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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
DBRC
1901
D.B. Root & Company
Pennsylvania
$1.66M -$38.6K -169 -2%
LPIC
1902
LeJeune Puetz Investment Counsel
Michigan
$1.66M
FCFC
1903
First Commonwealth Financial Corp
Pennsylvania
$1.66M -$4.8K -21 -0.3%
RWA
1904
Ropes Wealth Advisors
Massachusetts
$1.65M +$250K +1,092 +18%
PTP
1905
Platform Technology Partners
New York
$1.65M +$1.61M +7,053 New
AC
1906
Aristides Capital
Kentucky
$1.64M
SDWIA
1907
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.64M +$17.6K +77 +1%
DA
1908
DCM Advisors
New York
$1.63M +$1.04M +4,534 +186%
PCMC
1909
Private Capital Management (Colorado)
Colorado
$1.63M +$177K +776 +13%
AFS
1910
Access Financial Services
Minnesota
$1.63M +$200K +874 +14%
BOC
1911
Barbara Oil Co
Illinois
$1.63M
PAM
1912
Pegasus Asset Management
New York
$1.62M +$8.69K +38 +0.6%
PA
1913
Procyon Advisors
Connecticut
$1.62M +$27K +118 +2%
UBV
1914
United Bank (Virginia)
Virginia
$1.62M +$170K +745 +12%
CCM
1915
Conway Capital Management
California
$1.62M
RA
1916
RFG Advisory
Alabama
$1.62M -$61K -267 -4%
CP
1917
Covenant Partners
Tennessee
$1.62M
JIC
1918
Joel Isaacson & Co
New York
$1.62M +$46K +201 +3%
KFS
1919
Kurt F. Somerville
$1.61M -$22.9K -100 -1%
PIA
1920
Perennial Investment Advisors
California
$1.61M +$16.7K +73 +1%
AIM
1921
Aspen Investment Management
Michigan
$1.6M -$2.29K -10 -0.1%
DBIA
1922
Dumont & Blake Investment Advisors
New Jersey
$1.6M -$2.29K -10 -0.1%
GCGDR
1923
Geo Capital Gestora de Recursos
Brazil
$1.59M -$20.3K -89 -1%
RWB
1924
RMR Wealth Builders
New Jersey
$1.59M -$644K -2,818 -29%
AA
1925
Argent Advisors
Louisiana
$1.59M -$31.5K -138 -2%

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.