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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
VWA
1026
V Wealth Advisors
Kansas
$8.35M +$190K +830 +2%
VSWA
1027
Vontobel Swiss Wealth Advisors
Switzerland
$8.34M -$3.06M -13,386 -27%
RAM
1028
Riggs Asset Management
Pennsylvania
$8.31M +$509K +2,226 +7%
MIAN
1029
Mariner Independent Advisor Network
Kansas
$8.27M -$215K -939 -3%
FAM
1030
Fulcrum Asset Management
United Kingdom
$8.27M
NCM
1031
Noesis Capital Mangement
Florida
$8.26M +$64.9K +284 +0.9%
TCOO
1032
Trust Company of Oklahoma
Oklahoma
$8.22M -$870K -3,807 -10%
FFN
1033
Focus Financial Network
Minnesota
$8.22M +$66.3K +290 +0.8%
LBA
1034
Lowell Blake & Associates
Massachusetts
$8.21M +$455K +1,989 +6%
CCM
1035
Chickasaw Capital Management
Tennessee
$8.2M -$26.5K -116 -0.3%
BCM
1036
Bornite Capital Management
New York
$8.18M +$8M +35,000 New
OPS
1037
Orion Portfolio Solutions
Nebraska
$8.17M +$1.19M +5,223 +18%
HIC
1038
Hartline Investment Corp
Illinois
$8.12M -$135K -592 -2%
AC
1039
Alexandria Capital
Virginia
$8.11M +$8.69K +38 +0.1%
IWA
1040
IBEX Wealth Advisors
New Jersey
$8.09M +$339K +1,482 +4%
VPIM
1041
Vanguard Personalized Indexing Management
California
$8.08M +$1.24M +5,434 +19%
APGDR
1042
Absoluto Partners Gestao de Recursos
Brazil
$8.08M +$1.06M +4,639 +16%
FNBOO
1043
First National Bank of Omaha
Nebraska
$8.05M
APA
1044
American Portfolios Advisors
New York
$8.03M +$264K +1,153 +3%
ACP
1045
Aviance Capital Partners
Florida
$8.01M +$211K +925 +3%
CM
1046
Capital Management
Virginia
$8.01M -$203K -887 -3%
FHA
1047
Flagship Harbor Advisors
Massachusetts
$8M +$586K +2,562 +8%
TYCC
1048
Texas Yale Capital Corp
Florida
$7.99M +$22.9K +100 +0.3%
PCM
1049
Princeton Capital Management
New Jersey
$7.95M +$168K +733 +2%
Parallax Volatility Advisers
1050
Parallax Volatility Advisers
California
$7.95M -$21.8M -95,554 -74%

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.