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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
WAG
2001
Winthrop Advisory Group
Massachusetts
$1.22M +$33K +157 +3%
CWS
2002
Cypress Wealth Services
California
$1.22M +$31.2K +148 +3%
BAM
2003
Berkshire Asset Management
Pennsylvania
$1.22M +$24.6K +117 +2%
FNWM
2004
Financial Network Wealth Management
Utah
$1.22M +$31.6K +150 +3%
DCM
2005
Davidson Capital Management
Texas
$1.21M -$1.19M -5,638 -50%
GG
2006
Golden Green
South Carolina
$1.21M -$865K -4,110 -42%
BOM
2007
Bank of Marin
California
$1.21M -$658K -3,127 -35%
FFA
2008
Founders Financial Alliance
North Carolina
$1.21M +$1.26K +6 +0.1%
TCM
2009
Tradewinds Capital Management
Washington
$1.21M -$631 -3 -0.1%
OWA
2010
Octavia Wealth Advisors
Ohio
$1.21M +$99.4K +472 +9%
GC
2011
Grace Capital
Massachusetts
$1.2M -$575K -2,731 -32%
EWM
2012
Executive Wealth Management
Michigan
$1.2M +$367K +1,743 +44%
BG
2013
Bollard Group
Massachusetts
$1.19M
TLCM
2014
Twin Lakes Capital Management
California
$1.19M -$8.21K -39 -0.7%
FWM
2015
Foresight Wealth Management
Utah
$1.19M -$48.8K -232 -4%
BEAM
2016
Baker Ellis Asset Management
Washington
$1.18M -$5.68K -27 -0.5%
WMA
2017
Wealth Management Associates
New Jersey
$1.18M +$4.21K +20 +0.4%
SMA
2018
Sage Mountain Advisors
Georgia
$1.17M +$89.9K +427 +8%
FA
2019
Fermata Advisors
California
$1.17M +$1.16M +5,534 New
LCM
2020
Leisure Capital Management
California
$1.17M +$24K +114 +2%
RFM
2021
Royal Fund Management
Florida
$1.17M +$220K +1,043 +23%
BP
2022
BBR Partners
New York
$1.16M -$110K -521 -9%
LFA
2023
Legacy Financial Advisors
Kentucky
$1.16M +$62.7K +298 +6%
JFA
2024
JNBA Financial Advisors
Minnesota
$1.15M -$54.9K -261 -5%
BB
2025
Bell Bank
North Dakota
$1.15M +$12.8K +61 +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.