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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
APW
2801
Aurora Private Wealth
New Jersey
$382K +$29.2K +136 +8%
KM
2802
Kalos Management
Georgia
$381K +$21K +98 +6%
SWM
2803
Scissortail Wealth Management
Oklahoma
$381K +$378K +1,760 New
AFS
2804
Annapolis Financial Services
Maryland
$380K -$25.5K -119 -6%
DB
2805
Dravo Bay
Delaware
$379K +$403K +1,876 New
DWA
2806
Divergent Wealth Advisors
Utah
$378K -$20.2K -94 -5%
NC
2807
NovaPoint Capital
Georgia
$378K +$30.1K +140 +9%
CCA
2808
Catalyst Capital Advisors
New York
$377K -$21.5K -100 -5%
RF
2809
Rollins Financial
Georgia
$377K +$374K +1,741 New
CWM
2810
C2C Wealth Management
Arizona
$376K +$372K +1,733 New
CS
2811
Cannell & Spears
New York
$375K +$141K +659 +61%
FIBT
2812
First International Bank & Trust
North Dakota
$374K +$370K +1,725 New
WRM
2813
Weybosset Research & Management
Rhode Island
$373K
MGIM
2814
M&G Investment Management
United Kingdom
$371K -$28.4M -132,252 -7%
CSPAM
2815
Cary Street Partners Asset Management
Virginia
$371K -$704K -3,278 -66%
TWA
2816
TPB Wealth Advisors
Texas
$369K
MAM
2817
Marquette Asset Management
Minnesota
$368K -$4.94K -23 -1%
FCMT
2818
Founders Capital Management (Texas)
Texas
$368K
JEST
2819
JTC Employer Solutions Trustee
Jersey
$368K
KC
2820
Kenfarb & Co
Kentucky
$368K +$365K +1,698 New
TRIA
2821
Trail Ridge Investment Advisors
Colorado
$367K +$363K +1,692 New
TF
2822
Tompkins Financial
New York
$366K -$91.5K -426 -20%
TWP
2823
Tower Wealth Partners
Pennsylvania
$366K -$16.1K -75 -4%
BWA
2824
Burt Wealth Advisors
Maryland
$366K
CAM
2825
Crestone Asset Management
Colorado
$365K -$33.3K -155 -8%

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.