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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
AWM
2901
Aprio Wealth Management
Georgia
$321K -$9.66K -45 -3%
OBWG
2902
Onyx Bridge Wealth Group
New York
$321K +$39.5K +184 +15%
HR
2903
Hayden Royal
North Carolina
$320K -$97.5K -454 -24%
LC
2904
LCNB Corp
Ohio
$320K -$5.15K -24 -2%
DWP
2905
Destiny Wealth Partners
Florida
$320K
SC
2906
Saturna Capital
Washington
$320K +$101K +469 +47%
BO
2907
Bank OZK
Arkansas
$318K +$21.9K +102 +7%
PWM
2908
Paulson Wealth Management
Illinois
$317K -$179K -832 -36%
FCFC
2909
First Citizens Financial Corp
Iowa
$317K -$8.8K -41 -3%
LC
2910
Lincoln Capital
Nebraska
$317K +$7.3K +34 +2%
WC
2911
Westhampton Capital
North Carolina
$316K +$5.37K +25 +2%
WWP
2912
Waypoint Wealth Partners
California
$316K +$24.9K +116 +9%
JWM
2913
Jeppson Wealth Management
California
$316K +$119K +555 +61%
AAM
2914
Austin Asset Management
Texas
$316K +$313K +1,459 New
AG
2915
AlphaSimPlex Group
Massachusetts
$315K
AR
2916
Apeiron RIA
Texas
$315K +$312K +1,452 New
MIM
2917
Martin Investment Management
Florida
$312K
FPGK
2918
Financial Partners Group (Kansas)
Kansas
$310K -$17.6K -82 -6%
BRA
2919
Biechele Royce Advisors
Indiana
$310K -$2.15K -10 -0.7%
SBF
2920
Sara-Bay Financial
Florida
$309K -$15.5K -72 -5%
IFG
2921
Investors Financial Group
Minnesota
$309K +$1.07K +5 +0.4%
NWM
2922
Nauset Wealth Management
Connecticut
$309K +$306K +1,427 New
PC
2923
Periscope Capital
Ontario, Canada
$309K +$307K +1,429 New
PC
2924
Peavine Capital
Nevada
$308K
MWPCG
2925
Measured Wealth Private Client Group
New Hampshire
$307K

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.