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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
SHWM
2526
Smith & Howard Wealth Management
Georgia
$612K -$27.5K -128 -4%
FCA
2527
FLC Capital Advisors
California
$611K -$61.6K -287 -9%
LSA
2528
Lion Street Advisors
Texas
$610K +$33.9K +158 +6%
KAM
2529
KEB Asset Management
Illinois
$610K +$604K +2,815 New
SPC
2530
Stewart & Patten Company
California
$609K
MS
2531
Madden Securities
Texas
$609K +$278K +1,295 +86%
RWA
2532
RGT Wealth Advisors
Texas
$609K +$603K +2,808 New
ACA
2533
Anchor Capital Advisors
Massachusetts
$607K
MSA
2534
Marino Stram & Associates
Massachusetts
$607K +$59.9K +279 +11%
PK
2535
Pflug Koory
Nebraska
$603K
EFG
2536
Everhart Financial Group
Ohio
$603K +$91.9K +428 +18%
NPT
2537
Nixon Peabody Trust
Massachusetts
$603K +$385K +1,792 +181%
PC
2538
Permit Capital
Pennsylvania
$601K
WCM
2539
Wedge Capital Management
North Carolina
$597K
TAIM
2540
TD Ameritrade Investment Management
Nebraska
$596K +$217K +1,009 +58%
SFG
2541
Summit Financial Group
West Virginia
$593K -$21.5K -100 -4%
HCM
2542
Hengehold Capital Management
Ohio
$593K -$7.94K -37 -1%
ERWM
2543
Elk River Wealth Management
Colorado
$592K
SRC
2544
Sage Rhino Capital
California
$590K +$8.16K +38 +1%
RIM
2545
Rockbridge Investment Management
New York
$590K +$56K +261 +11%
JWM
2546
Janiczek Wealth Management
Colorado
$590K +$233K +1,086 +66%
Manulife (Manufacturers Life Insurance)
2547
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$589K -$40.4M -188,147 -6%
BWM
2548
BerganKDV Wealth Management
Minnesota
$589K +$89.9K +419 +18%
GCA
2549
Genesee Capital Advisors
New York
$588K -$1.64M -7,649 -74%
CA
2550
Claro Advisors
Massachusetts
$587K -$13.3K -62 -2%

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.