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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
PAG
2401
Pinnacle Advisory Group
Maryland
$566K +$245K +1,162 +77%
MAM
2402
McCarthy Asset Management
California
$565K
ZF
2403
Zhang Financial
Michigan
$563K
22CM
2404
20/20 Capital Management
California
$561K
HI
2405
Hudock Inc
Pennsylvania
$561K +$28.8K +137 +5%
SFG
2406
StrategIQ Financial Group
Indiana
$560K +$210 +1 +0%
HCM
2407
Hengehold Capital Management
Ohio
$560K +$25.7K +122 +5%
PWA
2408
Physician Wealth Advisors
Utah
$559K +$210 +1 +0%
DCM
2409
Dimension Capital Management
Florida
$557K +$4.84K +23 +0.9%
WFM
2410
Wolff Financial Management
Michigan
$555K -$19.2K -91 -3%
BA
2411
Bridgewater Associates
Connecticut
$555K +$552K +2,622 New
DWM
2412
Darwin Wealth Management
Florida
$554K -$42.3K -201 -7%
AWM
2413
Act Wealth Management
Texas
$553K +$210 +1 +0%
RWM
2414
RKL Wealth Management
Pennsylvania
$552K -$9.05K -43 -2%
SIM
2415
Sadoff Investment Management
Wisconsin
$550K -$21K -100 -4%
DACG
2416
Donor Advised Charitable Giving
California
$547K
HP
2417
HT Partners
Connecticut
$547K +$162K +770 +80%
CWC
2418
Carolinas Wealth Consulting
North Carolina
$546K +$34.1K +162 +7%
FCB
2419
First Command Bank
Texas
$545K +$57.5K +273 +12%
FCFS
2420
First Command Financial Services
Texas
$545K +$57.5K +273 +12%
GTCM
2421
Gyon Technologies Capital Management
New Jersey
$543K -$2.25M -10,692 -81%
JWM
2422
JGP Wealth Management
Oregon
$543K -$1.89K -9 -0.3%
FCA
2423
FinTrust Capital Advisors
South Carolina
$541K +$210 +1 +0%
WAM
2424
Winslow Asset Management
Ohio
$540K
KOC
2425
Koss-Olinger Consulting
Florida
$540K +$537K +2,551 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.