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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
RA
2951
Resolute Advisors
California
$109K
NIM
2952
NuWave Investment Management
New Jersey
$108K -$157K -687 -60%
TC
2953
Truvestments Capital
Florida
$106K -$52.6K -230 -34%
FI
2954
FormulaFolio Investments
Michigan
$105K
TC
2955
Tacita Capital
Ontario, Canada
$104K
JIR
2956
James Investment Research
Ohio
$101K +$96.2K +421 +3,508%
JPLA
2957
Joseph P. Lucia & Associates
New York
$100K +$14.9K +65 +18%
ARIS
2958
Advanced Research Investment Solutions
California
$99K
ST
2959
Sageworth Trust
Pennsylvania
$97K
FA
2960
Financial Advantage
Maryland
$93K
NR
2961
Newfound Research
Massachusetts
$90K +$3.89K +17 +5%
DWMG
2962
DB Wealth Management Group
California
$89K
GG
2963
Gleason Group
Kentucky
$88K +$229 +1 +0.3%
BHWM
2964
Bay Harbor Wealth Management
Maryland
$88K +$28.1K +123 +49%
IF
2965
Ironwood Financial
Arizona
$87K
PG
2966
Proffitt & Goodson
Tennessee
$86K
JWBC
2967
John W. Brooker & Co
California
$83K
MUMSS
2968
Mitsubishi UFJ Morgan Stanley Securities
Japan
$82K +$80K +350 New
KTC
2969
Kistler-Tiffany Companies
Pennsylvania
$81K +$3.43K +15 +5%
TAM
2970
Tucker Asset Management
Colorado
$78.8K -$42.3K -185 -35%
GM
2971
GeoWealth Management
Illinois
$77K +$75.4K +330 New
T2I
2972
Turim 21 Investimentos
Brazil
$76K +$74.8K +327 New
HFA
2973
Hoover Financial Advisors
Pennsylvania
$74K
CPFP
2974
Clear Perspectives Financial Planning
Ohio
$72K
AWM
2975
Avondale Wealth Management
Texas
$69K

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.