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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
Capstone Investment Advisors
1851
Capstone Investment Advisors
New York
$1.84M +$1.8M +7,891 New
AAM
1852
Ascension Asset Management
New York
$1.83M -$26.7K -117 -1%
WA
1853
Wealth Alliance
New York
$1.83M +$241K +1,056 +16%
SW
1854
SteelPeak Wealth
California
$1.83M -$273K -1,196 -13%
PAG
1855
Private Advisory Group
Washington
$1.83M +$279K +1,220 +19%
MFG
1856
Menard Financial Group
Texas
$1.82M +$197K +860 +12%
GWM
1857
Gray Wealth Management
Maine
$1.82M +$457 +2 +0%
WP
1858
WealthShield Partners
North Carolina
$1.82M +$577K +2,525 +48%
OFS
1859
Orrstown Financial Services
Pennsylvania
$1.81M -$126K -549 -7%
CC
1860
Centiva Capital
New York
$1.81M +$1.77M +7,747 New
BHTS
1861
Bar Harbor Trust Services
Maine
$1.81M +$73.8K +323 +4%
CCM
1862
Cox Capital Management
Massachusetts
$1.81M +$85.5K +374 +5%
Holocene Advisors
1863
Holocene Advisors
New York
$1.8M +$1.76M +7,717 New
DC
1864
DeDora Capital
California
$1.8M -$1.6K -7 -0.1%
AWS
1865
AJ Wealth Strategies
New York
$1.79M -$32K -140 -2%
MMC
1866
Mizuho Markets Cayman
Cayman Islands
$1.79M -$2.57M -11,243 -60%
IP
1867
Intellectus Partners
California
$1.79M -$110K -481 -6%
SMC
1868
Smith, Moore & Co
Missouri
$1.78M -$1.37K -6 -0.1%
WSCM
1869
Wellington Shields Capital Management
New York
$1.78M -$22.6K -99 -1%
FL
1870
Fort LP
Maryland
$1.78M -$139K -610 -7%
FFS
1871
Founders Financial Securities
Maryland
$1.78M +$20.1K +88 +1%
CCM
1872
Community Capital Management
Florida
$1.78M
ECG
1873
Edge Capital Group
Georgia
$1.77M -$449K -1,962 -21%
FHC
1874
First Heartland Consultants
Missouri
$1.77M +$79.1K +346 +5%
PSB
1875
Piscataqua Savings Bank
New Hampshire
$1.77M +$16.7K +73 +1%

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.