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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
FNBOH
2376
First National Bank of Hutchinson
Kansas
$677K -$29.5K -129 -4%
T
2377
TrueFG
Texas
$673K
HIC
2378
Harvey Investment Company
Kentucky
$670K -$17.1K -75 -3%
CTFG
2379
Capstone Triton Financial Group
Oklahoma
$670K
HFA
2380
High Falls Advisors
New York
$668K -$250K -1,095 -28%
PFG
2381
PAX Financial Group
Texas
$666K +$69.3K +303 +12%
WF
2382
WoodTrust Financial
Wisconsin
$666K +$206K +899 +46%
FFA
2383
Fi3 Financial Advisors
Indiana
$664K +$62.2K +272 +11%
SFG
2384
Summit Financial Group
West Virginia
$663K -$35.7K -156 -5%
PHAM
2385
Palisades Hudson Asset Management
Florida
$663K
SPC
2386
Stewart & Patten Company
California
$658K -$4.8K -21 -0.7%
NJBEST
2387
New Jersey Better Educational Savings Trust
New Jersey
$657K
ACA
2388
Anchor Capital Advisors
Massachusetts
$655K
NFSG
2389
Newbridge Financial Services Group
Florida
$655K +$11K +48 +2%
KOC
2390
Koss-Olinger Consulting
Florida
$655K +$57.2K +250 +10%
BWM
2391
Buckley Wealth Management
Nevada
$655K +$119K +522 +23%
MFG
2392
Monte Financial Group
Connecticut
$655K +$641K +2,802 New
TF
2393
TRH Financial
Iowa
$654K -$11.2K -49 -2%
PC
2394
Permanens Capital
New York
$653K
RZH
2395
Relyea Zuckerberg Hanson
Connecticut
$651K +$19.4K +85 +3%
GC
2396
Garde Capital
Washington
$650K +$3.43K +15 +0.5%
AG
2397
AlphaSimPlex Group
Massachusetts
$649K +$634K +2,774 New
WCM
2398
Wedge Capital Management
North Carolina
$647K -$157K -685 -20%
CCMD
2399
Cypress Capital Management (Delaware)
Delaware
$646K
KW
2400
KWB Wealth
California
$641K

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.