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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
OIA
1801
OneDigital Investment Advisors
Kansas
$2.02M +$211K +922 +12%
AFAS
1802
Acorn Financial Advisory Services
Virginia
$2.02M +$160K +698 +9%
CFA
1803
Cahill Financial Advisors
Minnesota
$2.01M -$914 -4 -0%
APWM
1804
Atlas Private Wealth Management
New York
$2.01M -$12.3K -54 -0.6%
HCM
1805
Hollencrest Capital Management
California
$1.99M -$196K -858 -9%
AP
1806
Altarock Partners
Florida
$1.99M
SIAG
1807
Signet Investment Advisory Group
Rhode Island
$1.99M +$1.12M +4,917 +137%
HAIM
1808
Hunter Associates Investment Management
Pennsylvania
$1.99M -$2.86M -12,515 -60%
AC
1809
Avestar Capital
New York
$1.98M +$51.4K +225 +3%
OC
1810
Oakworth Capital
Alabama
$1.98M +$24.7K +108 +1%
CCWA
1811
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.97M +$1.93M +8,437 New
AWA
1812
Arkadios Wealth Advisors
Georgia
$1.97M +$291K +1,271 +18%
SAG
1813
Spotlight Asset Group
Illinois
$1.96M +$119K +521 +7%
SWA
1814
Stratos Wealth Advisors
Ohio
$1.96M +$521K +2,278 +37%
HWMA
1815
Heritage Wealth Management (Arizona)
Arizona
$1.96M -$35.9K -157 -2%
5L
1816
55I LLC
Massachusetts
$1.96M +$688K +3,011 +56%
CWM
1817
Circle Wealth Management
New Jersey
$1.94M +$15.1K +66 +0.8%
HEIP
1818
Hudson Edge Investment Partners
New Jersey
$1.94M
CAM
1819
Centre Asset Management
New York
$1.94M -$453K -1,980 -19%
SFM
1820
Systematic Financial Management
New Jersey
$1.94M
APP
1821
Avantax Planning Partners
Iowa
$1.94M -$41.8K -183 -2%
NFC
1822
Northeast Financial Consultants
Connecticut
$1.93M -$519K -2,272 -22%
CIP
1823
Capital Insight Partners
Arizona
$1.93M -$56.5K -247 -3%
CWMU
1824
Caliber Wealth Management (Utah)
Utah
$1.93M -$43.2K -189 -2%
PWMG
1825
Prestige Wealth Management Group
New Jersey
$1.93M -$78.6K -344 -4%

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.