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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
TIS
2426
Tortoise Index Solutions
Kansas
$616K -$18.5K -81 -3%
SIM
2427
Sadoff Investment Management
Wisconsin
$616K +$9.14K +40 +2%
CA
2428
Claro Advisors
Massachusetts
$616K +$100K +438 +20%
SWA
2429
SOA Wealth Advisors
New York
$613K +$156K +684 +35%
AWM
2430
Act Wealth Management
Texas
$610K
SRC
2431
Sage Rhino Capital
California
$607K +$105K +461 +22%
DACG
2432
Donor Advised Charitable Giving
California
$604K
PWM
2433
Prentice Wealth Management
New York
$601K +$59K +258 +11%
SFG
2434
SageGuard Financial Group
Tennessee
$600K +$40.7K +178 +7%
CA
2435
Crumly & Associates
Illinois
$599K +$81.2K +355 +16%
PIM
2436
Perpetual Investment Management
Australia
$598K +$91.4K +400 +19%
WAM
2437
Winslow Asset Management
Ohio
$596K
DCM
2438
Dimension Capital Management
Florida
$594K -$21K -92 -3%
APC
2439
Aspire Private Capital
North Carolina
$594K +$295K +1,290 +103%
OQS
2440
Occudo Quantitative Strategies
Florida
$594K +$581K +2,540 New
CNFG
2441
Creegan & Nassoura Financial Group
New Hampshire
$593K
IWA
2442
Inspirion Wealth Advisors
Illinois
$592K
WAOI
2443
Wealth Advisors of Iowa
Iowa
$591K +$17.1K +75 +3%
MIM
2444
Merrion Investment Management
New Jersey
$589K
SKK
2445
Shepherd Kaplan Krochuk
Massachusetts
$586K
KA
2446
KLCM Advisors
Wisconsin
$586K +$172K +751 +43%
LFGH
2447
Lee Financial Group Hawaii
Hawaii
$585K +$229 +1 +0%
BRG
2448
Bay Rivers Group
Virginia
$585K +$13.3K +58 +2%
RAM
2449
Rempart Asset Management
Canada
$583K
NP
2450
Ninepoint Partners
Ontario, Canada
$582K -$436K -1,907 -43%

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.