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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
CWM
1101
Concentric Wealth Management
California
$7.07M +$42.1K +184 +0.6%
CT
1102
Coastline Trust
Rhode Island
$7.06M -$34.3K -150 -0.5%
CCA
1103
Covey Capital Advisors
Georgia
$7.06M -$6.9M -30,184 Closed
BPGAM
1104
BTG Pactual Global Asset Management
Bermuda
$7.04M +$3.88M +16,988 +129%
CA
1105
Claar Advisors
New York
$7.01M
TCM
1106
Taal Capital Management
Massachusetts
$7.01M
HKAM
1107
Horizon Kinetics Asset Management
New York
$7.01M -$3.2K -14 -0%
CWG
1108
Cornerstone Wealth Group
North Carolina
$7M +$681K +2,977 +11%
FFWA
1109
FRG Family Wealth Advisors
Washington
$7M +$61.3K +268 +0.9%
CC
1110
Carlson Capital
Texas
$6.99M -$1.64M -7,194 -19%
GFA
1111
Gifford Fong Associates
California
$6.97M
NB
1112
Northwest Bancshares
Pennsylvania
$6.95M -$109K -477 -2%
GT
1113
Glenview Trust
Kentucky
$6.94M +$388K +1,696 +6%
WCM
1114
Whitener Capital Management
North Carolina
$6.94M +$10.3K +45 +0.2%
HVIA
1115
Hudson Valley Investment Advisors
New York
$6.93M -$606K -2,652 -8%
MYLI
1116
Meiji Yasuda Life Insurance
Japan
$6.88M -$171K -750 -2%
WC
1117
Woodstock Corp
Massachusetts
$6.87M +$34.1K +149 +0.5%
SCA
1118
Stokes Capital Advisors
South Carolina
$6.86M +$1.26M +5,523 +23%
SCA
1119
Sander Capital Advisors
Washington
$6.85M -$466K -2,037 -7%
CPA
1120
Capital Planning Advisors
California
$6.84M -$8.23K -36 -0.1%
MHC
1121
Meyer Handelman Company
New York
$6.83M +$526K +2,300 +9%
RCM
1122
Ravenstone Capital Management
$6.81M +$6.65M +29,105 New
CAL
1123
Capital Analysts LLC
Pennsylvania
$6.79M +$176K +772 +3%
FTDI
1124
First Trust Direct Indexing
Massachusetts
$6.78M +$2.56M +11,193 +63%
Simplex Trading
1125
Simplex Trading
Illinois
$6.78M +$5.6M +24,515 +545%

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.