We are live on ! Find out more

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
SSI
1676
Scott & Selber Inc
Texas
$2.61M -$7.09K -31 -0.3%
BWM
1677
BNC Wealth Management
Oregon
$2.59M +$62.9K +275 +3%
MAWCM
1678
Mine & Arao Wealth Creation & Management
California
$2.58M +$234K +1,024 +10%
NL
1679
Navalign LLC
California
$2.58M +$29.9K +131 +1%
GPA
1680
Garrison Point Advisors
California
$2.57M -$27.4K -120 -1%
OAM
1681
Optimal Asset Management
California
$2.57M
WA
1682
WestEnd Advisors
North Carolina
$2.57M
LOAMU
1683
Lombard Odier Asset Management (USA)
New York
$2.57M +$229K +1,000 +10%
CF
1684
Clarity Financial
Texas
$2.57M -$608K -2,658 -19%
WWM
1685
WT Wealth Management
Arizona
$2.56M +$201K +879 +9%
BCA
1686
Berman Capital Advisors
Georgia
$2.56M +$501K +2,190 +25%
NF
1687
Nikulski Financial
Iowa
$2.55M +$165K +720 +7%
AWM
1688
Avitas Wealth Management
California
$2.55M +$92.1K +403 +4%
GAM
1689
Geier Asset Management
Maryland
$2.53M -$97.6K -427 -4%
MFG
1690
MidWestOne Financial Group
Iowa
$2.52M +$155K +678 +7%
SIM
1691
Sterling Investment Management
Arizona
$2.52M +$267K +1,167 +12%
KPW
1692
Kore Private Wealth
New York
$2.52M +$762K +3,335 +45%
CWAG
1693
Compton Wealth Advisory Group
Virginia
$2.51M +$5.26K +23 +0.2%
ARMT
1694
Amica Retiree Medical Trust
Rhode Island
$2.51M
VIP
1695
Vantage Investment Partners
Missouri
$2.5M +$695K +3,040 +40%
YCMGA
1696
York Capital Management Global Advisors
New York
$2.49M +$2.43M +10,643 New
ANHIM
1697
Alan N. Hoffman Investment Management
Massachusetts
$2.49M -$68.6K -300 -3%
AIA
1698
Angeles Investment Advisors
California
$2.47M +$449K +1,966 +23%
WAM
1699
WealthTrust Asset Management
Florida
$2.47M +$2.41M +10,555 New
SWM
1700
Sugarloaf Wealth Management
Georgia
$2.45M +$168K +737 +8%

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.