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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
BO
2701
Bank OZK
Arkansas
$335K +$1.14K +5 +0.3%
LC
2702
Lincoln Capital
Nebraska
$334K
UTC
2703
Unified Trust Company
Kentucky
$334K
FWP
2704
Firethorn Wealth Partners
Georgia
$333K -$12.6K -55 -4%
MFW
2705
Mosaic Family Wealth
Missouri
$333K -$2.29K -10 -0.7%
SWM
2706
Stockman Wealth Management
Montana
$333K +$4.34K +19 +1%
IFG
2707
Investors Financial Group
Minnesota
$333K +$12.3K +54 +4%
PC
2708
Peavine Capital
Nevada
$332K
WCM
2709
Wallace Capital Management
Texas
$332K
IA
2710
Inspire Advisors
Idaho
$332K +$324K +1,419 New
BIA
2711
Biondo Investment Advisors
Pennsylvania
$330K
PCA
2712
Peddock Capital Advisors
Massachusetts
$330K
DP
2713
Divergent Planning
Maryland
$329K
AWM
2714
Aprio Wealth Management
Georgia
$329K +$322K +1,407 New
ONGA
2715
O'Neil Global Advisors
California
$329K +$322K +1,408 New
AF
2716
Apexium Financial
Texas
$328K +$23.8K +104 +8%
MAP
2717
Milestone Advisory Partners
North Carolina
$327K
CBA
2718
Coastal Bridge Advisors
Connecticut
$327K +$66.8K +292 +26%
MA
2719
MCF Advisors
Kentucky
$327K +$68.4K +299 +27%
WC
2720
Westhampton Capital
North Carolina
$326K -$6.86K -30 -2%
TCM
2721
Triumph Capital Management
Colorado
$326K +$303K +1,327 New
TIA
2722
Tandem Investment Advisors
South Carolina
$324K -$39.5K -173 -11%
KPWG
2723
KFA Private Wealth Group
Virginia
$324K +$3.43K +15 +1%
RTS
2724
Round Table Services
New Jersey
$323K +$315K +1,380 New
WWMSC
2725
Wagner Wealth Management (South Carolina)
South Carolina
$322K -$2.06K -9 -0.6%

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.