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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
CWM
2501
Cahaba Wealth Management
Georgia
$639K +$4.94K +23 +0.8%
FFA
2502
Fi3 Financial Advisors
Indiana
$638K +$36.3K +169 +6%
ESBC
2503
E.S. Barr & Co
Kentucky
$637K -$30.1K -140 -5%
BCA
2504
Bay Colony Advisors
Massachusetts
$635K +$14.2K +66 +2%
DOA
2505
D'Orazio & Associates
Virginia
$635K +$26.4K +123 +4%
SC
2506
Saiph Capital
New Jersey
$635K +$629K +2,930 New
GSEP
2507
Golden State Equity Partners
California
$634K -$208K -968 -25%
IA
2508
Insight Advisors
Pennsylvania
$631K +$46.2K +215 +8%
CHP
2509
Cable Hill Partners
Oregon
$629K +$12.2K +57 +2%
T
2510
TrueFG
Texas
$624K
PHAM
2511
Palisades Hudson Asset Management
Florida
$623K +$7.94K +37 +1%
LOAMU
2512
Lombard Odier Asset Management (USA)
New York
$623K +$617K +2,875 New
TF
2513
TRH Financial
Iowa
$620K +$12.9K +60 +2%
TF
2514
Trek Financial
Arizona
$620K +$64.2K +299 +12%
APC
2515
Aspire Private Capital
North Carolina
$620K +$75.1K +350 +14%
CCMT
2516
CMT Capital Markets Trading
Germany
$618K -$569K -2,650 -48%
PWA
2517
Primoris Wealth Advisors
Florida
$618K +$612K +2,853 New
FOA
2518
Five Oceans Advisors
California
$617K +$28.6K +133 +5%
RGC
2519
Roberts, Glore & Co
Illinois
$616K +$610K +2,841 New
QC
2520
Quent Capital
New York
$616K +$611K +2,844 New
RZH
2521
Relyea Zuckerberg Hanson
Connecticut
$615K -$59.5K -277 -8%
CTFG
2522
Capstone Triton Financial Group
Oklahoma
$614K
UL
2523
Unionview LLC
Washington
$614K +$608K +2,831 New
KCM
2524
Kathmere Capital Management
Pennsylvania
$613K -$170K -793 -22%
BRG
2525
Bay Rivers Group
Virginia
$613K +$3K +14 +0.5%

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.