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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
CCA
2451
Cadent Capital Advisors
Oklahoma
$579K +$29.9K +131 +6%
MA
2452
MONECO Advisors
Connecticut
$578K +$457 +2 +0.1%
RIM
2453
Rockbridge Investment Management
New York
$575K +$11.4K +50 +2%
JWM
2454
JGP Wealth Management
Oregon
$574K -$25.4K -111 -4%
SCA
2455
STALEY CAPITAL ADVISERS
Pennsylvania
$573K
EWA
2456
ERTS Wealth Advisors
Michigan
$572K -$13K -57 -2%
LF
2457
Lantz Financial
Illinois
$572K -$9.6K -42 -2%
AIFAIM
2458
American Institute for Advanced Investment Management
Arizona
$572K +$18.3K +80 +3%
MAM
2459
McCarthy Asset Management
California
$571K -$52.4K -229 -9%
TA
2460
Trellis Advisors
Washington
$569K -$8.46K -37 -1%
HPC
2461
Hobart Private Capital
North Carolina
$569K -$7.09K -31 -1%
TWM
2462
TMD Wealth Management
Arizona
$568K
GSC
2463
G&S Capital
Colorado
$568K +$9.83K +43 +2%
GP
2464
Geneva Partners
Wisconsin
$567K -$2.29K -10 -0.4%
TI
2465
Truepoint Inc
Ohio
$567K +$8.92K +39 +2%
CHP
2466
Cable Hill Partners
Oregon
$566K +$306K +1,339 +124%
DWA
2467
Dougherty Wealth Advisers
Minnesota
$565K
TAIM
2468
TD Ameritrade Investment Management
Nebraska
$565K +$126K +552 +30%
H
2469
Hexavest
Quebec, Canada
$564K +$541K +2,368 +5,382%
RBFC
2470
Roman Butler Fullerton & Co
Missouri
$562K +$26.7K +117 +5%
HCM
2471
Huber Capital Management
California
$561K -$114K -500 -17%
UAS
2472
United Asset Strategies
New York
$560K -$30.4K -133 -5%
MFG
2473
Magnus Financial Group
New York
$560K +$686 +3 +0.1%
FBT
2474
First Bank & Trust
South Dakota
$559K +$45.3K +198 +9%
RF
2475
Rollins Financial
Georgia
$559K +$237K +1,035 +76%

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.