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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
CNBT
2126
Cornerstone National Bank & Trust
Illinois
$938K -$31.6K -150 -3%
CIA
2127
Choate Investment Advisors
Massachusetts
$938K +$42.7K +203 +5%
CFO
2128
Collective Family Office
Pennsylvania
$938K +$46.7K +222 +5%
MCWS
2129
McKinley Carter Wealth Services
West Virginia
$937K +$17.1K +81 +2%
FB
2130
First Bancorp
Maine
$937K +$932K +4,426 New
LC
2131
Lindbrook Capital
California
$936K +$31.4K +149 +3%
CAC
2132
Certified Advisory Corp
Florida
$933K +$927K +4,405 New
IA
2133
Insight Advisors
Pennsylvania
$932K -$149K -708 -15%
WCA
2134
Westover Capital Advisors
Delaware
$931K -$130K -617 -12%
NP
2135
Ninepoint Partners
Ontario, Canada
$931K +$483K +2,296 +109%
WCWM
2136
Willow Creek Wealth Management
California
$928K +$6.32K +30 +0.7%
RHAM
2137
Round Hill Asset Management
California
$926K -$23.2K -110 -2%
MAM
2138
McLean Asset Management
Virginia
$925K +$5.47K +26 +0.7%
WDC
2139
Woodward Diversified Capital
California
$923K +$917K +4,357 New
MIM
2140
Manitou Investment Management
Ontario, Canada
$920K +$50.5K +240 +6%
FC
2141
Forte Capital
New York
$914K -$20.4K -97 -2%
TC
2142
Trust Company
Kansas
$913K -$373K -1,773 -29%
1IA
2143
1834 Investment Advisors
Wisconsin
$904K +$443K +2,106 +97%
RCG
2144
Rock Creek Group
District of Columbia
$903K -$1.14M -5,394 -56%
ECU
2145
Eisler Capital (UK)
United Kingdom
$901K +$1.8M +8,536 New
I
2146
INVST
Indiana
$899K
APW
2147
Acima Private Wealth
Virginia
$897K -$38.1K -181 -4%
BCP
2148
Berkeley Capital Partners
Georgia
$897K +$3.16K +15 +0.4%
HWM
2149
Howard Wealth Management
Connecticut
$896K -$1.26K -6 -0.1%
AP
2150
Americana Partners
Texas
$894K +$33K +157 +4%

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.