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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
CGFA
2951
Colton Groome Financial Advisors
North Carolina
$291K +$4.29K +20 +2%
BFG
2952
Barber Financial Group
Kansas
$290K -$11.4K -53 -4%
FEM
2953
Fulcrum Equity Management
Texas
$290K -$10.5K -49 -4%
PCA
2954
Peddock Capital Advisors
Massachusetts
$290K
VWM
2955
Valley Wealth Managers
New Jersey
$290K +$41.2K +192 +17%
MSA
2956
McAlister Sweet & Associates
Texas
$290K +$288K +1,340 New
BWM
2957
Blossom Wealth Management
California
$289K +$37.6K +175 +15%
PGA
2958
Portland Global Advisors
Maine
$288K
NF
2959
NTB Financial
Colorado
$288K +$285K +1,329 New
CFA
2960
Compass Financial Advisors
Indiana
$287K +$284K +1,325 New
FM
2961
Foster & Motley
Ohio
$284K +$14.2K +66 +5%
GCM
2962
G2 Capital Management
Ohio
$283K +$280K +1,304 New
G
2963
GenTrust
Florida
$282K -$79.6K -371 -23%
CAGAS
2964
Capital Advisory Group Advisory Services
Minnesota
$282K +$6.87K +32 +3%
GSAM
2965
Grant Street Asset Management
Pennsylvania
$282K +$7.3K +34 +3%
PFA
2966
Pathway Financial Advisors
Vermont
$281K +$267K +1,242 New
ACM
2967
Antonetti Capital Management
Florida
$279K +$150K +701 +119%
CIA
2968
Caerus Investment Advisors
Texas
$279K +$276K +1,288 New
HBWM
2969
Hollow Brook Wealth Management
New York
$278K +$275K +1,283 New
C1AG
2970
Client 1st Advisory Group
Florida
$277K +$16.7K +78 +7%
BIAS
2971
Beacon Investment Advisory Services
New Jersey
$277K +$30.1K +140 +12%
TFA
2972
Triad Financial Advisors
North Carolina
$277K +$274K +1,276 New
TFF
2973
The Family Firm
Maryland
$275K +$429 +2 +0.2%
PCA
2974
Providence Capital Advisors
North Carolina
$275K +$55.4K +258 +26%
NRW
2975
Nova R Wealth
Kansas
$275K +$272K +1,267 New

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.