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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
FA
2651
Fortis Advisors
Pennsylvania
$505K +$5.37K +25 +1%
EAM
2652
Empirical Asset Management
Massachusetts
$504K +$500K +2,328 New
RCG
2653
Rock Creek Group
District of Columbia
$503K -$104K -483 -17%
TPW
2654
Tiller Private Wealth
Pennsylvania
$503K
MCM
2655
Manchester Capital Management
Vermont
$503K +$859 +4 +0.2%
HCM
2656
Hutchinson Capital Management
California
$500K -$644 -3 -0.1%
AT
2657
Arvest Trust
Oklahoma
$500K +$495K +2,306 New
HFA
2658
High Falls Advisors
New York
$498K -$64.8K -302 -12%
LRIA
2659
Leonard Rickey Investment Advisors
Washington
$497K -$4.08K -19 -0.8%
P
2660
Palladiem
Pennsylvania
$497K
TCM
2661
Towercrest Capital Management
Pennsylvania
$497K
GSIS
2662
Global Strategic Investment Solutions
Arizona
$496K -$71.3K -332 -13%
SAMC
2663
Spectrum Asset Management (California)
California
$494K -$12.7K -59 -3%
SIAG
2664
Safeguard Investment Advisory Group
California
$494K -$4.29K -20 -0.9%
SKK
2665
Shepherd Kaplan Krochuk
Massachusetts
$494K +$4.51K +21 +0.9%
SL
2666
Salomon & Ludwin
Virginia
$494K +$200K +930 +69%
AIP
2667
ARS Investment Partners
New York
$493K -$17.6M -82,146 -97%
TIA
2668
Tandem Investment Advisors
South Carolina
$493K +$128K +597 +36%
TC
2669
TAGStone Capital
North Carolina
$492K +$488K +2,271 New
NCG
2670
Newport Capital Group
New Jersey
$489K
BCM
2671
Birch Capital Management
Texas
$487K
CFSG
2672
Clark Financial Services Group
Missouri
$487K +$15K +70 +3%
NJBEST
2673
New Jersey Better Educational Savings Trust
New Jersey
$486K -$122K -570 -20%
CAP
2674
Columbia Advisory Partners
Washington
$486K +$481K +2,242 New
KTM
2675
Keeler Thomas Management
Utah
$484K -$3.37M -15,681 -88%

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.