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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
EWA
901
Exencial Wealth Advisors
Oklahoma
$10.9M +$280K +1,223 +3%
AC
902
Allstate Corporation
Illinois
$10.9M -$754K -3,296 -7%
UC
903
Unio Capital
New Jersey
$10.9M -$509K -2,226 -5%
DA
904
Dash Acquisitions
California
$10.8M +$525K +2,295 +5%
BRWM
905
B. Riley Wealth Management
Tennessee
$10.8M -$207K -904 -2%
ACL
906
APEIRON Capital Ltd
Hong Kong
$10.8M +$503K +2,200 +5%
ASN
907
Advisory Services Network
Georgia
$10.8M +$428K +1,873 +4%
QI
908
QS Investors
New York
$10.7M -$282K -1,234 -3%
DAC
909
Dividend Assets Capital
South Carolina
$10.7M -$1.42M -6,212 -12%
SSB
910
Sandy Spring Bank
Maryland
$10.7M +$244K +1,067 +2%
TCM
911
Traynor Capital Management
Pennsylvania
$10.7M -$143K -626 -1%
RWA
912
River Wealth Advisors
Pennsylvania
$10.7M +$102K +447 +1%
WPP
913
Whalerock Point Partners
Rhode Island
$10.6M +$18.1K +79 +0.2%
LWM
914
Lyell Wealth Management
California
$10.5M +$252K +1,101 +3%
RBA
915
Richard Bernstein Advisors
New York
$10.5M
OCAM
916
Onex Canada Asset Management
Ontario, Canada
$10.5M +$67.7K +296 +0.7%
CCT
917
Chemung Canal Trust
New York
$10.5M -$151K -662 -1%
FA
918
Fagan Associates
New York
$10.4M -$205K -895 -2%
HWM
919
HFR Wealth Management
New York
$10.4M +$10.2M +44,482 New
SCM
920
Shelton Capital Management
Colorado
$10.4M +$1.99M +8,687 +24%
FG
921
Fiduciary Group
Georgia
$10.4M +$192K +841 +2%
PMG
922
ProVise Management Group
Florida
$10.3M -$199K -872 -2%
BAS
923
Brown Advisory Securities
Maryland
$10.3M -$185K -808 -2%
SMH
924
Sanders Morris Harris
Texas
$10.3M +$1.85M +8,114 +23%
VFA
925
Valeo Financial Advisors
Indiana
$10.3M -$3.73M -16,320 -27%

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.