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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
LC
2701
Lavaca Capital
Texas
$464K +$429 +2 +0.1%
LFG
2702
Larson Financial Group
Missouri
$464K +$12.5K +58 +3%
HIS
2703
Horizon Investment Services
Indiana
$464K +$20.4K +95 +5%
PWM
2704
Palumbo Wealth Management
New York
$464K +$110K +513 +32%
PG
2705
Prostatis Group
Maryland
$462K -$644 -3 -0.1%
HWM
2706
Hemington Wealth Management
Virginia
$462K +$19.1K +89 +4%
HNWAG
2707
High Net Worth Advisory Group
Florida
$462K +$458K +2,133 New
CFC
2708
Coyle Financial Counsel
Illinois
$461K +$9.23K +43 +2%
LFGH
2709
Lee Financial Group Hawaii
Hawaii
$459K -$40.8K -190 -8%
A
2710
AustralianSuper
Australia
$459K +$7.74M +36,039 +2%
MCA
2711
MSH Capital Advisors
Arizona
$459K +$454K +2,116 New
NFG
2712
Nadler Financial Group
Illinois
$458K +$4.94K +23 +1%
DE
2713
Day & Ennis
Georgia
$457K +$13.5K +63 +3%
HCA
2714
Heck Capital Advisors
Wisconsin
$457K +$191K +891 +73%
EWA
2715
Encompass Wealth Advisors
Oregon
$456K
AP
2716
Adero Partners
California
$452K +$25.5K +119 +6%
PPWM
2717
PFG Private Wealth Management
Florida
$452K +$53.7K +250 +14%
WA
2718
Wealth Architects
California
$450K -$36.3K -169 -8%
LA
2719
LexAurum Advisors
Kansas
$448K -$14.2K -66 -3%
CWC
2720
Carolinas Wealth Consulting
North Carolina
$448K -$8.37K -39 -2%
SSW
2721
Smith Shellnut Wilson
Mississippi
$448K +$107K +498 +32%
BWM
2722
BCS Wealth Management
Tennessee
$448K +$171K +796 +63%
MHR
2723
Matthew Hamilton Rosenberg
$447K -$32.8K -153 -7%
EL
2724
Essex LLC
Illinois
$446K +$15K +70 +4%
WAM
2725
WFA Asset Management
Wisconsin
$445K +$441K +2,054 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.