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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
ACM
2776
Academy Capital Management
Texas
$277K +$1.14K +5 +0.4%
BSAM
2777
Blue Square Asset Management
New York
$275K -$11.4K -50 -4%
FPCP
2778
Fort Point Capital Partners
California
$275K
TFF
2779
The Family Firm
Maryland
$275K +$457 +2 +0.2%
CHAM
2780
Clear Harbor Asset Management
Connecticut
$274K -$747K -3,266 -74%
WDG
2781
Wealth Dimensions Group
Ohio
$273K +$38.4K +168 +17%
FSA
2782
Franklin Street Advisors
North Carolina
$272K -$3.43M -15,016 -93%
AHB
2783
Abner Herrman & Brock
New Jersey
$272K -$96.7K -423 -27%
AWS
2784
Arkfeld Wealth Strategies
Nebraska
$272K -$10.3K -45 -4%
YMRC
2785
Yorktown Management & Research Company
Virginia
$272K
KFA
2786
Kelleher Financial Advisors
New York
$271K -$232K -1,016 -47%
PCAP
2787
Pratt Collard Advisory Partners
New York
$271K
TC
2788
Tatro Capital
Kentucky
$271K +$8.92K +39 +3%
MVA
2789
Mount Vernon Associates
Maryland
$269K
FM
2790
Foster & Motley
Ohio
$268K
THWM
2791
Taylor Hoffman Wealth Management
Virginia
$268K
EMFAT
2792
Emerald Mutual Fund Advisers Trust
Pennsylvania
$268K +$262K +1,148 New
NPT
2793
Nixon Peabody Trust
Massachusetts
$267K -$5.71K -25 -2%
BIAS
2794
Beacon Investment Advisory Services
New Jersey
$267K
FSA
2795
Financial Sense Advisors
California
$266K -$56.9K -249 -18%
GWM
2796
Greenwich Wealth Management
Connecticut
$266K +$15.8K +69 +6%
NCM
2797
Neumann Capital Management
California
$264K
C1AG
2798
Client 1st Advisory Group
Florida
$263K +$35.2K +154 +16%
JWS
2799
Juncture Wealth Strategies
Arizona
$263K +$252K +1,104 New
NSB
2800
Norway Savings Bank
Maine
$262K +$24.5K +107 +11%

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.