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
SPC
2376
Stewart & Patten Company
California
$600K -$89.5K -425 -13%
PHAM
2377
Palisades Hudson Asset Management
Florida
$600K
GSIS
2378
Global Strategic Investment Solutions
Arizona
$598K -$170K -806 -22%
NJBEST
2379
New Jersey Better Educational Savings Trust
New Jersey
$595K -$196K -930 -25%
ACA
2380
Anchor Capital Advisors
Massachusetts
$593K
ESBC
2381
E.S. Barr & Co
Kentucky
$593K +$6.32K +30 +1%
CBTWT
2382
Community Bank & Trust (Waco, Texas)
Texas
$592K +$21K +100 +4%
PC
2383
Permanens Capital
New York
$592K +$72K +342 +14%
IIC
2384
Integrated Investment Consultants
Michigan
$588K -$16K -76 -3%
TCM
2385
Tufton Capital Management
Maryland
$586K -$22.7K -108 -4%
CCMD
2386
Cypress Capital Management (Delaware)
Delaware
$585K
GC
2387
Garde Capital
Washington
$585K
FPF
2388
First Pacific Financial
Washington
$585K +$149K +709 +35%
LWP
2389
Lumature Wealth Partners
Georgia
$585K +$582K +2,765 New
NFSG
2390
Newbridge Financial Services Group
Florida
$583K +$62.9K +299 +12%
CWA
2391
Clarus Wealth Advisors
Arizona
$578K -$20.2K -96 -4%
ERWM
2392
Elk River Wealth Management
Colorado
$578K
FAM
2393
Formidable Asset Management
Ohio
$577K -$92K -437 -14%
TIS
2394
Tortoise Index Solutions
Kansas
$575K +$192K +911 +50%
Aristotle Capital Management
2395
Aristotle Capital Management
California
$572K
FFG
2396
Frisch Financial Group
New York
$571K +$64K +304 +13%
SAM
2397
Synergy Asset Management
Washington
$570K -$9.35M -44,400 -94%
MAM
2398
Marotta Asset Management
Virginia
$569K
LNWTC
2399
Laird Norton Wetherby Trust Company
Washington
$568K +$13.1K +62 +2%
FRA
2400
Frank Rimerman Advisors
California
$566K -$145K -690 -21%

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.