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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
CA
2551
Crumly & Associates
Illinois
$586K -$96.4K -449 -15%
CPWA
2552
Cerro Pacific Wealth Advisors
California
$586K -$38K -177 -6%
CG
2553
Cutler Group
California
$585K -$943K -4,395 -62%
Aristotle Capital Management
2554
Aristotle Capital Management
California
$585K
MFG
2555
Magnus Financial Group
New York
$585K +$16.5K +77 +3%
ASGS
2556
Alpha Square Group S
New York
$585K +$580K +2,700 New
CWM
2557
Chesapeake Wealth Management
Virginia
$583K +$18.2K +85 +3%
1WM
2558
1900 Wealth Management
Texas
$583K +$577K +2,689 New
BMCM
2559
Bryn Mawr Capital Management
Pennsylvania
$582K +$2.79K +13 +0.5%
RWM
2560
Rockwood Wealth Management
Pennsylvania
$581K +$576K +2,682 New
HP
2561
HT Partners
Connecticut
$581K +$3.65K +17 +0.6%
SAM
2562
Secure Asset Management
Michigan
$580K -$69.1K -322 -11%
AC
2563
Addison Capital
Pennsylvania
$579K +$573K +2,670 New
NG
2564
Northstar Group
New York
$578K +$2.36K +11 +0.4%
MPW
2565
Monterey Private Wealth
California
$576K -$159K -739 -22%
RBFC
2566
Roman Butler Fullerton & Co
Missouri
$574K +$25.5K +119 +5%
MCM
2567
Mendel Capital Management
Arkansas
$573K +$568K +2,646 New
HGERS
2568
Householder Group Estate & Retirement Specialist
Arizona
$572K +$567K +2,640 New
DCM
2569
Dimension Capital Management
Florida
$570K +$66.1K +308 +13%
CAM
2570
Claret Asset Management
Quebec, Canada
$570K +$74.3K +346 +15%
TCM
2571
Tandem Capital Management
New Jersey
$568K +$80.5K +375 +17%
WFM
2572
Wolff Financial Management
Michigan
$567K -$2.58K -12 -0.5%
AWM
2573
Act Wealth Management
Texas
$566K +$215 +1 +0%
NWM
2574
NEIRG Wealth Management
Massachusetts
$563K +$557K +2,596 New
PHIC
2575
Pine Haven Investment Counsel
Massachusetts
$562K +$557K +2,595 New

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.