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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
SC
1351
Scholtz & Company
Connecticut
$4.51M +$134K +588 +3%
TIM
1352
Thompson Investment Management
Wisconsin
$4.5M -$55.6K -243 -1%
HAS
1353
HBW Advisory Services
California
$4.5M +$268K +1,174 +7%
FPS
1354
Fieldpoint Private Securities
Connecticut
$4.49M +$215K +940 +5%
HFM
1355
Hartford Financial Management
Connecticut
$4.48M +$47.3K +207 +1%
ADL
1356
Asset Dedication LLC
California
$4.47M +$909K +3,977 +26%
AWM
1357
Altium Wealth Management
New York
$4.47M -$198K -867 -4%
ARI
1358
Applied Research Investments
Delaware
$4.47M
ANTB
1359
AMG National Trust Bank
Colorado
$4.46M -$47.3K -207 -1%
RWM
1360
Ritholtz Wealth Management
New York
$4.45M +$305K +1,333 +8%
S
1361
swisspartners
Liechtenstein
$4.45M -$286K -1,252 -6%
OCM
1362
Olstein Capital Management
New York
$4.44M -$457K -2,000 -10%
ZB
1363
Zions Bancorporation
Utah
$4.44M +$568K +2,484 +15%
M
1364
Mirova
France
$4.44M
FWM
1365
Frontier Wealth Management
Missouri
$4.42M +$75.2K +329 +2%
OLA
1366
Oliver Luxxe Assets
New Jersey
$4.42M -$46.2K -202 -1%
LWM
1367
Laidlaw Wealth Management
New York
$4.42M +$126K +552 +3%
SCI
1368
Stableford Capital II
Arizona
$4.41M +$93.3K +408 +2%
IG
1369
ING Group
Netherlands
$4.39M +$408K +1,785 +10%
VAG
1370
VisionPoint Advisory Group
Texas
$4.38M +$1.13M +4,925 +36%
SG
1371
Stonnington Group
California
$4.38M -$743K -3,250 -15%
ZCA
1372
Zeke Capital Advisors
Pennsylvania
$4.35M +$46.9K +205 +1%
B
1373
Barings
North Carolina
$4.34M -$163K -715 -4%
ISWM
1374
Independent Solutions Wealth Management
New York
$4.34M +$696K +3,046 +20%
FCM
1375
Fairbanks Capital Management
California
$4.33M +$17.8K +78 +0.4%

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.