We are live on ! Find out more

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
MFG
1876
Merit Financial Group
Georgia
$1.56M -$73.9K -351 -5%
CCM
1877
Cox Capital Management
Massachusetts
$1.56M +$49K +233 +3%
VWM
1878
Vigilare Wealth Management
Arizona
$1.55M -$24.8K -118 -2%
SLF
1879
Sun Life Financial
Ontario, Canada
$1.55M +$17.5K +83 +1%
MFP
1880
Meridian Financial Partners
Virginia
$1.55M +$24.4K +116 +2%
BMO
1881
Beck Mack & Oliver
New York
$1.54M
DBRC
1882
D.B. Root & Company
Pennsylvania
$1.54M +$101K +478 +7%
SCP
1883
Shorepoint Capital Partners
Massachusetts
$1.53M +$62.3K +296 +4%
FHC
1884
First Heartland Consultants
Missouri
$1.53M +$73.7K +350 +5%
SAMC
1885
Spectrum Asset Management (California)
California
$1.53M +$62.9K +299 +4%
TWI
1886
Thomas White International
Illinois
$1.53M -$581K -2,760 -28%
NPA
1887
Nichols & Pratt Advisers
Massachusetts
$1.53M
RA
1888
RFG Advisory
Alabama
$1.52M -$123K -584 -8%
GA
1889
GoalVest Advisory
New York
$1.52M +$580K +2,754 +62%
AWA
1890
Arkadios Wealth Advisors
Georgia
$1.52M -$233K -1,107 -13%
GDP
1891
Great Diamond Partners
Maine
$1.52M -$40.2K -191 -3%
VCA
1892
Verdence Capital Advisors
Maryland
$1.51M +$264K +1,253 +21%
FP
1893
Financial Perspectives
Minnesota
$1.51M +$67.1M +318,758 +22,965%
AWG
1894
Altus Wealth Group
Colorado
$1.51M -$171K -811 -11%
FCFC
1895
First Commonwealth Financial Corp
Pennsylvania
$1.51M +$25.3K +120 +2%
PB
1896
Pinnacle Bancorp
Nebraska
$1.5M +$55.6K +264 +4%
CASB
1897
Cape Ann Savings Bank
Massachusetts
$1.5M +$158K +750 +12%
MCM
1898
Mainstay Capital Management
Michigan
$1.5M -$139K -660 -9%
LPIC
1899
LeJeune Puetz Investment Counsel
Michigan
$1.5M -$33.7K -160 -2%
MSFS
1900
Main Street Financial Solutions
Pennsylvania
$1.49M -$54.9K -261 -4%

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.