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
SIC
2826
Sigma Investment Counselors
Michigan
$364K +$6.01K +28 +2%
OHIS
2827
Oak Harvest Investment Services
Texas
$363K +$14.4K +67 +4%
CAL
2828
Capital Advisors Ltd
Ohio
$363K +$174K +812 +94%
VFM
2829
Vivid Financial Management
California
$362K -$47.9K -223 -12%
SFG
2830
Sunburst Financial Group
Alabama
$362K +$71.9K +335 +25%
CIAS
2831
CFS Investment Advisory Services
New Jersey
$360K +$5.15K +24 +2%
DJYG
2832
David J. Yvars Group
Florida
$359K -$304K -1,415 -46%
LF
2833
Lee Financial
Texas
$359K +$32K +149 +10%
JWM
2834
JFG Wealth Management
Colorado
$355K -$1.5K -7 -0.4%
DWA
2835
Delos Wealth Advisors
Texas
$355K +$89.1K +415 +34%
IAG
2836
Investmark Advisory Group
Connecticut
$355K +$352K +1,642 New
WFA
2837
Wellspring Financial Advisors
Ohio
$353K
KWA
2838
Kellett Wealth Advisors
Ohio
$353K +$349K +1,627 New
WFI
2839
West Family Investments
California
$352K -$1.2M -5,586 -77%
AWM
2840
Aberdeen Wealth Management
Illinois
$352K +$215 +1 +0.1%
BWCS
2841
Beirne Wealth Consulting Services
Connecticut
$352K +$6.44K +30 +2%
HWA
2842
Heartwood Wealth Advisors
Virginia
$352K +$70.6K +329 +25%
AA
2843
Alesco Advisors
New York
$351K
WMA
2844
West Michigan Advisors
Michigan
$351K +$348K +1,619 New
HZ
2845
Hixon Zuercher
Ohio
$350K
BMWM
2846
Brown Miller Wealth Management
Virginia
$350K +$37.4K +174 +12%
CIM
2847
Confluence Investment Management
Missouri
$348K -$63.3K -295 -16%
EWP
2848
Engrave Wealth Partners
Texas
$348K -$7.51K -35 -2%
EFL
2849
ERn Financial LLC
Wisconsin
$344K
RBCM
2850
Raub Brock Capital Management
California
$343K

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.