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
EC
2976
Estate Counselors
Wisconsin
$69K
AL
2977
ADE LLC
Maryland
$67K
IFA
2978
Interactive Financial Advisors
Illinois
$67K
RFWA
2979
RPg Family Wealth Advisory
Massachusetts
$66.2K +$64.7K +283 New
NC
2980
NewSquare Capital
Pennsylvania
$66K
PCH
2981
Polar Capital Holdings
United Kingdom
$64.6K -$178M -777,740 -74%
FPW
2982
Flagship Private Wealth
Massachusetts
$64.6K
EWM
2983
Edge Wealth Management
New York
$64K
MGI
2984
MayTech Global Investments
New York
$64K
TFM
2985
TFC Financial Management
Massachusetts
$63K
VNA
2986
Valley National Advisers
Pennsylvania
$57K
SL
2987
Savior LLC
Massachusetts
$56K -$23.8K -104 -30%
RBC
2988
Roble Belko & Company
Pennsylvania
$52K -$6.4K -28 -11%
RCA
2989
Ranch Capital Advisors
Florida
$51K
PWP
2990
Personal Wealth Partners
Minnesota
$51K +$50.3K +220 New
HGWM
2991
Harvest Group Wealth Management
Massachusetts
$50K +$48.5K +212 New
IRC
2992
Investors Research Corp
Georgia
$48K
FMP
2993
Financial Management Professionals
Texas
$48K +$13.3K +58 +39%
EIM
2994
Essex Investment Management
Massachusetts
$47K
TCM
2995
TD Capital Management
Tennessee
$47K
APWA
2996
Atlas Private Wealth Advisors
New Jersey
$46K +$3.43K +15 +8%
FWM
2997
FFT Wealth Management
Pennsylvania
$46K +$45.3K +198 New
M1FG
2998
Mach-1 Financial Group
Arkansas
$45K
IWP
2999
IAG Wealth Partners
Wisconsin
$44K
SJIM
3000
St. Johns Investment Management
Florida
$43K +$5.03K +22 +14%

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.