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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
MWC
2776
MBM Wealth Consultants
Missouri
$403K +$8.8K +41 +2%
EBA
2777
Eagle Bay Advisors
New York
$402K -$116K -541 -23%
FCIM
2778
Fairview Capital Investment Management
California
$402K
WDG
2779
Wealth Dimensions Group
Ohio
$402K +$42.9K +200 +12%
SI
2780
Saxon Interests
Texas
$402K +$403K +1,876 New
CWA
2781
Canvas Wealth Advisors
Kansas
$401K +$62.3K +290 +19%
SPWG
2782
Sage Private Wealth Group
Illinois
$400K +$15.2K +71 +4%
LCM
2783
LVM Capital Management
Michigan
$399K
AA
2784
Addison Advisors
Vermont
$399K +$217K +1,009 +121%
DSN
2785
D. Scott Neal
Kentucky
$398K +$395K +1,838 New
MCM
2786
Monarch Capital Management
Indiana
$397K
HFS
2787
Howard Financial Services
Texas
$396K -$48.1K -224 -11%
KCM
2788
Kanawha Capital Management
Virginia
$395K -$5.8K -27 -1%
W
2789
Wealthquest
Ohio
$394K +$8.37K +39 +2%
ZIMP
2790
Zimmermann Investment Management & Planning
Pennsylvania
$394K +$390K +1,818 New
FDCC
2791
Foster Dykema Cabot & Co
Massachusetts
$392K -$19.5M -90,626 -98%
KFA
2792
Kelleher Financial Advisors
New York
$392K -$227K -1,059 -37%
FFWM
2793
Future Financial Wealth Management
Ohio
$389K -$268K -1,247 -42%
GCA
2794
Greenwood Capital Associates
South Carolina
$389K +$69.3K +323 +22%
CFD
2795
Creative Financial Designs
Indiana
$387K -$76.2K -355 -17%
AIP
2796
Ahrens Investment Partners
Louisiana
$387K -$10.7K -50 -3%
ZIG
2797
Zuckerman Investment Group
Illinois
$387K +$25.8K +120 +7%
LA
2798
Lifeworks Advisors
Michigan
$387K +$384K +1,788 New
AI
2799
Accredited Investors
Minnesota
$383K +$44.2K +206 +13%
TCM
2800
Tran Capital Management
California
$382K

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.