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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
AIP
2026
Almanack Investment Partners
Pennsylvania
$1.3M -$175K -764 -12%
KF
2027
Krilogy Financial
Missouri
$1.3M +$387K +1,694 +44%
MIM
2028
Meridiem Investment Management
United Kingdom
$1.3M -$76.6K -335 -6%
BEAM
2029
Baker Ellis Asset Management
Washington
$1.3M -$6.17K -27 -0.5%
LCM
2030
Leisure Capital Management
California
$1.29M +$6.63K +29 +0.5%
RHP
2031
Royal Harbor Partners
Texas
$1.29M +$36.6K +160 +3%
BB
2032
Bell Bank
North Dakota
$1.29M +$15.3K +67 +1%
IWA
2033
IVC Wealth Advisors
Pennsylvania
$1.28M +$9.14K +40 +0.7%
JFA
2034
JNBA Financial Advisors
Minnesota
$1.27M
DCM
2035
Davidson Capital Management
Texas
$1.27M -$64.2K -281 -5%
SIA
2036
Strategic Investment Advisors
Michigan
$1.27M +$541K +2,366 +77%
WFI
2037
West Family Investments
California
$1.26M +$1.24M +5,408 New
EN1L
2038
Engine No 1 LLC
California
$1.26M +$1.24M +5,403 New
BBNA
2039
Bremer Bank National Association
Minnesota
$1.26M +$6.17K +27 +0.5%
FFC
2040
First Financial Corp
Indiana
$1.26M -$7.77K -34 -0.6%
GAB
2041
German American Bancorp
Indiana
$1.25M +$84.1K +368 +7%
PMAS
2042
PNC Managed Account Solutions
Texas
$1.25M +$1.23M +5,361 New
WAG
2043
Winthrop Advisory Group
Massachusetts
$1.25M -$96.7K -423 -7%
RPWA
2044
Regent Peak Wealth Advisors
Georgia
$1.25M +$7.09K +31 +0.6%
WMA
2045
Wealth Management Associates
New Jersey
$1.25M -$52.4K -229 -4%
RC
2046
RBO & Co
California
$1.25M
WAAG
2047
Wealth Alliance Advisory Group
Kansas
$1.25M +$36.1K +158 +3%
FPCG
2048
Fort Pitt Capital Group
Pennsylvania
$1.25M +$492K +2,154 +68%
AL
2049
Aspiriant LLC
California
$1.24M +$129K +563 +12%
WWM
2050
Windsor Wealth Management
Indiana
$1.24M -$172K -753 -12%

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.