We are live on ! Find out more

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
CC
2726
Callan Capital
California
$444K +$439K +2,047 New
VCM
2727
Vivaldi Capital Management
Illinois
$443K +$2.79K +13 +0.6%
DU
2728
Delphia (USA)
Ontario, Canada
$443K +$439K +2,043 New
LF
2729
Lantz Financial
Illinois
$442K -$55K -256 -11%
SCM
2730
SOL Capital Management
Maryland
$442K
TFCP
2731
Twin Focus Capital Partners
Massachusetts
$441K +$144K +670 +49%
BSSFA
2732
Baron Silver Stevens Financial Advisors
Florida
$439K +$24.7K +115 +6%
SCFS
2733
S.C. Financial Services
Arizona
$439K +$438K +2,041 New
CL
2734
CIM LLC
New York
$438K -$1.76M -8,221 -79%
SLWA
2735
San Luis Wealth Advisors
California
$438K -$622K -2,899 -59%
FA
2736
Fountainhead AM
New Jersey
$438K -$1.29K -6 -0.3%
WPA
2737
West Paces Advisors
Georgia
$437K +$215 +1 +0%
AA
2738
Advisory Alpha
Michigan
$436K +$56K +261 +15%
MC
2739
Miramar Capital
Illinois
$436K +$105K +490 +32%
SAF
2740
Smith Anglin Financial
Texas
$435K +$21K +98 +5%
FH
2741
FWG Holdings
Florida
$435K +$33.1K +154 +9%
PCC
2742
Park Circle Company
Maryland
$433K
JGGDR
2743
JGP Global Gestao de Recursos
Brazil
$433K +$429K +2,000 New
SNBOSD
2744
Security National Bank of So Dak
Iowa
$432K +$43.6K +203 +11%
WP
2745
Wealthspan Partners
Iowa
$431K +$427K +1,989 New
CWA
2746
Clearview Wealth Advisors
Oregon
$429K +$7.94K +37 +2%
SWM
2747
Silverlake Wealth Management
Vermont
$429K +$425K +1,978 New
MCM
2748
Magnolia Capital Management
New York
$428K
NWA
2749
New World Advisors
Massachusetts
$428K
SWM
2750
Salvus Wealth Management
New Jersey
$427K +$111K +517 +36%

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.