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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
AIS
2576
American Investment Services
Massachusetts
$434K -$47.8K -209 -10%
W
2577
Wealthquest
Ohio
$433K +$44.6K +195 +12%
FA
2578
Fountainhead AM
New Jersey
$431K
GWA
2579
GGM Wealth Advisors
Maryland
$430K -$229 -1 -0.1%
TIM
2580
Tortoise Investment Management
New York
$430K
CCA
2581
Catalyst Capital Advisors
New York
$430K +$421K +1,840 New
MAG
2582
MRA Advisory Group
New Jersey
$427K -$444K -1,942 -52%
HH
2583
HWG Holdings
Texas
$427K -$430K -1,883 -51%
KCM
2584
Kanawha Capital Management
Virginia
$427K -$4.8K -21 -1%
TWP
2585
Tempus Wealth Planning
California
$427K
CAM
2586
Crestone Asset Management
Colorado
$426K -$105K -460 -20%
OIM
2587
Oder Investment Management
California
$426K
VC
2588
Veery Capital
Delaware
$426K
MCM
2589
Manchester Capital Management
Vermont
$425K +$20.3K +89 +5%
BWLSA
2590
Blue Water Life Science Advisors
California
$423K
SPWG
2591
Sage Private Wealth Group
Illinois
$423K +$229 +1 +0.1%
DI
2592
DFPG Investments
Utah
$423K +$36.3K +159 +10%
EFG
2593
Everhart Financial Group
Ohio
$422K +$412K +1,801 New
LWP
2594
Legacy Wealth Planning
Nevada
$421K
SRC
2595
Shufro Rose & Co
New York
$419K -$129K -566 -24%
BFS
2596
Bickling Financial Services
Massachusetts
$417K +$110K +482 +37%
AIP
2597
Ahrens Investment Partners
Louisiana
$416K +$5.03K +22 +1%
TCM
2598
Tran Capital Management
California
$413K
SAM
2599
Strategy Asset Managers
California
$412K -$9.37K -41 -2%
CCM
2600
Carlson Capital Management
Minnesota
$411K +$8.92K +39 +2%

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.