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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
MIM
2101
Manitou Investment Management
Ontario, Canada
$1.11M +$96K +420 +10%
AFS
2102
Aft Forsyth & Sober
Florida
$1.11M
OIA
2103
Optimum Investment Advisors
Illinois
$1.11M -$83.7K -366 -7%
WEPOG
2104
Wealth Enhancement & Preservation of GA
Georgia
$1.11M +$43.2K +189 +4%
EF
2105
Empirical Finance
Pennsylvania
$1.1M +$1.08M +4,720 New
ACA
2106
Affinity Capital Advisors
California
$1.1M +$7.77K +34 +0.7%
IIM
2107
Intact Investment Management
Quebec, Canada
$1.1M -$606K -2,650 -36%
MJP
2108
Michael J. Puzo
$1.1M -$45.7K -200 -4%
CNBT
2109
Cornerstone National Bank & Trust
Illinois
$1.1M +$58.1K +254 +6%
GIM
2110
Groesbeck Investment Management
New Jersey
$1.09M
NNP
2111
Nachman Norwood & Parrott
South Carolina
$1.09M -$24.2K -106 -2%
AP
2112
Americana Partners
Texas
$1.09M +$134K +588 +14%
MIM
2113
Moseley Investment Management
Florida
$1.09M +$171K +750 +19%
SWM
2114
Sculati Wealth Management
Michigan
$1.09M +$176K +768 +20%
WPW
2115
Warther Private Wealth
Ohio
$1.08M +$1.05M +4,607 New
SWRP
2116
Summit Wealth & Retirement Planning
California
$1.08M -$84.4K -369 -7%
CCB
2117
Cutter & Co Brokerage
Missouri
$1.08M +$17.6K +77 +2%
FHC
2118
First Horizon Corporation
Tennessee
$1.08M +$27K +118 +3%
MPPLM
2119
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.08M +$715K +3,126 +210%
HFS
2120
Haverford Financial Services
Pennsylvania
$1.08M
FC
2121
Forte Capital
New York
$1.08M +$64.7K +283 +7%
WMP
2122
Wealth Management Partners
Arizona
$1.07M -$57.2K -250 -5%
JSL
2123
JT Stratford LLC
Georgia
$1.06M +$200K +873 +24%
GA
2124
Geller Advisors
New York
$1.06M +$1.37K +6 +0.1%
AAP
2125
Arax Advisory Partners
Colorado
$1.06M +$1.04M +4,533 New

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.