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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
ETCM
2876
Evolutionary Tree Capital Management
Virginia
$334K
CHA
2877
Carmichael Hill & Associates
Maryland
$334K +$215 +1 +0.1%
PBO
2878
Peoples Bank (Ohio)
Ohio
$333K -$20.2K -94 -6%
TFA
2879
Tranquilli Financial Advisor
New Jersey
$333K +$9.88K +46 +3%
RAM
2880
Roanoke Asset Management
New Jersey
$332K -$21.5K -100 -6%
LJHT
2881
Laurie J. Hall Trustee
$332K
FZCM
2882
Flynn Zito Capital Management
New York
$332K +$329K +1,533 New
CHA
2883
Cooper/Haims Advisors
New York
$331K -$21.5K -100 -6%
LF
2884
LifeSteps Financial
California
$331K +$24.7K +115 +8%
AAM
2885
Autus Asset Management
Arizona
$331K +$34.8K +162 +12%
PCI
2886
Planning Center Inc
Illinois
$331K +$302K +1,405 New
DWM
2887
Darwin Wealth Management
Florida
$330K -$67.8K -316 -17%
FWP
2888
Firethorn Wealth Partners
Georgia
$328K +$325K +1,512 New
KFI
2889
Key Financial Inc
Pennsylvania
$327K -$9.23K -43 -3%
LSA
2890
L & S Advisors
California
$327K -$1.93K -9 -0.6%
MFW
2891
Mosaic Family Wealth
Missouri
$327K +$7.08K +33 +2%
BAM
2892
Brave Asset Management
New Jersey
$325K -$1.07K -5 -0.3%
GWM
2893
Greenwich Wealth Management
Connecticut
$325K +$6.22K +29 +2%
ACM
2894
AUA Capital Management
Pennsylvania
$325K +$34.3K +160 +12%
MA
2895
MKT Advisors
California
$325K +$338K +1,576 New
CIG
2896
Cairn Investment Group
Washington
$324K -$24.7K -115 -7%
SC
2897
Seldon Capital
California
$324K +$321K +1,496 New
MKC
2898
M. Kraus & Co
Vermont
$322K
CRCM
2899
Corbett Road Capital Management
Virginia
$322K +$9.66K +45 +3%
FP
2900
Financial Perspectives
Minnesota
$322K

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.