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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
IAS
1701
IMA Advisory Services
Colorado
$2.45M +$308K +1,348 +15%
TWM
1702
Tolleson Wealth Management
Texas
$2.45M
GRP
1703
Global Retirement Partners
California
$2.44M +$60.1K +263 +3%
1WA
1704
180 Wealth Advisors
Washington
$2.44M -$61.7K -270 -3%
MFM
1705
MD Financial Management
Ontario, Canada
$2.43M +$2.34M +10,237 +5,917%
ACM
1706
AlphaCrest Capital Management
New York
$2.43M +$832K +3,639 +54%
NFG
1707
Northeast Financial Group
Pennsylvania
$2.43M +$9.37K +41 +0.4%
AWA
1708
ARS Wealth Advisors
Florida
$2.43M -$48.2K -211 -2%
ATWA
1709
Arbor Trust Wealth Advisors
Michigan
$2.43M -$33.1K -145 -1%
CL
1710
CIM LLC
New York
$2.42M +$147K +641 +7%
BFA
1711
Brendel Financial Advisors
New Hampshire
$2.42M +$2.37M +10,369 New
AC
1712
Arjuna Capital
North Carolina
$2.42M +$98.3K +430 +4%
DL
1713
DOHJ LLC
Washington
$2.41M -$252K -1,101 -10%
RCM
1714
Regency Capital Management
Hawaii
$2.41M +$650K +2,842 +38%
HAC
1715
Harbor Advisory Corp
New Hampshire
$2.4M
1W
1716
1776 Wealth
Georgia
$2.4M
MWM
1717
Midwest Wealth Management
Indiana
$2.4M +$37.3K +163 +2%
BFG
1718
Beacon Financial Group
Texas
$2.4M +$49.4K +216 +2%
IAIM
1719
International Assets Investment Management
Florida
$2.38M -$4.78M -20,896 -55%
HCM
1720
Hodges Capital Management
Texas
$2.37M -$180K -788 -7%
AWA
1721
Arete Wealth Advisors
Illinois
$2.36M -$126K -550 -4%
LD
1722
Lipe & Dalton
New York
$2.35M -$11.2K -49 -0.5%
HCCM
1723
Hudson Canyon Capital Management
New York
$2.35M -$176K -771 -7%
FHA
1724
First Horizon Advisors
Tennessee
$2.35M -$79.3K -347 -3%
AIM
1725
Acropolis Investment Management
Missouri
$2.34M -$16.9K -74 -0.7%

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.