We are live on ! Find out more

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
WFMPM
2201
Woodley Farra Manion Portfolio Management
Indiana
$921K +$7.77K +34 +0.9%
9WM
2202
9258 Wealth Management
Ohio
$920K -$13.3K -58 -1%
EWM
2203
Elmwood Wealth Management
California
$920K
VC
2204
Veracity Capital
Georgia
$918K -$922K -4,032 -51%
BMC
2205
Beaton Management Company
Massachusetts
$918K
HL
2206
HeadInvest LLC
Maine
$917K +$17.1K +75 +2%
SF
2207
Symphony Financial
Texas
$916K -$1.58M -6,907 -64%
IIA
2208
IPG Investment Advisors
California
$916K +$10.3K +45 +1%
HCP
2209
Holt Capital Partners
Texas
$915K -$4.57K -20 -0.5%
T
2210
TRUADVICE
Florida
$915K +$388K +1,699 +87%
TC
2211
Trust Company
Kansas
$914K -$92.1K -403 -9%
CAS
2212
Cascadia Advisory Services
Oregon
$909K -$21.9K -96 -2%
ATC
2213
Adirondack Trust Company
New York
$909K +$4.34K +19 +0.5%
BO
2214
BRR OpCo
Ohio
$908K -$20.3K -89 -2%
CBN
2215
Cadence Bank NA
Texas
$908K
I
2216
INVST
Indiana
$905K -$45.7K -200 -5%
NP
2217
NorthRock Partners
Minnesota
$901K +$354K +1,547 +67%
EFSCE
2218
Enterprise Financial Services Corp (EFSC)
Missouri
$899K +$179K +782 +26%
CDIA
2219
Capital Directions Investment Advisors
Georgia
$898K +$878K +3,842 New
LB
2220
Leo Brokerage
Texas
$897K -$22.6K -99 -3%
NED
2221
Nancy E. Dempze
$897K +$39.8K +174 +5%
PGWM
2222
Parisi Gray Wealth Management
New Jersey
$894K -$10.1K -44 -1%
CVM
2223
Cheviot Value Management
California
$894K
HJMC
2224
Hellman Jordan Management Company
Massachusetts
$892K -$21.9K -96 -2%
AMCA
2225
Arthur M. Cohen & Associates
Illinois
$890K +$880K +3,849 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.