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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
FCFS
2326
First Command Financial Services
Texas
$742K +$136K +596 +23%
FPWM
2327
FSB Premier Wealth Management
Iowa
$741K +$6.4K +28 +0.9%
IIC
2328
Integrated Investment Consultants
Michigan
$741K +$88.5K +387 +14%
FPF
2329
First Pacific Financial
Washington
$741K +$92.8K +406 +15%
AIM
2330
Axiom Investment Management
New York
$737K
PCWA
2331
Pacific Capital Wealth Advisors
California
$736K
BFA
2332
Bragg Financial Advisors
North Carolina
$734K -$17.1K -75 -2%
TWM
2333
Tradition Wealth Management
Minnesota
$732K -$23.1K -101 -3%
SHWM
2334
Smith & Howard Wealth Management
Georgia
$728K -$40.2K -176 -5%
PCM
2335
Pointe Capital Management
Michigan
$728K +$9.14K +40 +1%
BCM
2336
Bienville Capital Management
New York
$726K -$1.67M -7,285 -70%
FCA
2337
FLC Capital Advisors
California
$726K -$38.6K -169 -5%
NC
2338
NinePointTwo Capital
California
$726K
RWI
2339
Red Wave Investments
Pennsylvania
$724K +$5.94K +26 +0.8%
GAM
2340
Gould Asset Management
California
$723K +$50.3K +220 +8%
BSSFA
2341
Baron Silver Stevens Financial Advisors
Florida
$723K +$286K +1,250 +68%
PAM
2342
Paradigm Asset Management
New York
$723K -$22.9K -100 -3%
CWM
2343
Connecticut Wealth Management
Connecticut
$721K -$1.77M -7,753 -72%
DJYG
2344
David J. Yvars Group
Florida
$720K
SFG
2345
SNS Financial Group
Minnesota
$719K -$48K -210 -6%
MMHP
2346
Murphy Middleton Hinkle & Parker
Georgia
$719K
WG
2347
Winton Group
United Kingdom
$718K -$1.07M -4,665 -60%
BAM
2348
Bellevue Asset Management
Washington
$717K -$109K -475 -13%
CWM
2349
Cedar Wealth Management
California
$717K
TCPWM
2350
Traverso Chambers Private Wealth Management
California
$715K -$49.4K -216 -7%

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.