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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
SIAP
3026
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K +$686 +3 +2%
WIA
3027
Wealthstreet Investment Advisors
Texas
$12K -$27.8M -121,672 -100%
MFT
3028
Moisand Fitzgerald Tamayo
Florida
$12K +$11.4K +50 +1,667%
MFG
3029
Monumental Financial Group
Maryland
$10K -$682K -2,982 -99%
CWM
3030
Cranbrook Wealth Management
Michigan
$9K -$10.1K -44 -54%
CMBA
3031
C.M. Bidwell & Associates
Hawaii
$9K
RIM
3032
Ranger Investment Management
Texas
$9K
TJHA
3033
Thomas J. Herzfeld Advisors
Florida
$7K -$229 -1 -3%
DI
3034
Disciplined Investments
Oklahoma
$7K
SA
3035
SRH Advisors
Kansas
$7K
MA
3036
Modus Advisors
Minnesota
$7K +$7.09K +31 New
JWM
3037
Jackson Wealth Management
Florida
$7K +$128M +560,874 +1,434%
HWM
3038
Holloway Wealth Management
Florida
$6K
CWA
3039
Carolina Wealth Advisors
South Carolina
$5K -$6.63K -29 -56%
UFF
3040
USA Financial Formulas
Michigan
$5K -$2.74K -12 -35%
LIM
3041
Longfellow Investment Management
Massachusetts
$5K
MIM
3042
Macroview Investment Management
Maryland
$5K +$4.57K +20 New
KJHP
3043
K.J. Harrison & Partners
Ontario, Canada
$3.71K -$226K -990 -6%
Walleye Capital
3044
Walleye Capital
New York
$3.64K +$3.55M +15,550 New
AIA
3045
Arcadia Investment Advisors
Idaho
$3.04K +$2.97K +13 New
EWM
3046
Elite Wealth Management
Washington
$2.42K +$122K +534 +5%
TI
3047
Truehand Inc
New Hampshire
$2K
HF
3048
Halpern Financial
Virginia
$1.64K
RCC
3049
Red Cedar Capital
Nebraska
$1K
PI
3050
PEAK6 Investments
Illinois
$1K +$686 +3 New

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.