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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
BWM
2851
Baystate Wealth Management
Massachusetts
$343K +$1.72K +8 +0.5%
CMS
2852
Capital Market Strategies
Florida
$343K +$340K +1,585 New
1CP
2853
17 Capital Partners
Arizona
$342K
HWM
2854
Horizon Wealth Management
Illinois
$342K +$339K +1,578 New
WCM
2855
Wallace Capital Management
Texas
$341K -$1.17M -5,447 -78%
SCA
2856
Sippican Capital Advisors
Massachusetts
$341K
AMR
2857
Asset Management Resources
Massachusetts
$341K +$338K +1,573 New
PMG
2858
Private Management Group
California
$340K
NA
2859
Nottingham Advisors
New York
$339K +$44.7K +208 +15%
MIM
2860
MTM Investment Management
South Carolina
$339K +$83.1K +387 +33%
TDC
2861
Thompson Davis & Co
Virginia
$339K +$336K +1,565 New
RWB
2862
RMR Wealth Builders
New Jersey
$338K -$1.11M -5,162 -77%
BWA
2863
Beam Wealth Advisors
Louisiana
$338K -$333K -1,551 -50%
SWM
2864
Shelton Wealth Management
Texas
$338K +$334K +1,558 New
SRC
2865
Shufro Rose & Co
New York
$337K -$42.7K -199 -11%
ARMC
2866
American Research & Management Company
Massachusetts
$337K
USGIU
2867
U.S. Global Investors (USGI)
Texas
$337K
EWS
2868
Evergreen Wealth Solutions
Pennsylvania
$337K +$333K +1,553 New
HA
2869
Hofer & Associates
California
$337K +$334K +1,555 New
RFO
2870
RiverGlades Family Offices
Florida
$336K
TWM
2871
Titus Wealth Management
California
$336K +$21.5K +100 +7%
Cohen & Steers
2872
Cohen & Steers
New York
$335K -$482K -2,245 -59%
DFG
2873
Demars Financial Group
Washington
$335K +$7.08K +33 +2%
CCP
2874
Carmel Capital Partners
California
$335K +$332K +1,548 New
RWM
2875
RKL Wealth Management
Pennsylvania
$334K -$23.6K -110 -7%

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.