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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
P
1976
&Partners
Tennessee
$1.3M +$40K +190 +3%
VHAM
1977
Van Hulzen Asset Management
California
$1.3M -$584K -2,773 -31%
SWA
1978
Stratos Wealth Advisors
Ohio
$1.29M +$56K +266 +5%
CT
1979
Columbia Trust
Oregon
$1.29M +$9.47K +45 +0.7%
SAM
1980
Summit Asset Management
Tennessee
$1.29M +$21K +100 +2%
LT
1981
Lindsell Train
United Kingdom
$1.29M
AFS
1982
Access Financial Services
Minnesota
$1.29M +$1.28M +6,090 New
GIA
1983
Guyasuta Investment Advisors
Pennsylvania
$1.28M +$42.1K +200 +3%
DA
1984
DSC Advisors
Illinois
$1.28M +$307K +1,457 +32%
WWM
1985
Windsor Wealth Management
Indiana
$1.28M +$194K +923 +18%
MMPW
1986
Mitchell McLeod Pugh & Williams
Alabama
$1.27M -$5.47K -26 -0.4%
EGVF
1987
ESA Global Value Fund
Cayman Islands
$1.27M
QCM
1988
Quest Capital Management
Texas
$1.25M -$35.8K -170 -3%
MIM
1989
Meridiem Investment Management
United Kingdom
$1.25M -$1.33M -6,323 -52%
HWA
1990
HHM Wealth Advisors
Tennessee
$1.25M
FFG
1991
Ford Financial Group
California
$1.24M -$211K -1,002 -15%
CFS
1992
Capital Financial Services
New York
$1.24M
PFGIA
1993
Patriot Financial Group Insurance Agency
Massachusetts
$1.24M +$78.1K +371 +7%
LWIC
1994
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.23M +$1.01M +4,814 +478%
STA
1995
Summit Trail Advisors
New York
$1.23M +$96.8K +460 +9%
FWA
1996
FOCUS Wealth Advisors
Texas
$1.23M -$5.89K -28 -0.5%
BFA
1997
Beacon Financial Advisory
Ohio
$1.23M +$36K +171 +3%
GFS
1998
GYL Financial Synergies
Connecticut
$1.23M -$317K -1,505 -21%
4WM
1999
44 Wealth Management
Oregon
$1.22M +$329K +1,565 +37%
WLPWM
2000
Walled Lake Planning & Wealth Management
Illinois
$1.22M +$421 +2 +0%

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.