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
PWM
2251
PBMares Wealth Management
Virginia
$753K +$97.2K +462 +15%
APW
2252
Austin Private Wealth
Texas
$752K -$210 -1 -0%
BAM
2253
Bellevue Asset Management
Washington
$752K
BOS
2254
Bingham Osborn & Scarborough
California
$749K +$82.9K +394 +13%
ECM
2255
Elgethun Capital Management
South Dakota
$746K +$1.47K +7 +0.2%
UMC
2256
United Maritime Capital
New York
$741K -$421K -2,000 -36%
LAI
2257
Legal Advantage Investments
California
$741K
BCA
2258
Biltmore Capital Advisors
New Jersey
$741K +$32K +152 +5%
GKWIM
2259
Gerber Kawasaki Wealth & Investment Management
California
$740K +$124K +588 +20%
MSS
2260
Mitchell Sinkler & Starr
Pennsylvania
$737K -$146K -694 -17%
SC
2261
Solstein Capital
California
$736K +$64.8K +308 +10%
SG
2262
StoneX Group
New York
$735K -$13.1K -62 -2%
TWA
2263
TCI Wealth Advisors
Arizona
$734K -$1.05K -5 -0.1%
WCM
2264
Wedge Capital Management
North Carolina
$731K +$5.47K +26 +0.8%
BL
2265
Balentine LLC
Georgia
$726K +$112K +531 +18%
HTHT
2266
Hemenway Trust Hemenway Trust
New Hampshire
$723K -$21K -100 -3%
RSC
2267
Red Spruce Capital
Pennsylvania
$723K +$8.21K +39 +1%
OWA
2268
Opal Wealth Advisors
New York
$721K +$50.3K +239 +8%
CWM
2269
Cordatus Wealth Management
Pennsylvania
$721K +$132K +627 +23%
APA
2270
Allegiant Private Advisors
Florida
$720K -$41K -195 -5%
KFGK
2271
Keystone Financial Group (Kentucky)
Kentucky
$720K +$10.5K +50 +1%
KA
2272
Kercheville Advisors
Texas
$719K +$42.1K +200 +6%
ACM
2273
Allred Capital Management
Texas
$717K +$33.7K +160 +5%
BHBT
2274
Burke & Herbert Bank & Trust
Virginia
$717K
PCG
2275
Private Capital Group
Connecticut
$712K -$742K -3,527 -51%

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.