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
BSI
1001
Bennett Selby Investments
Maine
$8.92M +$1.83K +8 +0%
OSAM
1002
O'Shaughnessy Asset Management
Connecticut
$8.91M +$1.75M +7,644 +25%
MIA
1003
MainStreet Investment Advisors
Illinois
$8.91M -$809K -3,540 -8%
IA
1004
IFP Advisors
Florida
$8.91M -$75.4K -330 -0.9%
BFS
1005
Bradley Foster & Sargent
Connecticut
$8.87M +$723K +3,163 +9%
PDN
1006
Pensionfund DSM Netherlands
Netherlands
$8.86M -$572K -2,500 -6%
BAM
1007
Bell Asset Management
Australia
$8.84M -$47.6K -208 -0.5%
FF
1008
FourThought Financial
Florida
$8.83M +$1.14M +5,002 +15%
IIM
1009
Ipswich Investment Management
Massachusetts
$8.82M +$144K +630 +2%
CCM
1010
Copeland Capital Management
Pennsylvania
$8.8M +$134K +588 +2%
RCP
1011
Rothschild Capital Partners
New York
$8.74M -$221K -965 -3%
TFA
1012
Toth Financial Advisory
Virginia
$8.67M +$67.7K +296 +0.8%
BG
1013
BRX Global
New York
$8.66M
EWM
1014
Evercore Wealth Management
New York
$8.65M -$51K -223 -0.6%
LNC
1015
Lincoln National Corp
Pennsylvania
$8.62M +$9.6K +42 +0.1%
FB
1016
Fulton Bank
Pennsylvania
$8.61M -$150K -657 -2%
MAM
1017
Meeder Asset Management
Ohio
$8.6M +$424K +1,853 +5%
AWCI
1018
Alpine Woods Capital Investors
New York
$8.58M +$46.4K +203 +0.6%
M
1019
MOTCO
Texas
$8.54M +$78.2K +342 +0.9%
TCOV
1020
Trust Company of Vermont
Vermont
$8.54M +$75.7K +331 +0.9%
WAM
1021
World Asset Management
Michigan
$8.49M -$323K -1,411 -4%
XI
1022
XXEC Inc
Oklahoma
$8.47M +$99.9K +437 +1%
HWA
1023
HCR Wealth Advisors
California
$8.46M +$120K +525 +1%
CCMT
1024
CMT Capital Markets Trading
Germany
$8.41M +$8.22M +35,950 New
TCM
1025
Twin Capital Management
Pennsylvania
$8.38M -$837K -3,660 -9%

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.