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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
AC
1901
Aristides Capital
Kentucky
$1.48M -$2.48M -11,770 -63%
AWC
1902
Abundance Wealth Counselors
Pennsylvania
$1.48M +$87.6K +416 +6%
KFS
1903
Kurt F. Somerville
$1.48M -$5.26K -25 -0.4%
AA
1904
Argent Advisors
Louisiana
$1.47M -$554K -2,632 -27%
BOC
1905
Barbara Oil Co
Illinois
$1.47M
MFG
1906
Menard Financial Group
Texas
$1.47M +$37.9K +180 +3%
CCM
1907
Conway Capital Management
California
$1.47M
CP
1908
Covenant Partners
Tennessee
$1.47M -$63.4K -301 -4%
SDWIA
1909
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.46M +$35.8K +170 +3%
GCGDR
1910
Geo Capital Gestora de Recursos
Brazil
$1.46M +$52.6K +250 +4%
UH
1911
Unigestion Holding
Switzerland
$1.46M -$1.4M -6,645 -49%
PAM
1912
Pegasus Asset Management
New York
$1.46M +$40.8K +194 +3%
CA
1913
Cullinan Associates
Kentucky
$1.46M +$274K +1,300 +23%
CC
1914
Copperleaf Capital
North Carolina
$1.45M +$46.5K +221 +3%
AIM
1915
Aspen Investment Management
Michigan
$1.45M +$21K +100 +1%
DBIA
1916
Dumont & Blake Investment Advisors
New Jersey
$1.45M -$22.1K -105 -2%
PA
1917
Procyon Advisors
Connecticut
$1.44M -$147K -699 -9%
MW
1918
Marcum Wealth
Ohio
$1.44M +$1.13M +5,352 +369%
GSWM
1919
Golden State Wealth Management
California
$1.44M -$755K -3,589 -35%
LSV Asset Management
1920
LSV Asset Management
Illinois
$1.44M -$505K -2,400 -26%
PIA
1921
Perennial Investment Advisors
California
$1.44M -$18.9K -90 -1%
TCM
1922
Teza Capital Management
Illinois
$1.44M -$2.82M -13,399 -66%
HIC
1923
Holderness Investments Company
North Carolina
$1.44M -$13.3K -63 -0.9%
AWA
1924
Alta Wealth Advisors
Massachusetts
$1.43M -$421 -2 -0%
OC
1925
Oarsman Capital
Wisconsin
$1.43M +$90.7K +431 +7%

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.