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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
4WM
2801
4J Wealth Management
Virginia
$261K
SWM
2802
Salvus Wealth Management
New Jersey
$261K +$254K +1,110 New
KAM
2803
Knightsbridge Asset Management
California
$260K
HCM
2804
HMS Capital Management
Tennessee
$260K +$254K +1,110 New
OGF
2805
Orin Green Financial
California
$259K
CPC
2806
Consolidated Planning Corp
Georgia
$258K -$2.29K -10 -0.9%
IFAM
2807
Institutional & Family Asset Management
Colorado
$257K -$91.7K -401 -27%
IF
2808
IRON Financial
Illinois
$257K -$10.3K -45 -4%
TCWA
2809
Ten Capital Wealth Advisors
Washington
$256K +$1.83K +8 +0.7%
GCA
2810
Gradient Capital Advisors
California
$254K +$6.63K +29 +3%
Voloridge Investment Management
2811
Voloridge Investment Management
Florida
$253K -$2.4M -10,491 -91%
WDC
2812
Woodward Diversified Capital
California
$253K -$748K -3,273 -75%
VR
2813
Viridian RIA
Washington
$253K
JCIA
2814
Jackson Creek Investment Advisors
Colorado
$253K +$248K +1,083 New
NFP
2815
Novak Financial Planning
Maryland
$252K
OHIS
2816
Oak Harvest Investment Services
Texas
$252K +$457 +2 +0.2%
FC
2817
Fusion Capital
South Carolina
$252K +$11.9K +52 +5%
CYG
2818
Clean Yield Group
Vermont
$252K +$246K +1,078 New
RP
2819
Rowlandmiller & Partners
Georgia
$251K
SN
2820
Sittner & Nelson
Oregon
$251K
FC
2821
Ferris Capital
Massachusetts
$250K -$7.06M -30,891 -97%
AIA
2822
AIMZ Investment Advisors
California
$250K
PP
2823
PrairieView Partners
Minnesota
$250K
BFIC
2824
Bedell Frazier Investment Counselling
California
$250K +$1.83K +8 +0.8%
Members Trust
2825
Members Trust
Florida
$250K +$22.9K +100 +10%

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.