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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
TA
2226
Tectonic Advisors
Texas
$888K -$149K -653 -15%
DPI
2227
Diversified Portfolios Inc
Michigan
$887K +$457K +2,000 +112%
CFG
2228
Cooper Financial Group
California
$885K +$21.7K +95 +3%
PMA
2229
Prudent Man Advisors
Illinois
$884K +$119K +520 +16%
BC
2230
Brio Consultants
California
$882K +$229 +1 +0%
ACWM
2231
Adams Chetwood Wealth Management
North Carolina
$881K +$38.9K +170 +5%
BCM
2232
Brown Capital Management
Maryland
$878K
DIP
2233
DT Investment Partners
Pennsylvania
$878K
VWA
2234
Visionary Wealth Advisors
Illinois
$878K +$43K +188 +5%
SB
2235
Sunflower Bank
Texas
$877K +$26.7K +117 +3%
CWP
2236
Concord Wealth Partners
Virginia
$876K -$27K -118 -3%
OPA
2237
Old Port Advisors
Maine
$876K -$9.6K -42 -1%
CFO
2238
CVA Family Office
Colorado
$876K +$437K +1,911 +104%
PWSG
2239
Pacific Wealth Strategies Group
California
$874K +$7.09K +31 +0.8%
LP
2240
LGL Partners
Pennsylvania
$873K +$11.7K +51 +1%
3F
2241
360 Financial
Minnesota
$871K
GKWIM
2242
Gerber Kawasaki Wealth & Investment Management
California
$871K +$53.3K +233 +7%
NEWAS
2243
N.E.W. Advisory Services
Wisconsin
$870K -$3.2K -14 -0.4%
SG
2244
StoneX Group
New York
$866K +$53K +232 +7%
HCP
2245
Hexagon Capital Partners
Arkansas
$863K -$21.9K -96 -3%
KLCM
2246
KG&L Capital Management
Louisiana
$857K -$213K -932 -20%
GF
2247
Gries Financial
Ohio
$856K -$1.6K -7 -0.2%
SLT
2248
St Louis Trust
Missouri
$856K
SCI
2249
S&CO Inc
Massachusetts
$846K -$223K -975 -21%
KFGK
2250
Keystone Financial Group (Kentucky)
Kentucky
$845K +$49.4K +216 +6%

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.