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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
OIA
2051
Optimum Investment Advisors
Illinois
$1.08M -$301K -1,431 -22%
TIA
2052
Tiemann Investment Advisors
California
$1.07M +$49.3K +234 +5%
WCM
2053
Weld Capital Management
New York
$1.07M +$1.07M +5,078 New
XF
2054
XML Financial
Maryland
$1.07M +$371K +1,762 +54%
GWCM
2055
Godshalk Welsh Capital Management
Pennsylvania
$1.06M -$2.1K -10 -0.2%
RPWA
2056
Regent Peak Wealth Advisors
Georgia
$1.06M +$65K +309 +7%
HPWM
2057
Highland Private Wealth Management
Washington
$1.06M -$6.1K -29 -0.6%
BWG
2058
Beta Wealth Group
California
$1.06M -$2.46M -11,696 -70%
ACM
2059
Ascendant Capital Management
California
$1.06M -$1.05M -5,000 -50%
WMP
2060
Wealth Management Partners
Arizona
$1.06M +$210 +1 +0%
GAB
2061
German American Bancorp
Indiana
$1.06M +$59.8K +284 +6%
RIM
2062
Redwood Investment Management
Arizona
$1.06M -$2.63M -12,482 -71%
SWRP
2063
Summit Wealth & Retirement Planning
California
$1.06M -$114K -540 -10%
CCA
2064
Childress Capital Advisors
Texas
$1.05M +$294K +1,395 +39%
JA
2065
JLB & Associates
Michigan
$1.05M +$70.1K +333 +7%
CSPAM
2066
Cary Street Partners Asset Management
Virginia
$1.05M +$691K +3,283 +196%
BFO
2067
Biltmore Family Office
North Carolina
$1.05M -$307K -1,459 -23%
NSIM
2068
North Star Investment Management
Illinois
$1.05M +$174K +826 +20%
RM
2069
Resource Management
Louisiana
$1.04M -$23.4K -111 -2%
EWA
2070
Evolution Wealth Advisors
Florida
$1.04M +$210K +999 +26%
MJP
2071
Michael J. Puzo
$1.04M -$47.4K -225 -4%
HHGA
2072
Halbert Hargrove Global Advisors
California
$1.03M +$3.79K +18 +0.4%
BIMC
2073
Benson Investment Management Company
Virginia
$1.03M -$3.69M -17,545 -78%
TIA
2074
Trust Investment Advisors
Indiana
$1.03M -$39.2K -186 -4%
CBT
2075
CoreFirst Bank & Trust
Kansas
$1.03M

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.