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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
WA
2226
Waverly Advisors
Alabama
$795K +$113K +535 +18%
DIP
2227
DT Investment Partners
Pennsylvania
$795K +$395K +1,877 +100%
PK
2228
Pflug Koory
Nebraska
$789K -$64.4K -306 -8%
3F
2229
360 Financial
Minnesota
$789K +$50.5K +240 +7%
SIM
2230
SSI Investment Management
California
$786K -$210 -1 -0%
HH
2231
HWG Holdings
Texas
$786K +$197K +938 +34%
PWSG
2232
Pacific Wealth Strategies Group
California
$785K +$252K +1,197 +48%
CAG
2233
Curtis Advisory Group
California
$783K +$302K +1,437 +64%
CFG
2234
Cooper Financial Group
California
$781K -$160K -759 -17%
LP
2235
LGL Partners
Pennsylvania
$780K -$25K -119 -3%
TCM
2236
Tuttle Capital Management
Connecticut
$779K +$272K +1,293 +54%
JSL
2237
JT Stratford LLC
Georgia
$776K -$1.3M -6,153 -63%
NED
2238
Nancy E. Dempze
$775K -$108K -515 -12%
JHCP
2239
Jackson Hole Capital Partners
Oklahoma
$775K +$33K +157 +4%
SLT
2240
St Louis Trust
Missouri
$775K +$770K +3,660 New
MA
2241
MJP Associates
Connecticut
$774K +$45.7K +217 +6%
SB
2242
Sunflower Bank
Texas
$770K +$2.74K +13 +0.4%
OPA
2243
Old Port Advisors
Maine
$763K +$42.1K +200 +6%
CIP
2244
Convergence Investment Partners
Florida
$762K -$8.42K -40 -1%
QPWM
2245
Quadrant Private Wealth Management
Pennsylvania
$762K +$186K +883 +32%
ACWM
2246
Adams Chetwood Wealth Management
North Carolina
$761K +$40.8K +194 +6%
SIAG
2247
Signet Investment Advisory Group
Rhode Island
$759K +$136K +644 +22%
AWP
2248
Abacus Wealth Partners
California
$756K +$9.05K +43 +1%
VWA
2249
Visionary Wealth Advisors
Illinois
$755K +$118K +559 +19%
SOW
2250
State of Wyoming
Wyoming
$755K +$751K +3,568 New

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.