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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
AWM
2926
Activest Wealth Management
Florida
$155K -$254K -1,109 -63%
ONST
2927
Old North State Trust
North Carolina
$154K +$11.4K +50 +8%
POIA
2928
Pin Oak Investment Advisors
Texas
$152K -$204K -893 -58%
LWP
2929
Laurel Wealth Planning
Minnesota
$150K
VRM
2930
Vectors Research Management
New York
$150K +$914 +4 +0.6%
Nisa Investment Advisors
2931
Nisa Investment Advisors
Missouri
$147K -$7.98M -34,914 -5%
LWA
2932
Lowe Wealth Advisors
Maryland
$145K
ETI
2933
Enterprise Trust & Investment
California
$143K
BC
2934
Burleson & Co
California
$143K +$229 +1 +0.2%
CAL
2935
Capital Advisors Ltd
Ohio
$137K
AIG
2936
American International Group
New York
$136K -$3.78M -16,555 -3%
HS
2937
Horan Securities
United States
$135K +$62.2K +272 +89%
TFGT
2938
TS Financial Group (TSFG)
Illinois
$134K +$229 +1 +0.2%
ICM
2939
Islay Capital Management
Texas
$133K
TI
2940
tru Independence
Oregon
$128K -$223K -974 -64%
SIS
2941
Sound Income Strategies
Florida
$128K -$7.77K -34 -6%
HWM
2942
HighMark Wealth Management
Minnesota
$123K +$686 +3 +0.6%
CFN
2943
Cordasco Financial Network
Florida
$122K
NICM
2944
Neo Ivy Capital Management
New York
$120K -$350K -1,532 -75%
BA
2945
Bellwether Advisors
Nebraska
$120K
AP
2946
Atwood & Palmer
Missouri
$119K +$8.92K +39 +8%
LAS
2947
Lloyd Advisory Services
Georgia
$119K +$39.5K +173 +52%
AWM
2948
Accel Wealth Management
Iowa
$116K -$36.6K -160 -24%
FA
2949
Financial Avengers
California
$115K +$1.37K +6 +1%
CP
2950
Corbenic Partners
Pennsylvania
$112K

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.