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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
CBN
2201
Cadence Bank NA
Texas
$822K +$241K +1,145 +42%
SWM
2202
Sculati Wealth Management
Michigan
$821K +$816K +3,877 New
HG
2203
Harbor Group
New Hampshire
$820K +$10.5K +50 +1%
IIA
2204
IPG Investment Advisors
California
$820K +$29.5K +140 +4%
ASBI
2205
American State Bank (Iowa)
Iowa
$820K -$33.7K -160 -4%
TNA
2206
True North Advisors
Texas
$819K -$31.8K -151 -4%
PGWM
2207
Parisi Gray Wealth Management
New Jersey
$819K +$1.89K +9 +0.2%
ATC
2208
Adirondack Trust Company
New York
$819K +$72.6K +345 +10%
CWP
2209
Concord Wealth Partners
Virginia
$818K +$283K +1,345 +53%
KF
2210
Krilogy Financial
Missouri
$816K -$36.4K -173 -4%
HL
2211
HeadInvest LLC
Maine
$814K +$78.7K +374 +11%
VV
2212
Verity & Verity
South Carolina
$812K -$33.3K -158 -4%
OPPTF
2213
OPSEU Pension Plan Trust Fund
Ontario, Canada
$812K +$28K +133 +4%
HC
2214
Hoese & Co
Minnesota
$812K +$808K +3,837 New
IIM
2215
Ironwood Investment Management
Massachusetts
$811K +$31.2K +148 +4%
GF
2216
Gries Financial
Ohio
$811K +$763K +3,624 New
SIG
2217
Sargent Investment Group
Maryland
$809K +$192K +910 +31%
CVM
2218
Cheviot Value Management
California
$809K +$265K +1,257 +49%
NEWAS
2219
N.E.W. Advisory Services
Wisconsin
$807K -$68.2K -324 -8%
HCP
2220
Hexagon Capital Partners
Arkansas
$802K -$41.3K -196 -5%
SICM
2221
Sustainable Insight Capital Management
New York
$799K -$67.6K -321 -8%
DS
2222
DRW Securities
Illinois
$799K +$578K +2,744 +266%
BC
2223
Brio Consultants
California
$798K +$210 +1 +0%
MAG
2224
MRA Advisory Group
New Jersey
$798K +$88.2K +419 +13%
BCM
2225
Brown Capital Management
Maryland
$795K

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.