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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
HA
1976
Harfst & Associates
Wyoming
$1.44M -$19K -83 -1%
P
1977
&Partners
Tennessee
$1.44M +$29.9K +131 +2%
MPPW
1978
Mitchell & Pahl Private Wealth
Oklahoma
$1.43M -$18.1K -79 -1%
STA
1979
Summit Trail Advisors
New York
$1.43M +$72.7K +318 +5%
SLF
1980
Sun Life Financial
Ontario, Canada
$1.43M -$271K -1,187 -16%
VHAM
1981
Van Hulzen Asset Management
California
$1.43M
OWA
1982
Octavia Wealth Advisors
Ohio
$1.43M +$97.4K +426 +7%
SFI
1983
SPC Financial Inc
Maryland
$1.43M -$65.4K -286 -4%
PWMAG
1984
Pinnacle Wealth Management Advisory Group
New Jersey
$1.43M +$305K +1,332 +28%
JWCA
1985
J.W. Coons Advisors
Ohio
$1.43M -$99K -433 -7%
CA
1986
Cambridge Advisors
Nebraska
$1.42M -$22.6K -99 -2%
GC
1987
Grace Capital
Massachusetts
$1.41M +$82.5K +361 +6%
BCM
1988
Breiter Capital Management
Florida
$1.41M +$1.38M +6,020 New
MMPW
1989
Mitchell McLeod Pugh & Williams
Alabama
$1.41M
EGVF
1990
ESA Global Value Fund
Cayman Islands
$1.4M
BGDI
1991
BW Gestao de Investimentos
Brazil
$1.4M +$640K +2,800 +88%
FA
1992
Fermata Advisors
California
$1.4M +$101K +443 +8%
QCM
1993
Quest Capital Management
Texas
$1.4M +$14.6K +64 +1%
CB
1994
CNB Bank
Pennsylvania
$1.39M -$113K -496 -8%
FWA
1995
FOCUS Wealth Advisors
Texas
$1.39M +$66.8K +292 +5%
GIA
1996
Guyasuta Investment Advisors
Pennsylvania
$1.39M -$27K -118 -2%
MWM
1997
Modera Wealth Management
New Jersey
$1.38M -$67K -293 -5%
CPIA
1998
Cornell Pochily Investment Advisors
New York
$1.38M -$51.4K -225 -4%
CFS
1999
Capital Financial Services
New York
$1.38M +$10.3K +45 +0.8%
MWM
2000
Mission Wealth Management
California
$1.38M -$56.7K -248 -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.