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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
FIS
1601
Fundsmith Investment Services
Mauritius
$2.93M +$2.86M +12,524 New
GI
1602
Glovista Investments
New Jersey
$2.93M -$12.6K -55 -0.4%
BRCM
1603
Bright Rock Capital Management
Massachusetts
$2.92M +$2.86M +12,500 New
PIC
1604
PCJ Investment Counsel
Ontario, Canada
$2.92M +$2.86M +12,500 New
LSAG
1605
Lake Street Advisors Group
New Hampshire
$2.92M +$686 +3 +0%
WAS
1606
WESPAC Advisors SoCal
California
$2.92M +$185K +810 +7%
CIP
1607
Chartwell Investment Partners
Pennsylvania
$2.92M -$317K -1,388 -10%
HFM
1608
Harvest Fund Management
China
$2.92M +$32.7K +143 +1%
AWM
1609
Aries Wealth Management
Maine
$2.92M -$18.3K -80 -0.6%
RIA
1610
Regal Investment Advisors
Michigan
$2.89M +$2.82M +12,355 New
JFGIW
1611
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.89M -$184K -807 -6%
HIP
1612
Harrell Investment Partners
Texas
$2.88M +$74.1K +324 +3%
CIA
1613
Cohen Investment Advisors
New Hampshire
$2.88M -$39.5K -173 -1%
TA
1614
TFG Advisers
Michigan
$2.88M -$1.83K -8 -0.1%
RMAM
1615
Raab & Moskowitz Asset Management
New Jersey
$2.88M +$128K +561 +5%
DA
1616
Doliver Advisors
Texas
$2.88M +$195K +853 +7%
EHWM
1617
Eads & Heald Wealth Management
Georgia
$2.87M -$67.2K -294 -2%
FIM
1618
Freedom Investment Management
Connecticut
$2.87M +$30.4K +133 +1%
NFG
1619
Next Financial Group
Texas
$2.87M +$97.6K +427 +4%
ECM
1620
Evergreen Capital Management
Washington
$2.86M +$192K +840 +7%
CFMC
1621
Curbstone Financial Management Corp
New Hampshire
$2.85M +$68.6K +300 +3%
JFGLC
1622
Johnson Financial Group LLC (Colorado)
Colorado
$2.85M +$40.2K +176 +1%
AOWM
1623
Alpha Omega Wealth Management
Virginia
$2.85M -$197K -860 -7%
AWM
1624
Avior Wealth Management
Nebraska
$2.84M -$380K -1,661 -12%
KMWM
1625
Keudell/Morrison Wealth Management
Oregon
$2.83M +$29.5K +129 +1%

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.