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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
DSC
1551
Duncker Streett & Co
Missouri
$3.25M -$2M -8,747 -39%
HTC
1552
Haverford Trust Company
Pennsylvania
$3.24M +$122K +533 +4%
FIM
1553
Fernwood Investment Management
Massachusetts
$3.24M +$173K +756 +6%
BPCA
1554
Bank Pictet & Cie (Asia)
Singapore
$3.23M +$160K +699 +5%
WG
1555
Welch Group
Alabama
$3.22M -$157K -685 -5%
CWM
1556
CMH Wealth Management
New Hampshire
$3.2M +$129K +563 +4%
CCM
1557
Canal Capital Management
Virginia
$3.19M +$151K +661 +5%
ANRIA
1558
American National Registered Investment Advisor
Texas
$3.19M -$24.5K -107 -0.8%
SFO
1559
Standard Family Office
South Dakota
$3.19M +$34.3K +150 +1%
FRA
1560
Front Row Advisors
California
$3.18M +$88.7K +388 +3%
Boston Partners
1561
Boston Partners
Massachusetts
$3.18M
MFW
1562
Meristem Family Wealth
Minnesota
$3.17M +$428K +1,871 +16%
QFA
1563
Quattro Financial Advisors
Texas
$3.16M -$246K -1,074 -8%
CCM
1564
Compton Capital Management
Rhode Island
$3.15M -$143K -625 -4%
BDF
1565
Balasa Dinverno & Foltz
$3.14M -$914 -4 -0%
CWM
1566
Centric Wealth Management
Illinois
$3.14M +$321K +1,405 +12%
IFWM
1567
Institute for Wealth Management
Colorado
$3.14M -$1.14K -5 -0%
ARC
1568
Advisor Resource Council
Texas
$3.1M +$3.03M +13,266 New
CFA
1569
Carroll Financial Associates
North Carolina
$3.09M -$5.71K -25 -0.2%
HA
1570
Hamel Associates
New Jersey
$3.09M -$142K -621 -4%
HIM
1571
HawsGoodwin Investment Management
Tennessee
$3.09M +$35K +153 +1%
CA
1572
Cullinan Associates
Kentucky
$3.09M +$1.45M +6,329 +92%
KFP
1573
KMG Fiduciary Partners
Ohio
$3.08M +$77K +337 +3%
UAM
1574
Unison Asset Management
Florida
$3.08M
HPWM
1575
High Pines Wealth Management
Massachusetts
$3.07M -$72.7K -318 -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.