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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
MIG
2526
McGuire Investment Group
Rhode Island
$507K
ABTD
2527
Arvest Bank Trust Division
Oklahoma
$507K +$137K +600 +38%
JPG
2528
Jordan Park Group
California
$504K +$493K +2,156 New
CFSG
2529
Clark Financial Services Group
Missouri
$500K
CAM
2530
Claret Asset Management
Quebec, Canada
$498K -$20.3K -89 -4%
DWM
2531
Darwin Wealth Management
Florida
$496K -$114K -498 -19%
VFM
2532
Vivid Financial Management
California
$496K
CFD
2533
Creative Financial Designs
Indiana
$495K +$9.6K +42 +2%
OL
2534
Optas LLC
Texas
$494K +$13.9K +61 +3%
LC
2535
Lavaca Capital
Texas
$492K +$97.2K +425 +25%
RFMS
2536
RWQ Financial Management Services
Florida
$491K +$109K +475 +29%
DHFB
2537
Dixon Hubard Feinour & Brown
Virginia
$489K -$441K -1,928 -48%
LA
2538
LexAurum Advisors
Kansas
$489K -$39.8K -174 -8%
WDL
2539
Well Done LLC
Michigan
$488K +$15.1K +66 +3%
SIAG
2540
Safeguard Investment Advisory Group
California
$487K +$15.1K +66 +3%
LAM
2541
LifePro Asset Management
California
$486K -$553K -2,419 -54%
BWM
2542
BerganKDV Wealth Management
Minnesota
$482K
HFS
2543
Howard Financial Services
Texas
$479K -$68.6K -300 -13%
HIS
2544
Horizon Investment Services
Indiana
$478K -$3.2K -14 -0.7%
DE
2545
Day & Ennis
Georgia
$478K
SCM
2546
SOL Capital Management
Maryland
$477K -$11.4K -50 -2%
EWA
2547
Encompass Wealth Advisors
Oregon
$477K +$2.29K +10 +0.5%
LCM
2548
LVM Capital Management
Michigan
$477K +$229K +1,000 +96%
VCM
2549
Vivaldi Capital Management
Illinois
$472K -$18.5K -81 -4%
FP
2550
Fiduciary Planning
Florida
$472K +$449K +1,963 +3,444%

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.