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3,046 hedge funds and large institutions have $372B invested in Visa in 2021 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 1,392 increasing their positions, 1,117 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 95

31% more call options, than puts

Call options by funds: $6.12B | Put options by funds: $4.65B

25% more repeat investments, than reductions

Existing positions increased: 1,392 | Existing positions reduced: 1,117

10% more capital invested

Capital invested by funds: $339B → $372B (+$33.2B)

7% more funds holding in top 10

Funds holding in top 10: 446475 (+29)

1% more funds holding

Funds holding: 3,0223,046 (+24)

0.23% less ownership

Funds ownership: 94.53%94.3% (-0.23%)

Holders
3,046
Holders Change
+24
Holders Change %
+0.79%
% of All Funds
53.01%
Holding in Top 10
475
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+6.5%
% of All Funds
8.27%
New
157
Increased
1,392
Reduced
1,117
Closed
95
Calls
$6.12B
Puts
$4.65B
Net Calls
+$1.46B
Net Calls Change
-$719M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
2501
Wealth Architects
California
$530K +$46.2K +202 +10%
SIC
2502
Samalin Investment Counsel
New York
$529K +$8.46K +37 +2%
CG
2503
Corundum Group
Colorado
$528K -$8.69K -38 -2%
NCG
2504
Newport Capital Group
New Jersey
$528K
FNBOSM
2505
First National Bank of South Miami
Florida
$528K +$50.1K +219 +11%
PBO
2506
Peoples Bank (Ohio)
Ohio
$527K +$16.7K +73 +3%
DTC
2507
Davidson Trust Company
Washington
$521K -$10.1K -44 -2%
CCFM
2508
Clear Creek Financial Management
Washington
$517K +$505K +2,211 New
TF
2509
Trek Financial
Arizona
$515K +$102K +448 +26%
OFW
2510
Omnia Family Wealth
Florida
$514K -$12.6K -55 -2%
RW
2511
Rede Wealth
Virginia
$514K
LFF
2512
Level Four Financial
Texas
$514K +$1.6K +7 +0.3%
SEIA
2513
Signature Estate & Investment Advisors
California
$514K +$16.5K +72 +3%
TWP
2514
Tower Wealth Partners
Pennsylvania
$513K -$914 -4 -0.2%
PIMG
2515
Patriot Investment Management Group
Tennessee
$512K -$1.14K -5 -0.2%
CAM
2516
Campion Asset Management
Virginia
$512K
BAAM
2517
Baker Avenue Asset Management
California
$512K +$76.1K +333 +18%
PG
2518
Prostatis Group
Maryland
$511K +$29K +127 +6%
TCM
2519
Tandem Capital Management
New Jersey
$511K
GCP
2520
GSA Capital Partners
United Kingdom
$511K +$500K +2,186 New
NVIM
2521
New Vernon Investment Management
Illinois
$510K
BFC
2522
Bedel Financial Consulting
Indiana
$510K +$102K +447 +26%
AIIMS
2523
Analyst IMS Investment Management Services
Israel
$510K +$499K +2,184 New
EA
2524
Emerald Advisors
Washington
$509K +$30.9K +135 +7%
FFG
2525
Frisch Financial Group
New York
$508K -$121K -528 -20%

V Hedge Fund Activity: Q2 2021 in Review

3,046 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q2 2021, worth a combined $372B — up 9.8% from $339B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new V positions and 95 closed out — a net gain of 62 holders — while 1,392 added to existing stakes and 1,117 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $459M. The largest seller was Capital World Investors, cutting an estimated $1.03B.

  • 3,046 institutional investors held Visa (V) as of Q2 2021, up from 3,022 in Q1 2021.
  • Funds reported $372B of Visa stock for Q2 2021, up 9.8% quarter-over-quarter.
  • 157 funds opened new Visa positions in Q2 2021 and 95 closed out, a net change of +62 holders.
  • The largest Visa buyer in Q2 2021 was AllianceBernstein, an estimated $459M added.
  • The largest Visa seller in Q2 2021 was Capital World Investors, an estimated $1.03B sold.

Based on aggregated 13F filings for Q2 2021.