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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
CSPAM
2076
Cary Street Partners Asset Management
Virginia
$1.16M +$3.66K +16 +0.3%
CSIC
2077
Clifford Swan Investment Counsel
California
$1.16M -$400K -1,750 -26%
RM
2078
Resource Management
Louisiana
$1.16M +$8.23K +36 +0.7%
SC
2079
Solstein Capital
California
$1.16M +$335K +1,464 +42%
BW
2080
Bison Wealth
Georgia
$1.15M -$617K -2,699 -35%
GAG
2081
GM Advisory Group
New York
$1.15M +$43.2K +189 +4%
SHA
2082
Seneca House Advisors
Virginia
$1.15M -$83K -363 -7%
BP
2083
BBR Partners
New York
$1.15M -$125K -546 -10%
KC
2084
Knuff & Co
California
$1.15M +$26.1K +114 +2%
CCC
2085
Chelsea Counsel Company
California
$1.15M +$45.7K +200 +4%
NB
2086
Nicolet Bankshares
Wisconsin
$1.15M -$50.3K -220 -4%
CBFP
2087
Cedar Brook Financial Partners
Ohio
$1.15M +$72K +315 +7%
SOW
2088
State of Wyoming
Wyoming
$1.14M +$304K +1,328 +37%
LCM
2089
Legato Capital Management
California
$1.14M +$1.12M +4,890 New
XF
2090
XML Financial
Maryland
$1.14M -$35K -153 -3%
BIMC
2091
Benson Investment Management Company
Virginia
$1.14M
BWG
2092
Beta Wealth Group
California
$1.14M -$28.6K -125 -2%
JCM
2093
Jag Capital Management
Missouri
$1.14M +$2.52K +11 +0.2%
MI
2094
Markston International
New York
$1.13M -$7.72M -33,777 -87%
KCM
2095
Knoll Capital Management
Florida
$1.13M
MPIA
2096
Mountain Pacific Investment Advisers
Idaho
$1.13M
PWAG
2097
Polaris Wealth Advisory Group
California
$1.13M +$190K +829 +21%
AWE
2098
Avidian Wealth Enterprises
Texas
$1.12M -$17.4K -76 -2%
WCM
2099
Weld Capital Management
New York
$1.12M -$68.4K -299 -6%
ACM
2100
Argent Capital Management
Missouri
$1.11M

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.