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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
PWA
2601
Physician Wealth Advisors
Utah
$536K -$13.5K -63 -2%
BFS
2602
Bickling Financial Services
Massachusetts
$535K +$61.6K +287 +13%
UAS
2603
United Asset Strategies
New York
$532K +$14.4K +67 +3%
RPCA
2604
Running Point Capital Advisors
California
$531K -$53K -247 -9%
SCA
2605
STALEY CAPITAL ADVISERS
Pennsylvania
$531K
WG
2606
Winton Group
United Kingdom
$531K +$526K +2,448 New
CSB
2607
City State Bank
Iowa
$531K +$526K +2,450 New
FPB
2608
First PREMIER Bank
South Dakota
$530K
OL
2609
Optas LLC
Texas
$530K +$8.8K +41 +2%
TCWM
2610
Total Clarity Wealth Management
Illinois
$529K -$18.2K -85 -3%
BFC
2611
Bedel Financial Consulting
Indiana
$529K +$55.4K +258 +12%
HI
2612
Hudock Inc
Pennsylvania
$528K -$36.9K -172 -7%
AIIMS
2613
Analyst IMS Investment Management Services
Israel
$528K +$1.72K +8 +0.3%
UCB
2614
United Community Bank
South Carolina
$527K +$522K +2,432 New
FCA
2615
FinTrust Capital Advisors
South Carolina
$527K -$48.9K -228 -9%
JCM
2616
Jag Capital Management
Missouri
$527K -$46.8K -218 -8%
TWM
2617
TMD Wealth Management
Arizona
$527K
ICP
2618
Interchange Capital Partners
Pennsylvania
$527K +$260K +1,212 +99%
LAM
2619
L2 Asset Management
Massachusetts
$526K +$521K +2,427 New
SIC
2620
Samalin Investment Counsel
New York
$525K +$34.3K +160 +7%
BC
2621
Bowman & Company
Wisconsin
$525K +$520K +2,424 New
PP
2622
Palladium Partners
Virginia
$524K -$150K -700 -22%
FNBOSM
2623
First National Bank of South Miami
Florida
$524K -$429 -2 -0.1%
DWA
2624
Dougherty Wealth Advisers
Minnesota
$524K
MWA
2625
Moser Wealth Advisors
Washington
$523K

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.