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
LOIM
2151
Liberty One Investment Management
Illinois
$889K +$44.2K +210 +5%
GAM
2152
Grandview Asset Management
Pennsylvania
$888K +$180K +855 +26%
NGA
2153
Naples Global Advisors
Florida
$887K -$49.5K -235 -5%
SFWC
2154
Strategic Family Wealth Counselors
New Jersey
$886K +$1.26K +6 +0.1%
BFIM
2155
Beese Fulmer Investment Management
Ohio
$884K -$4.84K -23 -0.5%
FC
2156
Fulcrum Capital
Washington
$884K +$80.6K +383 +10%
PSC
2157
Prentiss Smith & Co
Vermont
$882K
SAA
2158
Southeast Asset Advisors
Georgia
$881K -$5.05K -24 -0.6%
FNBSF
2159
First National Bank Sioux Falls
South Dakota
$881K
PWAG
2160
Polaris Wealth Advisory Group
California
$880K -$122K -580 -13%
MS
2161
Mizuho Securities
Japan
$880K +$303K +1,438 +53%
SAM
2162
S.A. Mason
Michigan
$877K -$10.5K -50 -1%
BIA
2163
Bigelow Investment Advisors
Maine
$875K +$16.8K +80 +2%
AIS
2164
AM Investment Strategies
Tennessee
$871K +$46.9K +223 +6%
PFA
2165
Professional Financial Advisors
Nebraska
$870K +$87.1K +414 +11%
TF
2166
TLWM Financial
Texas
$869K +$49.5K +235 +6%
AAM
2167
Alken Asset Management
United Kingdom
$868K
DAM
2168
Delta Asset Management
Tennessee
$868K +$5.26K +25 +0.6%
Cohen & Steers
2169
Cohen & Steers
New York
$867K -$61.5K -292 -7%
FP
2170
Foundry Partners
Minnesota
$866K
WW
2171
Waterfront Wealth
Kansas
$865K -$6.74K -32 -0.8%
MCC
2172
Money Concepts Capital
Florida
$864K -$106K -505 -11%
MPCG
2173
Matrix Private Capital Group
New York
$861K -$10.9K -52 -1%
ACM
2174
AlphaStar Capital Management
North Carolina
$858K -$3.52M -16,712 -80%
LCWP
2175
Legacy Capital Wealth Partners
Arkansas
$857K +$84K +399 +11%

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.