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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
SFO
1626
Stokes Family Office
Louisiana
$2.83M +$206K +902 +8%
GCM
1627
Gables Capital Management
Florida
$2.83M -$806K -3,524 -23%
EBT
1628
Enterprise Bank & Trust
Massachusetts
$2.83M -$13.7K -60 -0.5%
QI
1629
Qtron Investments
Massachusetts
$2.83M +$642K +2,808 +30%
TC
1630
Tsai Capital
New York
$2.83M -$11.4K -50 -0.4%
SWIG
1631
Strategic Wealth Investment Group
Kentucky
$2.83M +$792K +3,465 +40%
TCM
1632
Teza Capital Management
Illinois
$2.83M +$1.21M +5,297 +78%
MBT
1633
Montecito Bank & Trust
California
$2.79M +$56.7K +248 +2%
EWM
1634
Evermay Wealth Management
Virginia
$2.79M -$43.9K -192 -2%
MCIA
1635
Mountain Capital Investment Advisors
Colorado
$2.79M -$204K -893 -7%
SW
1636
SkyOak Wealth
Michigan
$2.78M -$17.1K -75 -0.6%
PBT
1637
Pictet Bank & Trust
Bahamas
$2.78M +$789K +3,450 +41%
FANJ
1638
Financial Architects (New Jersey)
New Jersey
$2.77M +$174K +763 +7%
FDS
1639
Freedom Day Solutions
Texas
$2.77M -$70.6K -309 -3%
BFS
1640
Bard Financial Services
Connecticut
$2.76M +$28.6K +125 +1%
CW
1641
CreativeOne Wealth
Kansas
$2.76M +$378K +1,653 +16%
WP
1642
WealthPLAN Partners
Nebraska
$2.76M +$295K +1,292 +12%
FCM
1643
Fortis Capital Management
Washington
$2.76M +$192K +841 +8%
ATPW
1644
Ashton Thomas Private Wealth
Arizona
$2.76M +$72.7K +318 +3%
GKFF
1645
George Kaiser Family Foundation
Oklahoma
$2.75M
KCM
1646
Karp Capital Management
California
$2.75M +$58.5K +256 +2%
SGA
1647
Strategic Global Advisors
California
$2.73M -$507K -2,217 -16%
WWM
1648
Wolff Wiese Magana
California
$2.73M -$6.17K -27 -0.2%
ISB
1649
Iowa State Bank
Iowa
$2.72M +$45.3K +198 +2%
PH
1650
Pinnacle Holdings
Oklahoma
$2.72M +$4.12K +18 +0.2%

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.