We are live on ! Find out more

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
IWA
2026
IVC Wealth Advisors
Pennsylvania
$1.15M +$21K +100 +2%
FFC
2027
First Financial Corp
Indiana
$1.15M +$59.8K +284 +6%
RB
2028
Renasant Bank
Mississippi
$1.15M +$2.74K +13 +0.2%
CT
2029
Chicago Trust
Illinois
$1.14M -$113K -536 -9%
GC
2030
Gilbert & Cook
Iowa
$1.14M +$91.4K +434 +9%
BBNA
2031
Bremer Bank National Association
Minnesota
$1.14M +$6.32K +30 +0.6%
5L
2032
55I LLC
Massachusetts
$1.14M +$41.7K +198 +4%
RHP
2033
Royal Harbor Partners
Texas
$1.14M +$47.4K +225 +4%
BOPW
2034
Brandywine Oak Private Wealth
Pennsylvania
$1.14M -$32.4K -154 -3%
RC
2035
RBO & Co
California
$1.13M +$43.6K +207 +4%
AW
2036
Alaethes Wealth
Nevada
$1.13M +$1.12M +5,326 New
LA
2037
Latitude Advisors
Florida
$1.13M -$472K -2,242 -30%
ETC
2038
Exchange Traded Concepts
Oklahoma
$1.12M +$233K +1,109 +26%
TVAMP
2039
Tennessee Valley Asset Management Partners
Tennessee
$1.12M -$42.3K -201 -4%
Dodge & Cox
2040
Dodge & Cox
California
$1.12M
SHA
2041
Seneca House Advisors
Virginia
$1.12M -$28.8K -137 -3%
WP
2042
WealthShield Partners
North Carolina
$1.11M -$280K -1,331 -20%
AB
2043
Atlas Brown
Kentucky
$1.11M
SIG
2044
Sky Investment Group
Connecticut
$1.11M +$51.4K +244 +5%
IIC
2045
Ironwood Investment Counsel
Arizona
$1.11M -$319K -1,517 -22%
AIM
2046
Alhambra Investment Management
Florida
$1.1M -$36.8K -175 -3%
WAAG
2047
Wealth Alliance Advisory Group
Kansas
$1.09M +$64.4K +306 +6%
ECM
2048
Estabrook Capital Management
New York
$1.09M -$1.05K -5 -0.1%
SEEDPG
2049
S.E.E.D. Planning Group
New York
$1.09M -$19.2K -91 -2%
NB
2050
Nicolet Bankshares
Wisconsin
$1.09M -$6.1K -29 -0.6%

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.