We are live on ! Find out more

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
GSBTD
2601
Glenview State Bank Trust Department
Illinois
$410K
ACP
2602
Arcus Capital Partners
Georgia
$410K +$42.8K +187 +12%
WRM
2603
Weybosset Research & Management
Rhode Island
$408K
CST
2604
Charles Schwab Trust
Nevada
$408K +$29.3K +128 +8%
SNBOSCI
2605
Security National Bank of Sioux City Iowa
Iowa
$407K +$398K +1,739 New
WW
2606
Westshore Wealth
California
$403K
QAM
2607
QCI Asset Management
New York
$401K -$103K -452 -21%
JGIA
2608
Jackson Grant Investment Advisers
Connecticut
$400K +$6.86K +30 +2%
TWA
2609
TPB Wealth Advisors
Texas
$399K +$1.14K +5 +0.3%
JEST
2610
JTC Employer Solutions Trustee
Jersey
$398K +$389K +1,700 New
MAM
2611
Marquette Asset Management
Minnesota
$397K
LI
2612
LVZ Inc
Michigan
$397K +$24.9K +109 +7%
PPWM
2613
PFG Private Wealth Management
Florida
$396K +$75K +328 +24%
BWA
2614
Burt Wealth Advisors
Maryland
$394K
AFS
2615
Annapolis Financial Services
Maryland
$393K -$1.14K -5 -0.3%
MCA
2616
Mercer Capital Advisers
New Jersey
$393K +$8K +35 +2%
AWM
2617
Aberdeen Wealth Management
Illinois
$392K +$23.1K +101 +6%
PCH
2618
PGIM Custom Harvest
New Jersey
$391K +$37.3K +163 +11%
WAM
2619
WNY Asset Management
New York
$388K +$40K +175 +12%
ECM
2620
Ensemble Capital Management
California
$386K -$67.2K -294 -15%
SQA
2621
Simon Quick Advisors
New Jersey
$386K -$13.9K -61 -4%
III
2622
Independent Investors Inc
New York
$386K -$11.4K -50 -3%
CWA
2623
Capital Wealth Alliance
Arizona
$386K +$82.8K +362 +29%
MGIM
2624
M&G Investment Management
United Kingdom
$385K +$92.2M +403,432 +32%
CIG
2625
Cairn Investment Group
Washington
$384K +$51.9K +227 +16%

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.