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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
SSC
3001
Syverson Strege & Co
Iowa
$41K
BAM
3002
Baldrige Asset Management
Pennsylvania
$40K +$39.1K +171 New
AW
3003
Avion Wealth
Texas
$39K -$72.9K -319 -65%
DCM
3004
Disciplina Capital Management
Tennessee
$38.9K +$8.46K +37 +29%
CMA
3005
Cedar Mountain Advisors
Oregon
$37K -$229 -1 -0.6%
AA
3006
AlphaMark Advisors
Kentucky
$30K -$11.4K -50 -28%
DWA
3007
Delos Wealth Advisors
Texas
$29K +$28.6K +125 New
FCM
3008
Firestone Capital Management
Florida
$28K
EAM
3009
Exos Asset Management
New York
$28K +$27K +118 New
CIR
3010
Clear Investment Research
Georgia
$27K
SC
3011
Steph & Co
Wisconsin
$27K
SCA
3012
Stuart Chaussee & Associates
California
$26K
DTIM
3013
Danda Trouve Investment Management
Kansas
$25K +$24K +105 New
RCMU
3014
Rokos Capital Management (UK)
United Kingdom
$24K -$446M -1,950,378 -100%
MFA
3015
McClarren Financial Advisors
Pennsylvania
$23K
SWM
3016
Selective Wealth Management
Virginia
$23K +$1.83K +8 +9%
SFP
3017
Sterling Financial Planning
New Jersey
$22K +$14.6K +64 +213%
PWS
3018
Paragon Wealth Strategies
Florida
$22K +$21.7K +95 New
JWA
3019
JFS Wealth Advisors
Pennsylvania
$21K +$3.89K +17 +24%
RG
3020
Retirement Group
California
$20K -$70.4K -308 -78%
RCWMU
3021
Rothschild & Co Wealth Management (UK)
United Kingdom
$20K
IP
3022
Isthmus Partners
Wisconsin
$20K +$19.2K +84 New
H
3023
HoyleCohen
California
$19.9K -$32K -140 -0.2%
HL
3024
Harding Loevner
New Jersey
$18K
RDFA
3025
Ritter Daniher Financial Advisory
Ohio
$17K

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.