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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
PLFAM
1476
Pineno Levin & Ford Asset Management
Virginia
$3.68M -$183K -800 -5%
FMTCOCP
1477
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.67M +$3.89K +17 +0.1%
SFA
1478
Sequoia Financial Advisors
Ohio
$3.67M +$167K +731 +5%
WPW
1479
Waldron Private Wealth
Pennsylvania
$3.67M -$110K -483 -3%
MLIC
1480
Mandatum Life Insurance Company
Finland
$3.67M
ZCI
1481
Zevenbergen Capital Investments
Washington
$3.65M -$37.7K -165 -1%
TSW
1482
Thompson Siegel & Walmsley
Virginia
$3.65M +$233K +1,019 +7%
GBT
1483
Grove Bank & Trust
Florida
$3.64M -$13.5K -59 -0.4%
VWM
1484
Venturi Wealth Management
Texas
$3.64M -$341K -1,491 -9%
CDH
1485
Charles D. Hyman
$3.63M -$22.9K -100 -0.6%
AA
1486
Altman Advisors
Illinois
$3.63M +$166K +724 +5%
IWS
1487
Insight Wealth Strategies
California
$3.63M -$677K -2,963 -16%
FWM
1488
Fairhaven Wealth Management
Illinois
$3.62M -$8K -35 -0.2%
IC
1489
Immersion Capital
United Kingdom
$3.62M
TAM
1490
Trust Asset Management
Texas
$3.6M +$390K +1,705 +12%
PHS
1491
Pekin Hardy Strauss
Illinois
$3.6M -$13.7K -60 -0.4%
IIA
1492
ICW Investment Advisors
Arizona
$3.59M -$7.32K -32 -0.2%
CANC
1493
Culbertson A N & Co
Virginia
$3.58M -$1.14K -5 -0%
BZWA
1494
Blue Zone Wealth Advisors
California
$3.58M +$3.5M +15,313 New
MFS
1495
Mirabella Financial Services
United Kingdom
$3.58M +$1.52M +6,628 +76%
PTC
1496
Private Trust Company
Ohio
$3.56M -$55.6K -243 -2%
NFG
1497
Nations Financial Group
Iowa
$3.55M +$64.2K +281 +2%
CA
1498
Crewe Advisors
Utah
$3.55M -$3.2K -14 -0.1%
DJSG
1499
D.J. St. Germain
Massachusetts
$3.54M +$22.2K +97 +0.6%
NC
1500
NBW Capital
Massachusetts
$3.54M +$104K +453 +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.