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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
DY
701
Dowling & Yahnke
California
$18.2M +$68.4K +299 +0.4%
FMC
702
First Merchants Corp
Indiana
$18.2M -$856K -3,746 -5%
DWM
703
Dakota Wealth Management
Florida
$18.2M +$494K +2,159 +3%
PFSC
704
Peoples Financial Services Corp
Pennsylvania
$18.1M -$22.9K -100 -0.1%
BRWA
705
B. Riley Wealth Advisors
Florida
$18.1M +$278K +1,218 +2%
DSAM
706
Dock Street Asset Management
Florida
$18.1M -$554K -2,424 -3%
CIS
707
Capital International Sarl
California
$18M -$2.21M -9,680 -11%
NMIMC
708
Northwestern Mutual Investment Management Company
Wisconsin
$18M -$14.4K -63 -0.1%
TSS
709
Thomas Story & Son
Indiana
$17.9M -$842K -3,685 -5%
CIA
710
Covington Investment Advisors
Pennsylvania
$17.9M -$408K -1,784 -2%
ERIM
711
Eagle Ridge Investment Management
Connecticut
$17.8M -$42.8K -187 -0.2%
LC
712
Lakehouse Capital
Australia
$17.8M +$17.4M +75,965 New
MC
713
Moors & Cabot
Massachusetts
$17.5M -$812K -3,552 -5%
BBA
714
BLB&B Advisors
Pennsylvania
$17.3M -$424K -1,853 -2%
ACM
715
Azimuth Capital Management
Michigan
$17.3M +$410K +1,794 +2%
HC
716
Henshaw Capital
Massachusetts
$17.2M +$32.9K +144 +0.2%
KLWA
717
Kelly Lawrence W & Associates
California
$17.2M +$9.14K +40 +0.1%
WAM
718
Wallington Asset Management
Indiana
$17.1M +$345K +1,510 +2%
DBG
719
De Burlo Group
Massachusetts
$17.1M -$68.6K -300 -0.4%
BCV
720
Banque Cantonale Vaudoise
Switzerland
$17M -$1.58M -6,900 -9%
KCM
721
Kornitzer Capital Management
Kansas
$17M -$334K -1,463 -2%
FHCM
722
Force Hill Capital Management
New York
$17M +$6.95M +30,400 +72%
VI
723
Vestcor Inc
New Brunswick, Canada
$16.9M -$8.21M -35,909 -33%
ACM
724
Anomaly Capital Management
New York
$16.9M -$13.7M -60,008 -45%
BCM
725
Bridgeway Capital Management
Texas
$16.9M -$754K -3,300 -4%

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.