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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
DW
2176
Domani Wealth
Pennsylvania
$965K +$24.2K +106 +3%
EA
2177
Emerald Advisers
Pennsylvania
$964K +$177K +775 +23%
HC
2178
Hoese & Co
Minnesota
$963K +$64K +280 +7%
AIS
2179
AM Investment Strategies
Tennessee
$962K
DAM
2180
Delta Asset Management
Tennessee
$962K +$3.43K +15 +0.4%
DA
2181
DSC Advisors
Illinois
$960K -$446K -1,953 -32%
Cohen & Steers
2182
Cohen & Steers
New York
$957K
MPCG
2183
Matrix Private Capital Group
New York
$952K +$1.83K +8 +0.2%
BFIM
2184
Beese Fulmer Investment Management
Ohio
$950K -$26.1K -114 -3%
ASBI
2185
American State Bank (Iowa)
Iowa
$947K +$41.4K +181 +5%
AWP
2186
Abacus Wealth Partners
California
$946K +$109K +475 +13%
TNA
2187
True North Advisors
Texas
$942K +$36.3K +159 +4%
CCM
2188
Cribstone Capital Management
Maine
$941K +$24K +105 +3%
WIC
2189
Woodmont Investment Counsel
Tennessee
$939K -$5.71K -25 -0.6%
JHCP
2190
Jackson Hole Capital Partners
Oklahoma
$939K +$80.5K +352 +10%
LWA
2191
Lineweaver Wealth Advisors
Ohio
$938K +$24.5K +107 +3%
AWM
2192
Accurate Wealth Management
Florida
$937K +$916K +4,006 New
WCM
2193
WealthBridge Capital Management
Ohio
$934K +$1.14K +5 +0.1%
AP
2194
Arlington Partners
Alabama
$933K -$9.37K -41 -1%
LWA
2195
Lenox Wealth Advisors
New York
$932K +$12.3K +54 +1%
HWM
2196
Howard Wealth Management
Connecticut
$931K -$57.2K -250 -6%
WW
2197
Waterfront Wealth
Kansas
$929K -$3.89K -17 -0.4%
QPWM
2198
Quadrant Private Wealth Management
Pennsylvania
$929K +$85.5K +374 +10%
IIM
2199
Ironwood Investment Management
Massachusetts
$927K +$30.6K +134 +3%
GSEP
2200
Golden State Equity Partners
California
$923K +$356K +1,556 +65%

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.