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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
CRWM
1651
Castle Rock Wealth Management
California
$2.72M +$183K +800 +8%
SCA
1652
Strategic Capital Advisers
Colorado
$2.72M +$13.9K +61 +0.5%
RIA
1653
Realta Investment Advisors
Delaware
$2.71M +$1.14K +5 +0%
CAAS
1654
Capital Asset Advisory Services
Michigan
$2.7M -$415K -1,814 -14%
PP
1655
Paloma Partners
Connecticut
$2.7M -$13.6M -59,462 -84%
TFS
1656
TrustCore Financial Services
Tennessee
$2.69M +$104K +453 +4%
RCA
1657
Resonant Capital Advisors
Wisconsin
$2.69M +$63.3K +277 +2%
RCIM
1658
Russell Clark Investment Management
United Kingdom
$2.69M
SCM
1659
Spreng Capital Management
Ohio
$2.68M -$229 -1 -0%
SFPG
1660
Stonebridge Financial Planning Group
Florida
$2.67M +$87.6K +383 +4%
SFP
1661
Sandbox Financial Partners
Maryland
$2.67M -$1.14K -5 -0%
QCG
1662
Quadrant Capital Group
Ohio
$2.67M +$84.1K +368 +3%
BSB
1663
Bangor Savings Bank
Maine
$2.66M +$1.6K +7 +0.1%
JF
1664
Jump Financial
Illinois
$2.65M -$1.38M -6,058 -35%
ANB
1665
Amarillo National Bank
Texas
$2.65M
PCS
1666
Personal CFO Solutions
New Jersey
$2.65M -$108K -474 -4%
WANY
1667
Wealthspire Advisors (New York)
New York
$2.64M -$7.41M -32,411 -74%
AA
1668
Auxano Advisors
Washington
$2.64M -$51K -223 -2%
AUB
1669
Atlantic Union Bankshares
Virginia
$2.64M +$546K +2,388 +27%
DAM
1670
Derbend Asset Management
Georgia
$2.63M +$2.58M +11,264 New
NHC
1671
Nicholas Hoffman & Company
Georgia
$2.62M +$106K +465 +4%
CI
1672
CX Institutional
Indiana
$2.62M +$62K +271 +2%
CM
1673
Capula Management
Cayman Islands
$2.61M +$1.52M +6,663 +148%
SWA
1674
SFMG Wealth Advisors
Texas
$2.61M +$198K +867 +8%
Koshinski Asset Management
1675
Koshinski Asset Management
Illinois
$2.61M +$283K +1,238 +12%

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.