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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
MS
2126
Madden Securities
Texas
$1.06M
DWM
2127
Dorchester Wealth Management
Quebec, Canada
$1.05M
WI
2128
Wedgewood Investors
Pennsylvania
$1.05M
SAM
2129
Satovsky Asset Management
New York
$1.05M +$1.03M +4,512 New
UMC
2130
United Maritime Capital
New York
$1.05M +$229K +1,000 +29%
IP
2131
Interval Partners
New York
$1.05M -$12.4M -54,106 -92%
WCM
2132
Windsor Capital Management
Arizona
$1.05M -$44.1K -193 -4%
LOIM
2133
Liberty One Investment Management
Illinois
$1.05M +$64.9K +284 +7%
LFA
2134
Legacy Financial Advisors
Kentucky
$1.04M -$229K -1,001 -18%
BFPW
2135
BOK Financial Private Wealth
Colorado
$1.04M +$359K +1,572 +54%
LC
2136
Lindbrook Capital
California
$1.04M +$8.69K +38 +0.9%
AIL
2137
AGF Investments LLC
Ontario, Canada
$1.04M -$2.97K -13 -0.3%
STB
2138
S&T Bank
Pennsylvania
$1.04M
CAC
2139
Certified Advisory Corp
Florida
$1.04M +$9.6K +42 +1%
WCWM
2140
Willow Creek Wealth Management
California
$1.04M +$14.9K +65 +1%
RCG
2141
Rock Creek Group
District of Columbia
$1.04M +$40.7K +178 +4%
BA
2142
Bluesphere Advisors
Pennsylvania
$1.04M
CFO
2143
Collective Family Office
Pennsylvania
$1.04M
MAM
2144
McLean Asset Management
Virginia
$1.03M +$32.5K +142 +4%
KFS
2145
Kelly Financial Services
Massachusetts
$1.03M +$55M +240,758 +26,515%
AWM
2146
Atticus Wealth Management
Florida
$1.03M -$35.4K -155 -3%
BOS
2147
Bingham Osborn & Scarborough
California
$1.03M +$195K +852 +24%
EWA
2148
Evolution Wealth Advisors
Florida
$1.02M -$121K -530 -11%
RHAM
2149
Round Hill Asset Management
California
$1.02M
NGA
2150
Naples Global Advisors
Florida
$1.02M +$36.6K +160 +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.