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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
AssetMark Inc
1526
AssetMark Inc
California
$3.37M -$1.29M -5,664 -28%
WA
1527
WBH Advisory
Maryland
$3.37M -$453K -1,981 -13%
HAI
1528
Hennessy Advisors Inc
California
$3.37M
WIS
1529
Wright Investors Service
Connecticut
$3.37M +$577K +2,526 +21%
SFG
1530
SevenBridge Financial Group
Pennsylvania
$3.36M +$140K +612 +4%
CC
1531
Claybrook Capital
Massachusetts
$3.36M +$2.78M +12,139 +540%
SFM
1532
Signet Financial Management
New Jersey
$3.36M -$120K -525 -4%
HT
1533
HAP Trading
New York
$3.34M +$3.26M +14,280 New
LAIC
1534
Lederer & Associates Investment Counsel
California
$3.33M +$86K +376 +3%
MWM
1535
Mattern Wealth Management
Kansas
$3.33M +$158K +689 +5%
GG
1536
Gofen & Glossberg
Illinois
$3.33M +$88.2K +386 +3%
AIC
1537
Ameritas Investment Company
Nebraska
$3.31M -$1.81M -7,908 -53%
CICI
1538
Capital Investment Counsel Inc
North Carolina
$3.31M +$28.3K +124 +0.9%
BCM
1539
Brasada Capital Management
Texas
$3.3M +$378K +1,653 +13%
NCGI
1540
Next Century Growth Investors
Minnesota
$3.29M -$126K -553 -4%
ESB
1541
Essex Savings Bank
Connecticut
$3.28M +$43.7K +191 +1%
AT
1542
Arden Trust
Delaware
$3.28M -$66.8K -292 -2%
1SB
1543
1ST Source Bank
Indiana
$3.28M +$74.5K +326 +2%
PGIM
1544
Pacific Global Investment Management
California
$3.27M -$24.5K -107 -0.8%
SB
1545
Simmons Bank
Arkansas
$3.27M +$74.3K +325 +2%
KFC
1546
Klingenstein Fields & Co
New York
$3.27M +$764K +3,343 +31%
CPA
1547
Clear Perspective Advisors
Illinois
$3.25M +$24.2K +106 +0.8%
FI
1548
Financial Insights
Washington
$3.25M
SCM
1549
Seascape Capital Management
New Hampshire
$3.25M +$132K +576 +4%
PFA
1550
Paradigm Financial Advisors
Missouri
$3.25M -$70.9K -310 -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.