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
BWL
1226
Bogart Wealth LLC
Virginia
$5.7M +$1.02M +4,454 +22%
CAM
1227
Carret Asset Management
New York
$5.7M +$27.2K +119 +0.5%
SCM
1228
Schnieders Capital Management
California
$5.67M +$38.4K +168 +0.7%
VPI
1229
Value Partners Investments
Manitoba, Canada
$5.67M -$1.56M -6,833 -22%
FC
1230
FORA Capital
Florida
$5.67M +$5.54M +24,229 New
BIM
1231
Baldwin Investment Management
Pennsylvania
$5.66M +$17.1K +75 +0.3%
CIA
1232
Capital Investment Advisors
Georgia
$5.64M +$331K +1,447 +6%
LSWM
1233
Lorne Steinberg Wealth Management
Canada
$5.64M +$141K +615 +3%
KP
1234
Keel Point
Alabama
$5.62M +$328K +1,433 +6%
CIC
1235
Chase Investment Counsel
Virginia
$5.62M +$1.93M +8,446 +54%
MSAM
1236
Moloney Securities Asset Management
Missouri
$5.62M -$169K -741 -3%
ED
1237
Exane Derivatives
France
$5.62M +$15.5K +68 +0.3%
S
1238
SimplyRich
California
$5.59M +$16.2K +71 +0.3%
PFO
1239
Pathstone Family Office
New Jersey
$5.59M +$1.21M +5,310 +29%
PCM
1240
Poehling Capital Management
Wisconsin
$5.58M -$21.3K -93 -0.4%
RC
1241
Roundview Capital
New Jersey
$5.58M +$310K +1,357 +6%
JGGDR
1242
JGP Global Gestao de Recursos
Brazil
$5.55M +$846K +3,700 +18%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1243
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.55M -$13K -57 -0.2%
SFP
1244
Shepherd Financial Partners
Massachusetts
$5.54M +$24.9K +109 +0.5%
BP
1245
Broadleaf Partners
Ohio
$5.52M -$206K -900 -4%
SC
1246
Sawyer & Company
Massachusetts
$5.52M +$76.6K +335 +1%
HI
1247
Horizon Investments
North Carolina
$5.52M +$1.62M +7,070 +43%
PGAM
1248
Princeton Global Asset Management
New Jersey
$5.5M -$139K -608 -3%
AWP
1249
Ascent Wealth Partners
New York
$5.5M -$166K -727 -3%
NAM
1250
NorthCoast Asset Management
Connecticut
$5.49M +$465K +2,035 +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.