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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
CAM
2151
Cozad Asset Management
Illinois
$1.01M -$26.3K -115 -3%
CCG
2152
Chatham Capital Group
Georgia
$1M +$425K +1,858 +76%
OWA
2153
Outlook Wealth Advisors
Texas
$997K +$288K +1,259 +42%
FC
2154
Financial Consulate
Maryland
$996K +$71.3K +312 +8%
PFA
2155
Professional Financial Advisors
Nebraska
$995K +$24.9K +109 +3%
AFM
2156
Andesa Financial Management
Pennsylvania
$993K +$64.7K +283 +7%
SAM
2157
S.A. Mason
Michigan
$991K +$22.9K +100 +2%
IAP
2158
Indie Asset Partners
Indiana
$989K -$94.4K -413 -9%
FP
2159
Foundry Partners
Minnesota
$985K +$28.6K +125 +3%
CBT
2160
CoreFirst Bank & Trust
Kansas
$981K -$153K -668 -14%
SFWC
2161
Strategic Family Wealth Counselors
New Jersey
$980K +$1.14K +5 +0.1%
BCP
2162
Berkeley Capital Partners
Georgia
$978K -$12.3K -54 -1%
FMWA
2163
Forvis Mazars Wealth Advisors
Missouri
$977K -$78K -341 -8%
APW
2164
Acima Private Wealth
Virginia
$975K -$15.1K -66 -2%
PSC
2165
Prentiss Smith & Co
Vermont
$974K
FNBSF
2166
First National Bank Sioux Falls
South Dakota
$973K
SAA
2167
Southeast Asset Advisors
Georgia
$973K +$229 +1 +0%
ACM
2168
AlphaStar Capital Management
North Carolina
$973K +$25.1K +110 +3%
MCWS
2169
McKinley Carter Wealth Services
West Virginia
$972K -$61.5K -269 -6%
BIA
2170
Bigelow Investment Advisors
Maine
$972K +$5.71K +25 +0.6%
WCA
2171
Westover Capital Advisors
Delaware
$971K -$56K -245 -6%
FC
2172
Fulcrum Capital
Washington
$970K -$5.71K -25 -0.6%
KFP
2173
KB Financial Partners
New Jersey
$970K +$469K +2,052 +98%
TF
2174
TLWM Financial
Texas
$969K +$9.14K +40 +1%
SF
2175
Summit Financial
New Jersey
$968K +$946K +4,139 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.