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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
CA
2901
Cumberland Advisors
Florida
$203K +$199K +870 New
OBWG
2902
Onyx Bridge Wealth Group
New York
$200K +$184K +807 New
LI
2903
Lafayette Investments
Maryland
$200K +$196K +856 New
OEP
2904
Ocean Endowment Partners
Illinois
$198K +$21K +92 +8%
EAM
2905
Eukles Asset Management
Ohio
$197K +$150K +658 +360%
COCM
2906
Charter Oak Capital Management
New Hampshire
$195K
AA
2907
Addison Advisors
Vermont
$193K +$189K +825 New
HIM
2908
Hillsdale Investment Management
Ontario, Canada
$192K -$20.6K -90 -10%
FWM
2909
Focused Wealth Management
New York
$190K -$95.8K -419 -34%
BMD
2910
Better Money Decisions
New Mexico
$189K +$229 +1 +0.1%
GWMIA
2911
Global Wealth Management Investment Advisory
Florida
$188K -$1.14K -5 -0.6%
TLFA
2912
True Link Financial Advisors
California
$188K +$26.5K +116 +17%
Q
2913
QVR
California
$188K +$148K +649 +416%
LSV Asset Management
2914
LSV Asset Management
Illinois
$187K -$1.37M -6,000 -88%
PCA
2915
Providence Capital Advisors
North Carolina
$183K -$5.71K -25 -3%
EARNEST Partners
2916
EARNEST Partners
Georgia
$183K
MIHAS
2917
Maj Invest Holding A/S
Denmark
$175K
RWML
2918
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$175K -$319K -1,394 -65%
CIM
2919
CCLA Investment Management
United Kingdom
$174K +$862K +3,770 +0.5%
SWG
2920
Summit Wealth Group
Vermont
$166K
FFA
2921
Freedman Financial Associates
Massachusetts
$165K
TFIPS
2922
Towarzystwo Funduszy Inwestycyjnych PZU SA
$163K +$22.9K +100 +17%
TF
2923
TimeScale Financial
Massachusetts
$163K +$229 +1 +0.1%
LAM
2924
Lountzis Asset Management
Pennsylvania
$161K
CIA
2925
Cascade Investment Advisors
Oregon
$155K

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.