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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
WA
1926
Wealth Alliance
New York
$1.43M +$39.8K +189 +3%
ACM
1927
AlphaCrest Capital Management
New York
$1.43M +$1.42M +6,758 New
OCM
1928
Orion Capital Management
California
$1.43M -$4.42K -21 -0.3%
CPO
1929
Cerity Partners OCIO
New York
$1.43M +$83.4K +396 +6%
JIC
1930
Joel Isaacson & Co
New York
$1.42M -$147K -698 -9%
TNBTD
1931
Trustmark National Bank Trust Department
Mississippi
$1.42M -$722K -3,431 -34%
CA
1932
Calton & Associates
Florida
$1.42M -$174K -825 -11%
ACM
1933
Ativo Capital Management
Illinois
$1.42M -$4.21K -20 -0.3%
CAM
1934
Covenant Asset Management
New Jersey
$1.41M -$4.53M -21,527 -76%
CSIC
1935
Clifford Swan Investment Counsel
California
$1.41M
WCF
1936
West Coast Financial
California
$1.4M +$28.4K +135 +2%
BA
1937
Ballast Advisors
Minnesota
$1.4M +$9.47K +45 +0.7%
CCMW
1938
Cypress Capital Management (Wyoming)
Wyoming
$1.4M -$31.6K -150 -2%
RT
1939
Rockland Trust
Massachusetts
$1.4M -$7.37K -35 -0.5%
PAG
1940
Private Advisory Group
Washington
$1.4M +$162K +771 +13%
MIAS
1941
Mason Investment Advisory Services
Virginia
$1.39M
JWCA
1942
J.W. Coons Advisors
Ohio
$1.39M -$28.4K -135 -2%
SCM
1943
Southport Capital Management
Tennessee
$1.38M +$156K +739 +13%
CIEP
1944
Constellation Investimentos e Participacoes
Brazil
$1.38M +$676K +3,210 +97%
CPSC
1945
Carl P. Sherr & Co
Massachusetts
$1.38M -$6.32K -30 -0.5%
CB
1946
CNB Bank
Pennsylvania
$1.37M +$166K +788 +14%
CCA
1947
Column Capital Advisors
Indiana
$1.37M -$42.5K -202 -3%
NL
1948
NWAM LLC
Washington
$1.36M -$244K -1,157 -15%
PBC
1949
Pavion Blue Capital
California
$1.36M -$37.9K -180 -3%
LDFR
1950
Lehman & Derafelo Financial Resources
Pennsylvania
$1.36M +$1.05K +5 +0.1%

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.