We are live on ! Find out more

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
LCC
2876
Lincoln Capital Corp
Rhode Island
$223K +$218K +955 New
VCWA
2877
Vanguard Capital Wealth Advisors
Colorado
$222K -$12.1K -53 -5%
RWA
2878
Redhawk Wealth Advisors
Minnesota
$222K
PWA
2879
Phoenix Wealth Advisors
North Carolina
$221K -$208K -912 -50%
LC
2880
Landaas & Company
Wisconsin
$221K
VDI
2881
Vaughan David Investments
Illinois
$221K
WPIC
2882
White Pine Investment Company
Michigan
$221K
SIGI
2883
Susquehanna International Group (Ireland)
Ireland
$220K -$456K -1,996 -68%
RCAMU
2884
Rothschild & Co Asset Management US
Connecticut
$219K +$214K +937 New
BRA
2885
Biechele Royce Advisors
Indiana
$217K +$212K +927 New
PFA
2886
Plotkin Financial Advisors
Maryland
$217K +$212K +926 New
BCM
2887
Birmingham Capital Management
Alabama
$216K +$211K +925 New
LRIC
2888
Long Road Investment Counsel
Michigan
$216K +$211K +925 New
FVWA
2889
Foster Victor Wealth Advisors
South Carolina
$212K -$38.4K -168 -16%
TWP
2890
Treybourne Wealth Planners
Indiana
$212K +$207K +907 New
NAMM
2891
NorthStar Asset Management (Massachusetts)
Massachusetts
$212K +$207K +906 New
JWM
2892
Jeppson Wealth Management
California
$211K +$207K +905 New
CFC
2893
Coyle Financial Counsel
Illinois
$210K -$251K -1,100 -55%
STC
2894
Sarah T. Connolly
$210K +$206K +900 New
WA
2895
Wealthstar Advisors
Texas
$209K +$203K +886 New
BA
2896
Bridge Advisory
California
$208K +$203K +888 New
AIA
2897
Alera Investment Advisors
Illinois
$207K +$221K +965 New
MIM
2898
Marco Investment Management
Georgia
$204K +$199K +872 New
RGC
2899
Roberts, Glore & Co
Illinois
$204K +$200K +874 New
RPG
2900
Resource Planning Group
Georgia
$203K +$199K +869 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.