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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
LT
2001
Lindsell Train
United Kingdom
$1.38M
HWA
2002
HHM Wealth Advisors
Tennessee
$1.38M
GFPC
2003
Global Financial Private Client
Florida
$1.37M +$280K +1,225 +27%
GFS
2004
GYL Financial Synergies
Connecticut
$1.37M +$17.1K +75 +1%
FFG
2005
Ford Financial Group
California
$1.37M -$5.71K -25 -0.4%
BFA
2006
Beacon Financial Advisory
Ohio
$1.36M +$1.83K +8 +0.1%
ACM
2007
Ascendant Capital Management
California
$1.36M +$183K +800 +16%
FFA
2008
Founders Financial Alliance
North Carolina
$1.35M +$68.4K +299 +5%
WLPWM
2009
Walled Lake Planning & Wealth Management
Illinois
$1.35M
LWIC
2010
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.34M -$18.3K -80 -1%
FNWM
2011
Financial Network Wealth Management
Utah
$1.34M
4WM
2012
44 Wealth Management
Oregon
$1.33M -$16.7K -73 -1%
CCA
2013
Childress Capital Advisors
Texas
$1.33M +$165K +722 +14%
BOM
2014
Bank of Marin
California
$1.33M -$457 -2 -0%
GC
2015
Gilbert & Cook
Iowa
$1.33M +$69K +302 +6%
TWA
2016
TCI Wealth Advisors
Arizona
$1.33M +$505K +2,209 +64%
HIM
2017
Harbour Investment Management
Washington
$1.33M +$192K +840 +17%
FWM
2018
Foresight Wealth Management
Utah
$1.32M +$13.9K +61 +1%
AW
2019
Alaethes Wealth
Nevada
$1.32M +$78.2K +342 +6%
GG
2020
Golden Green
South Carolina
$1.32M -$15.3K -67 -1%
TCM
2021
Tradewinds Capital Management
Washington
$1.32M -$12.1K -53 -0.9%
BG
2022
Bollard Group
Massachusetts
$1.32M +$1.83K +8 +0.1%
HHGA
2023
Halbert Hargrove Global Advisors
California
$1.32M +$171K +747 +15%
ACH
2024
ArrowMark Colorado Holdings
Colorado
$1.3M -$534K -2,338 -30%
TLCM
2025
Twin Lakes Capital Management
California
$1.3M -$8.69K -38 -0.7%

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.