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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
ME
2351
McIlrath & Eck
Washington
$715K +$16.7K +73 +2%
BA
2352
Birinyi Associates
Connecticut
$713K -$22.9K -100 -3%
LJAC
2353
L.J. Altfest & Co
New York
$713K +$16.2K +71 +2%
AWM
2354
Altavista Wealth Management
North Carolina
$713K +$282K +1,234 +68%
ESBC
2355
E.S. Barr & Co
Kentucky
$712K +$56.2K +246 +9%
LWM
2356
Liberty Wealth Management
California
$711K -$9.83K -43 -1%
KIG
2357
Kowal Investment Group
Wisconsin
$710K +$129K +564 +23%
PC
2358
Permit Capital
Pennsylvania
$707K
GIP
2359
Greatmark Investment Partners
Georgia
$706K
PA
2360
Probity Advisors
Texas
$705K
FFWM
2361
Future Financial Wealth Management
Ohio
$702K -$8.92K -39 -1%
RW
2362
REDW Wealth
New Mexico
$701K -$5.71K -25 -0.8%
FBC
2363
Fairfield, Bush & Co
Connecticut
$698K
MWP
2364
Madison Wealth Partners
Wisconsin
$697K +$139K +610 +26%
SFG
2365
Sovereign Financial Group
Connecticut
$696K
LIG
2366
Lokken Investment Group
Delaware
$692K
KCM
2367
Kathmere Capital Management
Pennsylvania
$692K +$229 +1 +0%
D
2368
Diversified
Delaware
$692K +$686 +3 +0.1%
EWM
2369
EPG Wealth Management
Georgia
$689K +$914 +4 +0.1%
SDWMA
2370
Schneider Downs Wealth Management Advisors
Pennsylvania
$688K +$9.6K +42 +1%
PP
2371
Palladium Partners
Virginia
$686K -$58.1K -254 -8%
BWA
2372
Beam Wealth Advisors
Louisiana
$686K +$87.8K +384 +15%
LIA
2373
LBMC Investment Advisors
Tennessee
$684K +$439K +1,921 +191%
WIC
2374
Whitegate Investment Counselors
New Hampshire
$683K
FCA
2375
FinTrust Capital Advisors
South Carolina
$681K +$81.6K +357 +14%

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.