We are live on ! Find out more

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
BCAM
676
Boston Common Asset Management
Massachusetts
$20.1M +$72.2K +316 +0.4%
RSS
677
Rosenblum Silverman Sutton
California
$20M -$10.3K -45 -0.1%
BWFA
678
Baltimore-Washington Financial Advisors
Maryland
$20M +$64.5K +282 +0.3%
RCYC
679
Richard C. Young & Co
Rhode Island
$19.7M -$192K -839 -1%
NWM
680
Nicola Wealth Management
British Columbia, Canada
$19.5M +$1.83M +8,000 +11%
AC
681
Avenir Corporation
Virginia
$19.5M +$226K +988 +1%
AIP
682
ARS Investment Partners
New York
$19.5M +$79.6K +348 +0.4%
SFI
683
Susquehanna Fundamental Investments
Pennsylvania
$19.3M -$2.78M -12,148 -13%
BONST
684
Bank of Nova Scotia Trust
Ontario, Canada
$19.3M -$338K -1,477 -2%
HCM
685
Hilton Capital Management
New York
$19.3M -$311K -1,362 -2%
BC
686
Burney Company
Virginia
$19.3M -$592K -2,590 -3%
FNT
687
First National Trust
Pennsylvania
$19.2M +$681K +2,978 +4%
CAMG
688
CWA Asset Management Group
Florida
$19.2M +$791K +3,462 +4%
TTWM
689
TCV Trust & Wealth Management
Virginia
$19.2M +$87.1K +381 +0.5%
EHC
690
Everett Harris & Co
California
$19.1M -$45.3K -198 -0.2%
SC
691
SouthState Corp
Florida
$19M -$476K -2,082 -3%
TAS
692
TIFF Advisory Services
Pennsylvania
$18.8M -$1.49M -6,533 -7%
SSA
693
South Street Advisors
New York
$18.7M -$754K -3,296 -4%
TA
694
TRB Advisors
New York
$18.7M
TFA
695
Teamwork Financial Advisors
Texas
$18.7M -$1.68M -7,349 -8%
SCM
696
Silvant Capital Management
Georgia
$18.7M -$368K -1,608 -2%
BOTW
697
Bank of the West
California
$18.5M -$212K -927 -1%
MBI
698
Montrusco Bolton Investments
Quebec, Canada
$18.3M -$2.93M -12,811 -14%
BFA
699
Beaumont Financial Advisors
Massachusetts
$18.3M +$631K +2,761 +4%
LS
700
Livforsakringsbolaget Skandia
Sweden
$18.3M +$1.37M +6,000 +8%

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.