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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
BIA
2926
Biondo Investment Advisors
Pennsylvania
$305K -$1.07K -5 -0.4%
ACP
2927
Aveo Capital Partners
Colorado
$303K -$79.2K -369 -21%
MAP
2928
Milestone Advisory Partners
North Carolina
$303K
DLHL
2929
Donald L. Hagan LLC
Florida
$303K +$6.22K +29 +2%
CAC
2930
Core Alternative Capital
Georgia
$303K +$247K +1,151 +462%
BBW
2931
Blue Barn Wealth
Utah
$301K -$7.73K -36 -3%
AF
2932
Apexium Financial
Texas
$301K -$2.58K -12 -0.9%
FI
2933
Financial Insights
Washington
$301K
KPWG
2934
KFA Private Wealth Group
Virginia
$301K +$429 +2 +0.1%
APG
2935
Abacus Planning Group
South Carolina
$301K +$52.8K +246 +22%
III
2936
Independent Investors Inc
New York
$299K -$58.4K -272 -16%
RTS
2937
Round Table Services
New Jersey
$299K
EW
2938
Element Wealth
Mississippi
$299K +$15.2K +71 +5%
MCM
2939
Monument Capital Management
Virginia
$298K +$429 +2 +0.1%
SC
2940
Stephens Consulting
Michigan
$297K +$294K +1,371 New
CCP
2941
Cassia Capital Partners
North Carolina
$297K -$1.96M -9,120 -87%
WA
2942
WESPAC Advisors
California
$296K -$94.9K -442 -24%
AWAP
2943
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$296K +$8.37K +39 +3%
EIG
2944
Ellenbecker Investment Group
Wisconsin
$296K +$293K +1,366 New
DP
2945
Divergent Planning
Maryland
$295K
MWM
2946
McNaughton Wealth Management
California
$295K +$7.08K +33 +2%
TCWA
2947
Ten Capital Wealth Advisors
Washington
$294K +$59K +275 +25%
CWMGP
2948
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$294K +$291K +1,354 New
WWMSC
2949
Wagner Wealth Management (South Carolina)
South Carolina
$293K -$5.58K -26 -2%
V
2950
VeraBank
Texas
$292K +$28.1K +131 +11%

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.