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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
MSS
2276
Mitchell Sinkler & Starr
Pennsylvania
$814K
PDM
2277
Penn Davis McFarland
Texas
$812K +$25.6K +112 +3%
RSC
2278
Red Spruce Capital
Pennsylvania
$810K +$11.4K +50 +1%
VAM
2279
Verity Asset Management
North Carolina
$808K +$38.9K +170 +5%
SIG
2280
Sargent Investment Group
Maryland
$807K -$84.6K -370 -10%
GWS
2281
Glassman Wealth Services
Virginia
$807K +$27.2K +119 +4%
PP
2282
PDS Planning
Ohio
$805K +$106K +464 +16%
HTHT
2283
Hemenway Trust Hemenway Trust
New Hampshire
$804K +$6.17K +27 +0.8%
PK
2284
Pflug Koory
Nebraska
$802K -$67.4K -295 -8%
BWA
2285
BDO Wealth Advisors
Florida
$802K +$24.9K +109 +3%
APA
2286
Allegiant Private Advisors
Florida
$795K
KA
2287
Kercheville Advisors
Texas
$795K
CIP
2288
Convergence Investment Partners
Florida
$794K -$46.9K -205 -6%
JF
2289
JSF Financial
California
$794K +$41.8K +183 +6%
MPW
2290
Monterey Private Wealth
California
$794K +$167K +732 +27%
OPOWM
2291
One Plus One Wealth Management
Florida
$792K -$270K -1,183 -26%
BHBT
2292
Burke & Herbert Bank & Trust
Virginia
$792K
CWM
2293
Chesapeake Wealth Management
Virginia
$791K -$135K -590 -15%
CWS
2294
Cypress Wealth Services
California
$788K -$545K -2,383 -41%
AFA
2295
Arlington Financial Advisors
California
$788K +$16K +70 +2%
ACA
2296
Ackerman Capital Advisors
Texas
$787K
CWP
2297
Curated Wealth Partners
California
$787K +$12.6K +55 +2%
ZF
2298
Zhang Financial
Michigan
$786K +$160K +700 +26%
SAM
2299
SignalPoint Asset Management
Missouri
$785K +$19.7K +86 +3%
IAS
2300
Investment Advisory Services
Texas
$782K +$764K +3,343 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.