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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
EL
2301
EMFO LLC
Florida
$782K +$765K +3,346 New
CWM
2302
Curi Wealth Management
North Carolina
$779K +$37.3K +163 +5%
EAM
2303
Evanson Asset Management
California
$778K +$229 +1 +0%
DA
2304
Detalus Advisors
Missouri
$778K +$18.5K +81 +2%
IA
2305
Insight Advisors
Pennsylvania
$773K -$176K -770 -19%
ER
2306
Enlightenment Research
Florida
$772K +$754K +3,300 New
MCA
2307
Magnolia Capital Advisors
Mississippi
$771K +$34.7K +152 +5%
ACM
2308
Allred Capital Management
Texas
$768K -$23.1K -101 -3%
EI
2309
Ellevest Inc
New York
$768K +$94.6K +414 +14%
PP
2310
Patron Partners
Texas
$766K -$141K -616 -16%
GLAM
2311
Gardner Lewis Asset Management
Pennsylvania
$763K
WA
2312
Waverly Advisors
Alabama
$762K -$54.4K -238 -7%
AWP
2313
Accretive Wealth Partners
New Jersey
$759K +$58.1K +254 +8%
OWA
2314
One Wealth Advisors
California
$758K +$176K +771 +31%
FBA
2315
Front Barnett Associates
Illinois
$758K +$741K +3,240 New
OFG
2316
Omega Financial Group
California
$754K -$9.6K -42 -1%
SGCA
2317
Steel Grove Capital Advisors
Tennessee
$751K +$195K +855 +36%
BFWA
2318
Benchmark Financial Wealth Advisors
Florida
$747K +$24.9K +109 +4%
PL
2319
Plancorp LLC
Missouri
$746K +$914 +4 +0.1%
IGGA
2320
Iron Gate Global Advisors
Utah
$746K +$22.2K +97 +3%
CPWA
2321
Cerro Pacific Wealth Advisors
California
$746K +$729K +3,190 New
LWP
2322
Lumature Wealth Partners
Georgia
$745K +$96.2K +421 +15%
CCP
2323
Clarkston Capital Partners
Michigan
$744K -$33.4K -146 -4%
PPP
2324
Private Portfolio Partners
New Jersey
$744K +$2.29K +10 +0.3%
FCB
2325
First Command Bank
Texas
$742K +$136K +596 +23%

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.