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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
LGA
2851
Lebenthal Global Advisors
New York
$234K -$26.7K -117 -10%
AI
2852
ArchPoint Investors
Florida
$234K
BWM
2853
BigSur Wealth Management
Florida
$234K
DCM
2854
Delta Capital Management
New Jersey
$234K
NIM
2855
Nexus Investment Management
Ontario, Canada
$234K
TCB
2856
Texas Capital Bancshares
Texas
$234K
RC
2857
Rinet Company
Massachusetts
$234K +$12.1K +53 +6%
HCM
2858
Highlander Capital Management
New Jersey
$234K +$68.6K +300 +43%
GLLW
2859
Graves Light Lenhart Wealth
Virginia
$233K -$43K -188 -16%
MLFP
2860
MPS Loria Financial Planners
Illinois
$233K
EIP
2861
Ellis Investment Partners
Pennsylvania
$233K +$9.37K +41 +4%
CRIG
2862
Charter Research & Investment Group
Connecticut
$231K +$9.14K +40 +4%
SFA
2863
Source Financial Advisors
New York
$230K -$10.7K -47 -5%
CMANY
2864
Capital Management Associates (New York)
New York
$229K +$2.29K +10 +1%
FIB
2865
First Interstate Bank
Montana
$227K +$222K +971 New
EE
2866
EWG Elevate
California
$225K +$219K +956 New
CA
2867
CGN Advisors
Kansas
$225K +$220K +964 New
BC
2868
Barnett & Company
Tennessee
$224K -$110K -480 -33%
MF
2869
Montis Financial
Massachusetts
$224K -$26.5K -116 -11%
EA
2870
Eclectic Associates
California
$224K
GWI
2871
Grace & White Inc
New York
$224K
MC
2872
Matisse Capital
Oregon
$224K
PI
2873
Parkside Investments
Illinois
$224K +$229 +1 +0.1%
BBHC
2874
Brown Brothers Harriman & Co
New York
$223K -$1.97M -8,608 -0.9%
AWM
2875
AllSquare Wealth Management
New York
$223K +$17.8K +78 +9%

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.