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Visa
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3,054 hedge funds and large institutions have $351B invested in Visa in 2021 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 1,495 increasing their positions, 1,073 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 97

39% more repeat investments, than reductions

Existing positions increased: 1,495 | Existing positions reduced: 1,073

17% more call options, than puts

Call options by funds: $6.54B | Put options by funds: $5.59B

0% more funds holding

Funds holding: 3,045 → 3,054 (+9)

0.76% less ownership

Funds ownership: 94.3% → 93.54% (-0.76%)

6% less capital invested

Capital invested by funds: $372B → $351B (-$21B)

13% less funds holding in top 10

Funds holding in top 10: 475 → 412 (-63)

Holders
3,054
Holders Change
+9
Holders Change %
+0.3%
% of All Funds
53.47%
Holding in Top 10
412
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-13.26%
% of All Funds
7.21%
New
146
Increased
1,495
Reduced
1,073
Closed
97
Calls
$6.54B
Puts
$5.59B
Net Calls
+$944M
Net Calls Change
-$520M

Top Buyers

Rank Fund Capital Flow
1
TCI Fund Management
TCI Fund Management
United Kingdom
+$1.38B
2
GQG Partners
GQG Partners
Florida
+$835M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$574M
4
BlackRock
BlackRock
New York
+$556M
5
PIF
Public Investment Fund
Saudi Arabia
+$377M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.65B
2
Fisher Asset Management
Fisher Asset Management
Washington
-$1.24B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.04B
4
Capital International Investors
Capital International Investors
California
-$927M
5
Capital World Investors
Capital World Investors
California
-$868M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.76B +$31.9M +135,856 +1%
MAM
27
Magellan Asset Management
Australia
$2.73B -$73.6M -313,798 -2%
American Century Companies
28
American Century Companies
Missouri
$2.59B +$36.4M +155,280 +1%
UBS AM
29
UBS AM
Illinois
$2.53B +$306M +1,306,603 +13%
Legal & General Group
30
Legal & General Group
United Kingdom
$2.49B +$96.3M +410,874 +4%
Wells Fargo
31
Wells Fargo
California
$2.47B +$13.2M +56,144 +0.5%
Polen Capital Management
32
Polen Capital Management
Florida
$2.43B +$149M +634,290 +6%
Deutsche Bank
33
Deutsche Bank
Germany
$2.31B -$345M -1,471,687 -12%
Goldman Sachs
34
Goldman Sachs
New York
$2.21B +$78.4M +334,316 +3%
Charles Schwab
35
Charles Schwab
California
$2.15B +$65.5M +279,380 +3%
Berkshire Hathaway
36
Berkshire Hathaway
Nebraska
$2.13B -$99.7M -425,000 -4%
Janus Henderson Group
37
Janus Henderson Group
United Kingdom
$1.96B -$57.1M -243,437 -3%
Ameriprise
38
Ameriprise
Minnesota
$1.8B -$255M -1,087,336 -12%
UBS Group
39
UBS Group
Switzerland
$1.73B -$6.82M -29,071 -0.4%
GQG Partners
40
GQG Partners
Florida
$1.72B +$835M +3,562,125 +86%
Invesco
41
Invesco
Georgia
$1.67B -$163M -696,044 -9%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$1.66B +$137M +585,289 +9%
Ninety One (UK)
43
Ninety One (UK)
United Kingdom
$1.64B +$148M +630,869 +9%
PPA
44
Parametric Portfolio Associates
Washington
$1.61B +$41.9M +178,679 +3%
Swiss National Bank
45
Swiss National Bank
Switzerland
$1.49B -$53.1M -226,500 -3%
JP Morgan Chase
46
JP Morgan Chase
New York
$1.48B -$381M -1,624,434 -20%
Fundsmith LLP
47
Fundsmith LLP
United Kingdom
$1.47B +$13.8M +58,709 +0.9%
Lazard Asset Management
48
Lazard Asset Management
New York
$1.46B +$75.4M +321,748 +5%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$1.44B +$5.57M +23,740 +0.4%
Brown Advisory
50
Brown Advisory
Maryland
$1.36B +$76.3M +325,426 +6%
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V Hedge Fund Activity: Q3 2021 in Review

3,054 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q3 2021, worth a combined $351B — down 5.7% from $372B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new V positions and 97 closed out — a net gain of 49 holders — while 1,495 added to existing stakes and 1,073 trimmed.

The largest buyer was TCI Fund Management, adding an estimated $1.38B. The largest seller was T. Rowe Price Associates, cutting an estimated $2.65B.

  • 3,054 institutional investors held Visa (V) as of Q3 2021, up from 3,045 in Q2 2021.
  • Funds reported $351B of Visa stock for Q3 2021, down 5.7% quarter-over-quarter.
  • 146 funds opened new Visa positions in Q3 2021 and 97 closed out, a net change of +49 holders.
  • The largest Visa buyer in Q3 2021 was TCI Fund Management, an estimated $1.38B added.
  • The largest Visa seller in Q3 2021 was T. Rowe Price Associates, an estimated $2.65B sold.

Based on aggregated 13F filings for Q3 2021.