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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
MSFP
1726
Mark Sheptoff Financial Planning
Connecticut
$2.34M
AFM
1727
Anson Funds Management
Texas
$2.34M +$2.29M +10,000 New
MC
1728
Martin & Co
Tennessee
$2.34M -$78.4K -343 -3%
BS
1729
Boenning & Scattergood
Pennsylvania
$2.33M +$229 +1 +0%
RFN
1730
RDA Financial Network
Iowa
$2.33M +$93.7K +410 +4%
PHIMC
1731
Private Harbour Investment Management & Counsel
Ohio
$2.32M -$184K -807 -8%
C
1732
Certuity
Florida
$2.32M +$237K +1,037 +12%
CAWM
1733
Capital Advisors Wealth Management
Washington
$2.32M +$87.1K +381 +4%
TP
1734
Tranquility Partners
Tennessee
$2.32M -$196K -856 -8%
KWA
1735
KCS Wealth Advisory
California
$2.31M +$119K +519 +6%
PSP
1736
Principal Street Partners
Tennessee
$2.31M -$2.79M -12,196 -55%
DC
1737
Diametric Capital
Massachusetts
$2.31M -$1.06M -4,617 -32%
CWM
1738
Cornerstone Wealth Management
Missouri
$2.31M +$26.3K +115 +1%
1IA
1739
1834 Investment Advisors
Wisconsin
$2.28M +$1.25M +5,489 +129%
MIAS
1740
Mason Investment Advisory Services
Virginia
$2.28M +$727K +3,180 +48%
SHWM
1741
Silicon Hills Wealth Management
Texas
$2.25M -$170K -742 -7%
FWM
1742
ForthRight Wealth Management
Georgia
$2.25M
CCMG
1743
Clark Capital Management Group
Pennsylvania
$2.25M -$82.8K -362 -4%
SPFA
1744
Summit Place Financial Advisors
New Jersey
$2.25M -$9.14K -40 -0.4%
MG
1745
Mather Group
Illinois
$2.25M +$225K +985 +11%
EWG
1746
Executive Wealth Group
Washington
$2.25M -$1.6K -7 -0.1%
AIC
1747
Ayalon Insurance Company
Israel
$2.25M +$278K +1,215 +15%
PIG
1748
Pantheon Investment Group
California
$2.25M +$7.09K +31 +0.3%
KC
1749
Kingfisher Capital
North Carolina
$2.24M +$35.7K +156 +2%
TW
1750
TrinityPoint Wealth
Connecticut
$2.24M -$12.1K -53 -0.5%

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.