic Wealth Partners
Ohio
$1.58M +$196K +932 +14%
KPW
1873
Kore Private Wealth
New York
$1.57M +$60.8K +289 +4%
BHTS
1874
Bar Harbor Trust Services
Maine
$1.57M +$270K +1,284 +21%
IIM
1875
Intact Investment Management
Quebec, Canada
$1.56M -$179K -850 -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.