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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
SWMG
3126
Strategic Wealth Management Group
Maryland
-$222K -1,048 Closed
XS
3127
XR Securities
Illinois
-$215K -1,015 Closed
CBB
3128
Citizens Business Bank
California
-$204K -960 Closed
GAM
3129
Garrison Asset Management
Arkansas
-$203K -959 Closed
CSIA
3130
Charles Schwab Investment Advisory
California
-$201K -950 Closed
MWM
3131
Mascoma Wealth Management
New Hampshire
-$162K -764 Closed
MWP
3132
Meridian Wealth Partners
Pennsylvania
-$159K -752 Closed
BSG
3133
Black Swift Group
Colorado
-$159K -750 Closed
NIC
3134
Northwest Investment Counselors
Oregon
-$149K -705 Closed
BAMG
3135
Brand Asset Management Group
Missouri
-$112K -529 Closed
LTI
3136
Laffer Tengler Investments
Tennessee
-$107K -505 Closed
HI
3137
Human Investing
Oregon
-$100K -474 Closed
RWG
3138
Regal Wealth Group
California
-$95K -450 Closed
FFW
3139
Fusion Family Wealth
New York
-$85K -400 Closed
WCM
3140
Wealthcare Capital Management
Virginia
-$79K -374 Closed
TWP
3141
TFO Wealth Partners
Ohio
-$43K -202 Closed
CL
3142
COWA LLC
Oklahoma
-$31K -141 Closed
SSWG
3143
Seven Springs Wealth Group
Tennessee
-$18K -87 Closed
CIM
3144
Contravisory Investment Management
Massachusetts
-$6K -26 Closed
FIA
3145
FNY Investment Advisers
New York
-$5K -26 Closed

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.