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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
DA
2451
DCM Advisors
New York
$517K +$842 +4 +0.2%
BRG
2452
Bay Rivers Group
Virginia
$517K +$10.5K +50 +2%
GP
2453
Geneva Partners
Wisconsin
$516K -$3.16K -15 -0.6%
APG
2454
Abacus Planning Group
South Carolina
$516K +$203K +965 +66%
TWM
2455
TMD Wealth Management
Arizona
$515K
CCG
2456
Chatham Capital Group
Georgia
$515K +$60K +285 +13%
BMCM
2457
Bryn Mawr Capital Management
Pennsylvania
$513K
DWA
2458
Dougherty Wealth Advisers
Minnesota
$512K
RIM
2459
Rockbridge Investment Management
New York
$510K -$1.05K -5 -0.2%
MFG
2460
Magnus Financial Group
New York
$507K -$746K -3,546 -60%
TPW
2461
Tiller Private Wealth
Pennsylvania
$507K +$16.8K +80 +3%
GSEP
2462
Golden State Equity Partners
California
$506K -$15.8K -75 -3%
SFG
2463
SageGuard Financial Group
Tennessee
$506K +$53.5K +254 +12%
SFWA
2464
Summit Financial Wealth Advisors
Louisiana
$505K
TI
2465
Truepoint Inc
Ohio
$505K +$210 +1 +0%
MWA
2466
Moser Wealth Advisors
Washington
$505K +$22.7K +108 +5%
GSC
2467
G&S Capital
Colorado
$505K +$58.3K +277 +13%
BCM
2468
Birch Capital Management
Texas
$502K -$84.8K -403 -15%
AIFAIM
2469
American Institute for Advanced Investment Management
Arizona
$501K -$23.2K -110 -4%
TF
2470
Tompkins Financial
New York
$501K
SRC
2471
Shufro Rose & Co
New York
$499K -$8.42K -40 -2%
TCWM
2472
Total Clarity Wealth Management
Illinois
$499K +$49.5K +235 +11%
GGHC
2473
Gilder Gagnon Howe & Co
New York
$499K +$151K +718 +44%
SGCA
2474
Steel Grove Capital Advisors
Tennessee
$499K +$218K +1,034 +78%
HFS
2475
Howard Financial Services
Texas
$497K +$2.1K +10 +0.4%

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.