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
GLAM
2301
Gardner Lewis Asset Management
Pennsylvania
$691K +$376K +1,785 +121%
PMA
2302
Prudent Man Advisors
Illinois
$690K +$14.3K +68 +2%
DA
2303
Detalus Advisors
Missouri
$688K +$31.2K +148 +5%
SAS
2304
Stelac Advisory Services
New York
$686K -$17.3K -82 -2%
TWM
2305
Tradition Wealth Management
Minnesota
$684K -$25.9K -123 -4%
BFA
2306
Bragg Financial Advisors
North Carolina
$681K +$48.4K +230 +8%
TIAM2
2307
Tru Independence Asset Management 2
Oregon
$681K +$62.3K +296 +10%
JF
2308
JSF Financial
California
$680K -$15.2K -72 -2%
BGDI
2309
BW Gestao de Investimentos
Brazil
$678K +$674K +3,200 New
PAM
2310
Paradigm Asset Management
New York
$675K -$63.1K -300 -9%
PP
2311
Palladium Partners
Virginia
$675K -$2.95K -14 -0.4%
PL
2312
Plancorp LLC
Missouri
$674K +$52K +247 +8%
CL
2313
CPWM LLC
Washington
$672K -$429K -2,040 -39%
PPP
2314
Private Portfolio Partners
New Jersey
$671K +$37K +176 +6%
CWM
2315
Curi Wealth Management
North Carolina
$671K +$4.63K +22 +0.7%
FPCG
2316
Fort Pitt Capital Group
Pennsylvania
$671K +$39.2K +186 +6%
BA
2317
Birinyi Associates
Connecticut
$667K -$232K -1,100 -26%
CHJWM
2318
Carlton Hofferkamp & Jenks Wealth Management
Texas
$667K
PCWA
2319
Pacific Capital Wealth Advisors
California
$666K -$48.4K -230 -7%
MCA
2320
Magnolia Capital Advisors
Mississippi
$666K +$662K +3,145 New
AIM
2321
Axiom Investment Management
New York
$665K -$996K -4,731 -60%
FPWM
2322
FSB Premier Wealth Management
Iowa
$665K +$92.4K +439 +16%
NC
2323
NinePointTwo Capital
California
$658K +$53.7K +255 +9%
SAM
2324
Stewart Asset Management
New York
$656K +$123K +585 +23%
IGGA
2325
Iron Gate Global Advisors
Utah
$655K -$5.33M -25,338 -89%

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.