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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
CI
1951
Cavalier Investments
Georgia
$1.35M +$191K +907 +17%
SFI
1952
SPC Financial Inc
Maryland
$1.35M +$4.21K +20 +0.3%
RWA
1953
Ropes Wealth Advisors
Massachusetts
$1.35M +$92.8K +441 +8%
AIP
1954
Almanack Investment Partners
Pennsylvania
$1.34M +$117K +555 +10%
BSA
1955
Braun Stacey Associates
New York
$1.34M -$105K -500 -7%
PIM
1956
Profit Investment Management
Maryland
$1.33M +$18.1K +86 +1%
VBCG
1957
Valley Brook Capital Group
Pennsylvania
$1.33M +$53.7K +255 +4%
KPCM
1958
Kings Point Capital Management
New York
$1.33M -$690K -3,280 -34%
AIC
1959
Archer Investment Corporation
Indiana
$1.33M +$82.3K +391 +7%
CAIMH
1960
Central Asset Investments & Management Holdings
Hong Kong
$1.33M +$850K +4,040 +181%
ACG
1961
Allen Capital Group
Nebraska
$1.33M +$875K +4,157 +197%
PIA
1962
Pinion Investment Advisors
Kansas
$1.32M +$247K +1,173 +23%
HA
1963
Harfst & Associates
Wyoming
$1.32M +$105K +497 +9%
SWA
1964
Sutton Wealth Advisors
Florida
$1.32M +$8.21K +39 +0.6%
MWM
1965
Modera Wealth Management
New Jersey
$1.31M -$10.7K -51 -0.8%
MPPW
1966
Mitchell & Pahl Private Wealth
Oklahoma
$1.31M -$17.9K -85 -1%
PCMC
1967
Private Capital Management (Colorado)
Colorado
$1.31M -$124K -591 -9%
UBV
1968
United Bank (Virginia)
Virginia
$1.31M -$28K -133 -2%
BCM
1969
Blume Capital Management
California
$1.31M
GLA
1970
Good Life Advisors
Pennsylvania
$1.3M -$102K -483 -7%
CA
1971
Cambridge Advisors
Nebraska
$1.3M
MWM
1972
Mission Wealth Management
California
$1.3M +$43.2K +205 +3%
LB
1973
Legacy Bridge
Iowa
$1.3M -$21K -100 -2%
CPIA
1974
Cornell Pochily Investment Advisors
New York
$1.3M -$57.5K -273 -4%
SMG
1975
Spectrum Management Group
Indiana
$1.3M -$2.21M -10,500 -63%

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.