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3,282 hedge funds and large institutions have $335B invested in Visa in 2021 Q4 according to their latest regulatory filings, with 433 funds opening new positions, 1,445 increasing their positions, 1,122 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 433 | Existing positions closed: 159

29% more repeat investments, than reductions

Existing positions increased: 1,445 | Existing positions reduced: 1,122

7% more funds holding

Funds holding: 3,0553,282 (+227)

8% more call options, than puts

Call options by funds: $6.69B | Put options by funds: $6.19B

0.19% less ownership

Funds ownership: 93.54%93.36% (-0.19%)

4% less capital invested

Capital invested by funds: $351B → $335B (-$15.3B)

21% less funds holding in top 10

Funds holding in top 10: 412326 (-86)

Holders
3,282
Holders Change
+227
Holders Change %
+7.43%
% of All Funds
50.5%
Holding in Top 10
326
Holding in Top 10 Change
-86
Holding in Top 10 Change %
-20.87%
% of All Funds
5.02%
New
433
Increased
1,445
Reduced
1,122
Closed
159
Calls
$6.69B
Puts
$6.19B
Net Calls
+$507M
Net Calls Change
-$437M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
2476
KRS Capital Management
Michigan
$659K +$654K +3,045 New
GC
2477
Garde Capital
Washington
$658K +$59K +275 +10%
SICM
2478
Sustainable Insight Capital Management
New York
$655K -$171K -795 -21%
MAM
2479
Marotta Asset Management
Virginia
$655K +$74.3K +346 +13%
BW
2480
Bison Wealth
Georgia
$652K -$129K -603 -17%
UMC
2481
United Maritime Capital
New York
$650K
GCM
2482
Galibier Capital Management
Ontario, Canada
$650K +$644K +3,000 New
PCM
2483
Pennsylvania Capital Management
Pennsylvania
$650K +$644K +3,001 New
OPOWM
2484
One Plus One Wealth Management
Florida
$649K -$51.1K -238 -7%
BFA
2485
BMS Financial Advisors
South Dakota
$648K +$642K +2,991 New
FBC
2486
Fairfield, Bush & Co
Connecticut
$647K
PGH
2487
Partners Group Holding
Switzerland
$647K
GA
2488
GFS Advisors
Texas
$646K -$10.7K -50 -2%
CWS
2489
Cypress Wealth Services
California
$646K +$18.9K +88 +3%
WDL
2490
Well Done LLC
Michigan
$645K +$36.5K +170 +6%
FW
2491
FirstPurpose Wealth
Utah
$644K +$638K +2,971 New
MSS
2492
Mitchell Sinkler & Starr
Pennsylvania
$643K -$140K -651 -18%
ARG
2493
Advisory Resource Group
Oklahoma
$643K +$37.8K +176 +7%
MWP
2494
Madison Wealth Partners
Wisconsin
$642K -$41.2K -192 -6%
RW
2495
REDW Wealth
New Mexico
$642K -$7.08K -33 -1%
LIG
2496
Lokken Investment Group
Delaware
$642K -$3K -14 -0.5%
D
2497
Diversified
Delaware
$642K
DHFB
2498
Dixon Hubard Feinour & Brown
Virginia
$641K +$209K +974 +49%
OFG
2499
Oxford Financial Group
Indiana
$640K +$65K +303 +11%
KPW
2500
Kore Private Wealth
New York
$639K -$1.88M -8,753 -75%

V Hedge Fund Activity: Q4 2021 in Review

3,282 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q4 2021, worth a combined $335B — down 4.4% from $351B a quarter earlier.

Buyers outnumbered sellers: 433 funds opened new V positions and 159 closed out — a net gain of 274 holders — while 1,445 added to existing stakes and 1,122 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $1.04B. The largest seller was T. Rowe Price Associates, cutting an estimated $4.26B.

  • 3,282 institutional investors held Visa (V) as of Q4 2021, up from 3,055 in Q3 2021.
  • Funds reported $335B of Visa stock for Q4 2021, down 4.4% quarter-over-quarter.
  • 433 funds opened new Visa positions in Q4 2021 and 159 closed out, a net change of +274 holders.
  • The largest Visa buyer in Q4 2021 was Lone Pine Capital, an estimated $1.04B added.
  • The largest Visa seller in Q4 2021 was T. Rowe Price Associates, an estimated $4.26B sold.

Based on aggregated 13F filings for Q4 2021.