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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
PPSG
876
Princeton Portfolio Strategies Group
New Jersey
$11.4M -$36.6K -160 -0.3%
BCMO
877
Buckingham Capital Management (Ohio)
Ohio
$11.4M +$64.2K +281 +0.6%
HR
878
Howe & Rusling
New York
$11.4M +$269K +1,176 +2%
PG
879
Patten Group
Tennessee
$11.3M -$131K -575 -1%
PWM
880
PRW Wealth Management
Massachusetts
$11.3M +$10.8M +47,068 +3,796%
JPC
881
Jabodon PT Co
Nevada
$11.3M +$7.8M +34,132 +241%
RC
882
RegentAtlantic Capital
New Jersey
$11.3M +$3.3M +14,424 +43%
WMC
883
Westwood Management Corporation
Illinois
$11.3M -$286K -1,252 -3%
RT
884
Rockland Trust
Massachusetts
$11.3M +$9.5M +41,553 +629%
KCP
885
KDI Capital Partners
North Carolina
$11.2M -$59.9K -262 -0.5%
DWT
886
Dorsey & Whitney Trust
South Dakota
$11.2M +$7.54K +33 +0.1%
NW
887
NewEdge Wealth
Pennsylvania
$11.2M -$134K -584 -1%
CNB
888
Camden National Bank
Maine
$11.2M -$349K -1,528 -3%
IRF
889
IBM Retirement Fund
New York
$11.2M -$2.23M -9,746 -17%
CCM
890
Crossvault Capital Management
Texas
$11.1M +$169K +741 +2%
GC
891
Grimes & Company
Massachusetts
$11.1M +$157K +685 +1%
WAM
892
Weatherly Asset Management
California
$11.1M +$191K +836 +2%
AIM
893
Arcadia Investment Management
Michigan
$11.1M -$485K -2,121 -4%
PIM
894
Progressive Investment Management
Oregon
$11.1M -$82.3K -360 -0.8%
CBT
895
Central Bank & Trust
Kentucky
$10.9M +$29.9K +131 +0.3%
SG
896
Swarthmore Group
Pennsylvania
$10.9M -$312K -1,364 -3%
WB
897
Webster Bank
Connecticut
$10.9M +$82.5K +361 +0.8%
CM
898
Churchill Management
California
$10.9M -$72.5K -317 -0.7%
TCM
899
Telos Capital Management
California
$10.9M +$417K +1,823 +4%
PI
900
PFS Investments
Georgia
$10.9M +$1.34M +5,880 +15%

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.