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
SIM
1126
Sonora Investment Management
Arizona
$6.78M +$550K +2,404 +9%
FCBT
1127
First Citizens Bank & Trust
North Carolina
$6.78M -$300K -1,311 -4%
LSA
1128
L & S Advisors
California
$6.77M +$2.89M +12,642 +78%
LG
1129
Leuthold Group
Minnesota
$6.75M -$116K -508 -2%
YWP
1130
YorkBridge Wealth Partners
New York
$6.72M +$48.9K +214 +0.8%
MSA
1131
Marino Stram & Associates
Massachusetts
$6.72M +$6.16M +26,944 +1,499%
DI
1132
Diligent Investors
California
$6.72M -$23.8K -104 -0.4%
FEG
1133
Financial Enhancement Group
Indiana
$6.72M -$258K -1,128 -4%
HCA
1134
Harbour Capital Advisors
Virginia
$6.72M +$55.1K +241 +0.8%
FNBOMD
1135
First National Bank of Mount Dora
Florida
$6.71M -$136K -593 -2%
CC
1136
Cannell & Co
New York
$6.7M -$20.8K -91 -0.3%
ATI
1137
Act Two Investors
California
$6.69M
ISL
1138
Ingalls & Snyder LLC
New York
$6.68M +$151K +661 +2%
DLCIG
1139
D.L. Carlson Investment Group
New Hampshire
$6.67M +$293K +1,280 +5%
MAFM
1140
Mid Atlantic Financial Management
Pennsylvania
$6.66M +$541K +2,367 +9%
CHC
1141
City Holding Co
West Virginia
$6.66M +$24.2K +106 +0.4%
GGS
1142
Galvin Gaustad & Stein
Arizona
$6.65M +$1.57M +6,848 +32%
WAS
1143
Winch Advisory Services
Wisconsin
$6.65M -$9.6K -42 -0.1%
XWM
1144
Xcel Wealth Management
Florida
$6.62M -$271K -1,185 -4%
SIP
1145
Stoneridge Investment Partners
Pennsylvania
$6.61M
WWM
1146
Western Wealth Management
Colorado
$6.61M +$1.32M +5,767 +26%
CA
1147
Clearstead Advisors
Ohio
$6.61M +$32.9K +144 +0.5%
WI
1148
Wintrust Investments
Illinois
$6.6M -$335K -1,466 -5%
JFA
1149
Johanson Financial Advisors
California
$6.58M +$19.7K +86 +0.3%
IA
1150
IndexIQ Advisors
New York
$6.51M +$190K +830 +3%

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.