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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
BWA
2426
Beam Wealth Advisors
Louisiana
$539K -$4K -19 -0.7%
PFG
2427
PAX Financial Group
Texas
$539K +$98.1K +466 +22%
CNFG
2428
Creegan & Nassoura Financial Group
New Hampshire
$537K +$20K +95 +4%
IWA
2429
Inspirion Wealth Advisors
Illinois
$536K +$61.9K +294 +13%
FFA
2430
Fi3 Financial Advisors
Indiana
$536K +$533K +2,531 New
UAS
2431
United Asset Strategies
New York
$535K -$116K -550 -18%
PWM
2432
Paulson Wealth Management
Illinois
$534K +$19.4K +92 +4%
MIM
2433
Merrion Investment Management
New Jersey
$533K
LRIA
2434
Leonard Rickey Investment Advisors
Washington
$532K -$26.9K -128 -5%
SKK
2435
Shepherd Kaplan Krochuk
Massachusetts
$531K -$30.5K -145 -5%
LFGH
2436
Lee Financial Group Hawaii
Hawaii
$530K -$4.2M -19,960 -89%
EWA
2437
ERTS Wealth Advisors
Michigan
$530K +$1.26K +6 +0.2%
EC
2438
EJF Capital
Virginia
$529K +$526K +2,500 New
RAM
2439
Rempart Asset Management
Canada
$528K
LF
2440
Lantz Financial
Illinois
$527K -$49K -233 -9%
NG
2441
Northstar Group
New York
$525K +$36.8K +175 +8%
KIG
2442
Kowal Investment Group
Wisconsin
$523K -$26.1K -124 -5%
MA
2443
MONECO Advisors
Connecticut
$523K +$10.9K +52 +2%
OWA
2444
One Wealth Advisors
California
$523K +$14.3K +68 +3%
TA
2445
Trellis Advisors
Washington
$522K +$11.6K +55 +2%
HPC
2446
Hobart Private Capital
North Carolina
$522K -$6.95K -33 -1%
SCA
2447
STALEY CAPITAL ADVISERS
Pennsylvania
$519K
WAOI
2448
Wealth Advisors of Iowa
Iowa
$519K
MWP
2449
Madison Wealth Partners
Wisconsin
$518K
RBFC
2450
Roman Butler Fullerton & Co
Missouri
$517K -$17.1K -81 -3%

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.