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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
BA
1951
Ballast Advisors
Minnesota
$1.5M -$44.8K -196 -3%
PBC
1952
Pavion Blue Capital
California
$1.5M
SG Americas Securities
1953
SG Americas Securities
New York
$1.5M +$797K +3,485 +120%
AIC
1954
Archer Investment Corporation
Indiana
$1.49M +$21.7K +95 +2%
BSA
1955
Braun Stacey Associates
New York
$1.49M +$11.4K +50 +0.8%
VBCG
1956
Valley Brook Capital Group
Pennsylvania
$1.49M +$17.6K +77 +1%
CCA
1957
Column Capital Advisors
Indiana
$1.49M -$21.3K -93 -1%
CPSC
1958
Carl P. Sherr & Co
Massachusetts
$1.49M -$34.3K -150 -2%
SEC
1959
Seven Eight Capital
New York
$1.49M +$558K +2,440 +62%
LB
1960
Legacy Bridge
Iowa
$1.48M +$43.4K +190 +3%
HDIM
1961
Hanson & Doremus Investment Management
Vermont
$1.48M -$503K -2,202 -23%
SAMC
1962
Spectrum Asset Management (California)
California
$1.48M -$208K -909 -13%
PIA
1963
Pinion Investment Advisors
Kansas
$1.48M +$14.4K +63 +1%
PIM
1964
Profit Investment Management
Maryland
$1.47M
HCM
1965
Horiko Capital Management
New York
$1.47M +$382K +1,670 +36%
SMA
1966
Sage Mountain Advisors
Georgia
$1.47M +$171K +747 +13%
PWMG
1967
Pinnacle Wealth Management Group
Michigan
$1.47M +$1.44M +6,290 New
RSWM
1968
Robertson Stephens Wealth Management
California
$1.47M -$476K -2,083 -25%
SWA
1969
Sutton Wealth Advisors
Florida
$1.47M +$11.7K +51 +0.8%
EWM
1970
Executive Wealth Management
Michigan
$1.46M +$137K +598 +11%
KPCM
1971
Kings Point Capital Management
New York
$1.46M -$5.49K -24 -0.4%
NL
1972
NWAM LLC
Washington
$1.46M -$46.2K -202 -3%
CI
1973
Cavalier Investments
Georgia
$1.45M -$38.6K -169 -3%
RFM
1974
Royal Fund Management
Florida
$1.45M +$163K +714 +13%
SAM
1975
Summit Asset Management
Tennessee
$1.45M +$23.5K +103 +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.