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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
JPMIA
776
J.P. Marvel Investment Advisors
Massachusetts
$14.9M
AWM
777
Absher Wealth Management
North Carolina
$14.9M +$587K +2,569 +4%
EGA
778
Eagle Global Advisors
Texas
$14.9M +$205K +896 +1%
PWM
779
Perigon Wealth Management
California
$14.9M +$141K +617 +1%
PAM
780
Premier Asset Management
Illinois
$14.8M -$1.11M -4,850 -7%
SSWM
781
Sheets Smith Wealth Management
North Carolina
$14.8M -$305K -1,335 -2%
GAM
782
Griffin Asset Management
New York
$14.8M -$197K -860 -1%
AAS
783
Avantax Advisory Services
Texas
$14.7M +$867K +3,794 +6%
ITFISA
784
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$14.7M +$273K +1,194 +2%
DP
785
Dundas Partners
United Kingdom
$14.7M +$645K +2,820 +5%
NI
786
Nepsis Inc
Minnesota
$14.5M -$370K -1,620 -3%
QIM
787
Quest Investment Management
Oregon
$14.5M -$3.31M -14,498 -19%
SMI
788
Shelter Mutual Insurance
Missouri
$14.4M -$6.63M -29,000 -32%
CWM
789
Calamos Wealth Management
Illinois
$14.4M -$681K -2,979 -5%
JSA
790
Jacobson & Schmitt Advisors
Wisconsin
$14.4M +$115K +505 +0.8%
MRCM
791
M&R Capital Management
New Jersey
$14.3M -$294K -1,285 -2%
WS
792
Wedbush Securities
California
$14.3M +$1.39M +6,072 +11%
HWCM
793
Hudson Way Capital Management
Texas
$14.3M
GG
794
Greenwood Gearhart
Arkansas
$14.3M +$389K +1,701 +3%
MME
795
Meag Munich Ergo
Germany
$14.2M -$2.4M -10,494 -15%
RWP
796
RWA Wealth Partners
Massachusetts
$14.2M +$452K +1,976 +3%
PIM
797
Penobscot Investment Management
Massachusetts
$14.1M -$155K -680 -1%
B
798
Brightworth
Georgia
$14.1M +$367K +1,606 +3%
GI
799
Gradient Investments
Minnesota
$14M +$506K +2,214 +4%
AF
800
Arrow Financial
New York
$13.9M -$137K -601 -1%

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.