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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
IA
2351
IFG Advisory
Georgia
$629K +$29K +138 +5%
LIG
2352
Lokken Investment Group
Delaware
$627K -$63.4K -301 -9%
D
2353
Diversified
Delaware
$626K +$1.47K +7 +0.2%
KCM
2354
Kathmere Capital Management
Pennsylvania
$626K +$25.5K +121 +4%
HIC
2355
Harvey Investment Company
Kentucky
$623K
EWM
2356
EPG Wealth Management
Georgia
$623K +$56.2K +267 +10%
SIGI
2357
Susquehanna International Group (Ireland)
Ireland
$622K +$405K +1,924 +190%
RZH
2358
Relyea Zuckerberg Hanson
Connecticut
$621K +$37.5K +178 +7%
WIC
2359
Whitegate Investment Counselors
New Hampshire
$618K -$40K -190 -6%
SG Americas Securities
2360
SG Americas Securities
New York
$616K -$284K -1,351 -32%
MPW
2361
Monterey Private Wealth
California
$614K -$18.5K -88 -3%
HCM
2362
Huber Capital Management
California
$614K
VA
2363
Valmark Advisers
Ohio
$614K +$52.8K +251 +9%
SDWMA
2364
Schneider Downs Wealth Management Advisors
Pennsylvania
$614K +$366K +1,739 +150%
BFPW
2365
BOK Financial Private Wealth
Colorado
$612K +$72K +342 +13%
CRCM
2366
Corbett Road Capital Management
Virginia
$611K -$66.7K -317 -10%
LWM
2367
Liberty Wealth Management
California
$611K
APP
2368
Alpha Paradigm Partners
Illinois
$611K +$602K +2,862 +13,009%
T
2369
TrueFG
Texas
$610K
GAM
2370
Gould Asset Management
California
$609K -$4.21K -20 -0.7%
EI
2371
Ellevest Inc
New York
$608K -$11.4K -54 -2%
CTFG
2372
Capstone Triton Financial Group
Oklahoma
$607K -$27.4K -130 -4%
CWAF
2373
Core Wealth Advisors (Florida)
Florida
$607K +$43.4K +206 +8%
TF
2374
TRH Financial
Iowa
$603K +$48.2K +229 +9%
JG
2375
Jefferies Group
New York
$601K -$300K -1,425 -33%

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.