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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
TWP
2826
Total Wealth Planning
Ohio
$250K +$245K +1,070 New
FGAM
2827
Financial Gravity Asset Management
Texas
$249K -$229 -1 -1%
LFG
2828
Larson Financial Group
Missouri
$249K +$457 +2 +0.2%
CA
2829
CapWealth Advisors
Tennessee
$249K +$10.3K +45 +4%
WAM
2830
Wolverine Asset Management
Illinois
$248K +$243K +1,064 New
CWAF
2831
Core Wealth Advisors (Florida)
Florida
$246K -$415K -1,816 -63%
W
2832
WealthOne
New York
$246K -$71.6K -313 -23%
AC
2833
Alley Company
Illinois
$246K
V
2834
VeraBank
Texas
$245K +$19.4K +85 +9%
CF
2835
Corrigan Financial
Rhode Island
$243K
ODCM
2836
Old Dominion Capital Management
Virginia
$243K
MP
2837
McDonald Partners
Ohio
$242K -$68.4K -299 -22%
SP
2838
SWS Partners
Ohio
$242K -$50.1K -219 -17%
FNBTCON
2839
First National Bank & Trust Co of Newtown
Pennsylvania
$242K
TFO
2840
Tarbox Family Office
California
$241K -$4.57K -20 -2%
MHIC
2841
Marble Harbor Investment Counsel
Massachusetts
$240K
NAS
2842
Nicolet Advisory Services
Wisconsin
$239K
BMA
2843
Brooks Moore & Associates
Tennessee
$237K
NS
2844
Newman & Schimel
Illinois
$237K
CRI
2845
Colonial River Investments
Virginia
$237K +$6.63K +29 +3%
TWM
2846
Triton Wealth Management
Arizona
$237K +$6.63K +29 +3%
CCP
2847
Cassia Capital Partners
North Carolina
$237K +$231K +1,012 New
CAM
2848
Costello Asset Management
Pennsylvania
$236K
SC
2849
Saturna Capital
Washington
$236K
EC
2850
EJF Capital
Virginia
$234K -$343K -1,500 -60%

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.