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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
DTC
2676
Davidson Trust Company
Washington
$484K -$3.44K -16 -0.7%
TIM
2677
Triad Investment Management
California
$484K +$480K +2,234 New
PL
2678
Pluribus Labs
California
$483K +$479K +2,230 New
CC
2679
Claybrook Capital
Massachusetts
$482K +$3.22K +15 +0.7%
CAM
2680
Campion Asset Management
Virginia
$482K +$7.08K +33 +2%
EWA
2681
ERTS Wealth Advisors
Michigan
$479K -$215 -1 -0%
LAM
2682
LifePro Asset Management
California
$478K +$474K +2,208 New
HCM
2683
Huber Capital Management
California
$477K -$42.9K -200 -8%
PC
2684
Permanens Capital
New York
$477K
MIG
2685
McGuire Investment Group
Rhode Island
$477K +$6.66K +31 +1%
WIA
2686
World Investment Advisors
California
$477K +$45.3K +211 +11%
RW
2687
Rede Wealth
Virginia
$476K
WOC
2688
West Oak Capital
California
$475K -$19.3K -90 -4%
CCM
2689
Carlson Capital Management
Minnesota
$475K +$80.1K +373 +20%
CSWM
2690
Cassady Schiller Wealth Management
Ohio
$475K +$471K +2,193 New
FFG
2691
Frisch Financial Group
New York
$474K +$59.5K +277 +15%
KFSC
2692
Keystone Financial Services (Colorado)
Colorado
$474K +$471K +2,192 New
WCAMG
2693
Woodard & Company Asset Management Group
North Carolina
$473K +$644 +3 +0.1%
LNWTC
2694
Laird Norton Wetherby Trust Company
Washington
$473K +$33.1K +154 +8%
NVIM
2695
New Vernon Investment Management
Illinois
$472K
OFW
2696
Omnia Family Wealth
Florida
$471K
TWP
2697
Tempus Wealth Planning
California
$469K
SWM
2698
Stockman Wealth Management
Montana
$468K +$137K +640 +42%
CAIMH
2699
Central Asset Investments & Management Holdings
Hong Kong
$465K -$425K -1,980 -48%
FPOC
2700
Financial Planners of Cleveland
Ohio
$465K +$464K +2,163 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.