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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
SBIA
1401
Sheaff Brock Investment Advisors
Indiana
$4.23M +$19.9K +87 +0.5%
SIM
1402
Sentry Investment Management
Wisconsin
$4.22M
SA
1403
SRN Advisors
Pennsylvania
$4.21M +$311K +1,360 +8%
SACTSONJ
1404
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.21M
IRAG
1405
Investment Research & Advisory Group
Georgia
$4.21M -$9.37K -41 -0.2%
DRS
1406
Deane Retirement Strategies
Louisiana
$4.2M +$60.4K +264 +1%
SW
1407
StrongBox Wealth
Missouri
$4.2M +$84.6K +370 +2%
CC
1408
Constitution Capital
Connecticut
$4.18M -$43.4K -190 -1%
VAS
1409
Valicenti Advisory Services
New York
$4.17M +$57.2K +250 +1%
MKA
1410
M. Kulyk & Associates
Georgia
$4.17M +$77.3K +338 +2%
BFA
1411
Benedict Financial Advisors
Georgia
$4.16M -$5.94K -26 -0.1%
WSTAM
1412
Wilbanks Smith & Thomas Asset Management
Virginia
$4.16M
ACM
1413
Alpha Capital Management
Texas
$4.15M +$12.1K +53 +0.3%
OPW
1414
Oxler Private Wealth
New York
$4.13M -$11.4K -50 -0.3%
JAG
1415
Journey Advisory Group
Kentucky
$4.12M +$216K +945 +6%
WDA
1416
Wendell David Associates
New Hampshire
$4.11M -$69.3K -303 -2%
BST
1417
Bath Savings Trust
Maine
$4.11M +$117K +513 +3%
RIM
1418
Regent Investment Management
Kentucky
$4.09M -$1.14K -5 -0%
KOCAA
1419
Knights of Columbus Asset Advisors
Connecticut
$4.09M +$336K +1,471 +9%
CGL
1420
Clarius Group LLC
Washington
$4.08M +$56.5K +247 +1%
WBC
1421
West Branch Capital
Massachusetts
$4.07M -$119K -521 -3%
PT
1422
Plimoth Trust
Massachusetts
$4.06M +$149K +650 +4%
GCM
1423
Geneva Capital Management
Wisconsin
$4.05M -$17.8K -78 -0.4%
TSS
1424
Two Sigma Securities
New York
$4.03M +$3.94M +17,229 New
BOS
1425
Bank of Stockton
California
$4.02M +$59.7K +261 +2%

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.