We are live on ! Find out more

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
CG
2576
Corundum Group
Colorado
$560K +$87.2K +406 +19%
JDR
2577
Jay D. Rosenbaum
$560K +$555K +2,586 New
PWM
2578
Prentice Wealth Management
New York
$559K -$6.22K -29 -1%
DWM
2579
Drive Wealth Management
Utah
$559K +$554K +2,579 New
SFWA
2580
Summit Financial Wealth Advisors
Louisiana
$558K +$42.9K +200 +9%
APP
2581
Alpha Paradigm Partners
Illinois
$557K -$1.5M -6,989 -73%
TI
2582
Truepoint Inc
Ohio
$557K -$6.87K -32 -1%
VIM
2583
VELA Investment Management
Ohio
$554K +$548K +2,555 New
WAM
2584
Winslow Asset Management
Ohio
$553K
BA
2585
Bridgewater Advisors
New York
$552K +$25.1K +117 +5%
PIMG
2586
Patriot Investment Management Group
Tennessee
$550K +$48.5K +226 +10%
AWP
2587
Abacus Wealth Partners
California
$549K -$197K -920 -27%
CNFG
2588
Creegan & Nassoura Financial Group
New Hampshire
$549K
IWA
2589
Inspirion Wealth Advisors
Illinois
$549K
MIM
2590
Merrion Investment Management
New Jersey
$546K
TIS
2591
Tortoise Index Solutions
Kansas
$544K -$43.8K -204 -8%
WAOI
2592
Wealth Advisors of Iowa
Iowa
$543K -$4.29K -20 -0.8%
BA
2593
Birinyi Associates
Connecticut
$542K -$10.7K -50 -2%
LCS
2594
Levin Capital Strategies
New York
$542K +$537K +2,500 New
VI
2595
Versor Investments
New York
$542K +$537K +2,500 New
TVAMP
2596
Tennessee Valley Asset Management Partners
Tennessee
$541K -$7.08K -33 -1%
FBT
2597
First Bank & Trust
South Dakota
$541K
C
2598
CEDRUS
Colorado
$540K +$535K +2,494 New
AIFAIM
2599
American Institute for Advanced Investment Management
Arizona
$540K +$25.8K +120 +5%
JWM
2600
JGP Wealth Management
Oregon
$537K -$1.93K -9 -0.4%

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.