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Visa
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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: 446 → 475 (+29)

1% more funds holding

Funds holding: 3,022 → 3,046 (+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

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$459M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$404M
3
TAM
Troy Asset Management
United Kingdom
+$390M
4
Macquarie Group
Macquarie Group
Australia
+$294M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$274M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$1.03B
2
BlackRock
BlackRock
New York
-$514M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$476M
4
RCMU
Rokos Capital Management (UK)
United Kingdom
-$446M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$416M
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
26
Franklin Resources
California
$2.91B -$26.6M -116,368 -0.9%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.87B +$85.3M +373,150 +3%
Deutsche Bank
28
Deutsche Bank
Germany
$2.77B +$183M +801,701 +7%
American Century Companies
29
American Century Companies
Missouri
$2.68B -$2.14M -9,379 -0.1%
Wells Fargo
30
Wells Fargo
California
$2.58B -$173M -757,157 -6%
Legal & General Group
31
Legal & General Group
United Kingdom
$2.52B +$84.6M +370,062 +4%
Polen Capital Management
32
Polen Capital Management
Florida
$2.4B +$103M +448,979 +5%
UBS AM
33
UBS AM
Illinois
$2.35B +$59.3M +259,520 +3%
Berkshire Hathaway
34
Berkshire Hathaway
Nebraska
$2.34B – – –
Goldman Sachs
35
Goldman Sachs
New York
$2.24B -$208M -911,310 -9%
Charles Schwab
36
Charles Schwab
California
$2.19B +$38.4M +167,843 +2%
Ameriprise
37
Ameriprise
Minnesota
$2.14B -$105M -457,919 -5%
Janus Henderson Group
38
Janus Henderson Group
United Kingdom
$2.11B +$83.7M +366,204 +4%
JP Morgan Chase
39
JP Morgan Chase
New York
$1.93B -$270M -1,182,171 -13%
Invesco
40
Invesco
Georgia
$1.91B +$191M +834,984 +11%
UBS Group
41
UBS Group
Switzerland
$1.82B +$6.24M +27,290 +0.4%
PPA
42
Parametric Portfolio Associates
Washington
$1.65B +$46.9M +204,936 +3%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.62B -$70.7M -309,275 -4%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$1.6B +$404M +1,768,002 +35%
Ninety One (UK)
45
Ninety One (UK)
United Kingdom
$1.57B +$40.1M +175,203 +3%
Fundsmith LLP
46
Fundsmith LLP
United Kingdom
$1.53B +$10.1M +44,008 +0.7%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$1.5B -$13.6M -59,378 -0.9%
Lazard Asset Management
48
Lazard Asset Management
New York
$1.46B -$13.9M -60,978 -1%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$1.43B +$10.3M +45,255 +0.7%
Temasek Holdings
50
Temasek Holdings
Singapore
$1.39B – – –
1
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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.