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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
IA
2401
IFG Advisory
Georgia
$639K -$54.4K -238 -8%
FAM
2402
Formidable Asset Management
Ohio
$639K -$13.7K -60 -2%
22CM
2403
20/20 Capital Management
California
$639K +$19.4K +85 +3%
ERWM
2404
Elk River Wealth Management
Colorado
$638K
VA
2405
Valmark Advisers
Ohio
$636K -$41.6K -182 -6%
SAM
2406
Secure Asset Management
Michigan
$636K +$160K +698 +34%
BA
2407
Bridgewater Associates
Connecticut
$633K +$19.2K +84 +3%
RWM
2408
RKL Wealth Management
Pennsylvania
$633K +$22.9K +100 +4%
APP
2409
Alpha Paradigm Partners
Illinois
$632K -$40.9K -179 -6%
NEIRG
2410
New England Investment & Retirement Group
Massachusetts
$632K +$91.9K +402 +17%
Aristotle Capital Management
2411
Aristotle Capital Management
California
$631K
MAM
2412
Marotta Asset Management
Virginia
$629K +$12.3K +54 +2%
HCM
2413
Hengehold Capital Management
Ohio
$629K +$10.7K +47 +2%
NG
2414
Northstar Group
New York
$626K +$45.7K +200 +8%
FRA
2415
Frank Rimerman Advisors
California
$625K
SVCP
2416
Silicon Valley Capital Partners
California
$625K -$143K -626 -19%
GSIS
2417
Global Strategic Investment Solutions
Arizona
$625K -$33.8K -148 -5%
BMCM
2418
Bryn Mawr Capital Management
Pennsylvania
$625K +$57.2K +250 +10%
CF
2419
Copperwynd Financial
Arizona
$625K +$125K +548 +26%
CWC
2420
Carolinas Wealth Consulting
North Carolina
$624K +$20.3K +89 +3%
PWA
2421
Physician Wealth Advisors
Utah
$620K -$2.52K -11 -0.4%
HI
2422
Hudock Inc
Pennsylvania
$620K +$686 +3 +0.1%
HP
2423
HT Partners
Connecticut
$620K +$210K +920 +53%
DMBA
2424
Deseret Mutual Benefit Administrators
Utah
$620K +$606K +2,652 New
SFG
2425
StrategIQ Financial Group
Indiana
$618K

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.