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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
AWAP
2751
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$297K +$38.2K +167 +15%
CAGAS
2752
Capital Advisory Group Advisory Services
Minnesota
$295K -$457 -2 -0.2%
BCP
2753
Blackhawk Capital Partners
Wisconsin
$294K
FCMC
2754
Founders Capital Management (Connecticut)
Connecticut
$293K
CFFP
2755
Center for Financial Planning
Michigan
$293K +$11K +48 +4%
MWM
2756
McNaughton Wealth Management
California
$293K +$61.7K +270 +27%
HWA
2757
Heartwood Wealth Advisors
Virginia
$292K
HCA
2758
Heck Capital Advisors
Wisconsin
$289K +$3.43K +15 +1%
GA
2759
GFS Advisors
Texas
$288K
FMI
2760
F/M Investments
District of Columbia
$287K -$26.1K -114 -9%
B
2761
Bridgeworth
Alabama
$286K +$24.7K +108 +10%
AA
2762
Apriem Advisors
California
$286K +$280K +1,225 New
EF
2763
Exeter Financial
Arizona
$285K +$273K +1,195 New
IIM
2764
InTrack Investment Management
Vermont
$284K -$252K -1,101 -48%
G
2765
GenTrust
Florida
$284K +$278K +1,214 New
ML
2766
McAdam LLC
Pennsylvania
$282K +$5.94K +26 +2%
CS
2767
Cannell & Spears
New York
$280K -$72K -315 -21%
SC
2768
Slow Capital
California
$280K -$1.83K -8 -0.7%
BWCS
2769
Beirne Wealth Consulting Services
Connecticut
$280K -$914 -4 -0.3%
CFA
2770
Capstone Financial Advisors
Illinois
$280K +$19.2K +84 +8%
LAM
2771
L2 Asset Management
Massachusetts
$280K +$26.1K +114 +11%
MA
2772
Mosaic Advisors
Texas
$279K +$4.57K +20 +2%
MCM
2773
Marathon Capital Management
Maryland
$278K
TC
2774
Trilogy Capital
California
$278K +$267K +1,167 New
WQ
2775
Wealth Quarterback
New Jersey
$278K +$272K +1,188 New

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.