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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
CC
1926
Copperleaf Capital
North Carolina
$1.59M -$12.8K -56 -0.8%
CT
1927
Columbia Trust
Oregon
$1.59M +$162K +707 +12%
HIC
1928
Holderness Investments Company
North Carolina
$1.58M
AWA
1929
Alta Wealth Advisors
Massachusetts
$1.58M -$3.66K -16 -0.2%
MW
1930
Marcum Wealth
Ohio
$1.58M -$13.3K -58 -0.9%
OCM
1931
Orion Capital Management
California
$1.57M
MCM
1932
Mainstay Capital Management
Michigan
$1.57M -$85.5K -374 -5%
BONH
1933
Bank of New Hampshire
New Hampshire
$1.57M +$1.53M +6,698 New
OC
1934
Oarsman Capital
Wisconsin
$1.56M -$20.6K -90 -1%
MS
1935
Mizuho Securities
Japan
$1.56M +$576K +2,520 +61%
CAM
1936
Covenant Asset Management
New Jersey
$1.56M
CA
1937
Calton & Associates
Florida
$1.56M -$8K -35 -0.5%
GLA
1938
Good Life Advisors
Pennsylvania
$1.56M +$110K +482 +8%
WCF
1939
West Coast Financial
California
$1.55M
SCM
1940
Southport Capital Management
Tennessee
$1.55M +$22.4K +98 +2%
ACM
1941
Ativo Capital Management
Illinois
$1.55M -$14.6K -64 -1%
CA
1942
Continuum Advisory
Idaho
$1.55M +$876K +3,832 +137%
SI
1943
Scharf Investments
California
$1.55M +$411K +1,796 +37%
CCMW
1944
Cypress Capital Management (Wyoming)
Wyoming
$1.55M
ACG
1945
Allen Capital Group
Nebraska
$1.54M +$78.4K +343 +5%
TNBTD
1946
Trustmark National Bank Trust Department
Mississippi
$1.53M -$40K -175 -3%
GA
1947
GoalVest Advisory
New York
$1.52M -$147K -643 -9%
AWG
1948
Altus Wealth Group
Colorado
$1.52M -$1.14K -5 -0.1%
LDFR
1949
Lehman & Derafelo Financial Resources
Pennsylvania
$1.51M +$13K +57 +0.9%
ETC
1950
Exchange Traded Concepts
Oklahoma
$1.51M +$265K +1,158 +22%

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.