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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
RFA
1501
Reilly Financial Advisors
California
$3.53M
AFP
1502
Ausdal Financial Partners
Iowa
$3.51M -$128K -562 -4%
ILCM
1503
Ivy Lane Capital Management
Florida
$3.51M -$2.29M -10,000 -40%
ACM
1504
Advent Capital Management
New York
$3.51M
MFS
1505
Monetta Financial Services
Illinois
$3.51M
PAMG
1506
Patton Albertson Miller Group
Tennessee
$3.5M -$104K -457 -3%
AWMT
1507
AAFMAA Wealth Management & Trust
North Carolina
$3.5M -$2.27M -9,938 -40%
LS
1508
Leelyn Smith
Illinois
$3.5M -$316K -1,384 -8%
CCIA
1509
Cherry Creek Investment Advisors
Colorado
$3.5M +$3.42M +14,950 New
BJL
1510
Brighton Jones LLC
Washington
$3.47M -$143K -624 -4%
WCM
1511
Washburn Capital Management
Florida
$3.46M -$61K -267 -2%
FIA
1512
Foundations Investment Advisors
Arizona
$3.46M +$454K +1,988 +16%
HIP
1513
HUB Investment Partners
Texas
$3.44M -$357K -1,560 -10%
ACM
1514
Advisors Capital Management
New Jersey
$3.43M +$445K +1,947 +15%
GPFA
1515
Game Plan Financial Advisors
Ohio
$3.42M +$141K +617 +4%
BC
1516
Bartlett & Co
Ohio
$3.42M +$51.2K +224 +2%
BCWM
1517
Bartlett & Co Wealth Management
Ohio
$3.42M +$51.2K +224 +2%
WCM
1518
Wunderlich Capital Managemnt
Tennessee
$3.41M +$2.97K +13 +0.1%
FBT
1519
First Bankers Trust
Kentucky
$3.41M -$980K -4,288 -23%
IBOK
1520
Independence Bank of Kentucky
Kentucky
$3.39M -$19.4K -85 -0.6%
BAM
1521
Belpointe Asset Management
Nevada
$3.39M +$150K +656 +5%
SOAMC
1522
Spirit of America Management Corp
New York
$3.39M
EM
1523
Excalibur Management
Massachusetts
$3.39M +$137K +600 +4%
BAM
1524
Blueshift Asset Management
New Jersey
$3.39M +$3.31M +14,491 New
SP
1525
Symmetry Partners
Connecticut
$3.38M -$654K -2,861 -17%

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.