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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
SEIA
2626
Signature Estate & Investment Advisors
California
$523K +$78.4K +365 +18%
VAFP
2627
Vahanian & Associates Financial Planning
New York
$523K +$518K +2,415 New
KA
2628
KLCM Advisors
Wisconsin
$521K +$21.3K +99 +4%
JSW
2629
Journey Strategic Wealth
New Jersey
$520K +$515K +2,401 New
GP
2630
Geneva Partners
Wisconsin
$518K -$5.37K -25 -1%
SC
2631
Sierra Capital
Florida
$518K +$178K +831 +53%
PAM
2632
Paradigm Asset Management
New York
$518K -$64.4K -300 -11%
CG
2633
Carmignac Gestion
France
$517K -$66.1M -308,072 -99%
TA
2634
Trellis Advisors
Washington
$517K -$9.45K -44 -2%
MAM
2635
McCarthy Asset Management
California
$517K +$215 +1 +0%
TCBWMS
2636
Texas Capital Bank Wealth Management Services
Texas
$515K +$6.01K +28 +1%
MTWM
2637
Masso Torrence Wealth Management
New Jersey
$515K +$510K +2,378 New
WF
2638
WoodTrust Financial
Wisconsin
$514K +$96.6K +450 +23%
MC
2639
Merlin Capital
Rhode Island
$514K +$509K +2,373 New
VA
2640
Valmark Advisers
Ohio
$513K -$139K -648 -21%
NP
2641
Ninepoint Partners
Ontario, Canada
$513K -$27K -126 -5%
OPPTF
2642
OPSEU Pension Plan Trust Fund
Ontario, Canada
$512K +$10.5K +49 +2%
SIM
2643
Sadoff Investment Management
Wisconsin
$511K +$7.73K +36 +2%
EAM
2644
Eschler Asset Management
United Kingdom
$511K +$506K +2,357 New
Canada Pension Plan Investment Board
2645
Canada Pension Plan Investment Board
Ontario, Canada
$507K -$70K -326 -12%
LWP
2646
Legacy Wealth Planning
Nevada
$507K +$51.1K +238 +11%
CCFM
2647
Clear Creek Financial Management
Washington
$506K +$41.4K +193 +9%
PCFFS
2648
Pacific Center for Financial Services
California
$506K +$85.9K +400 +21%
CCA
2649
Cadent Capital Advisors
Oklahoma
$505K -$13.7K -64 -3%
AWM
2650
Aevitas Wealth Management
Massachusetts
$505K +$215 +1 +0%

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.