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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
FCMC
2976
Founders Capital Management (Connecticut)
Connecticut
$272K
WW
2977
Westshore Wealth
California
$269K
LWANC
2978
Laurel Wealth Advisors (North Carolina)
North Carolina
$268K
SP
2979
SWS Partners
Ohio
$268K +$42.9K +200 +19%
PSF
2980
Pacific Sun Financial
California
$267K
GCA
2981
Gradient Capital Advisors
California
$267K +$24.5K +114 +10%
ICM
2982
Ionic Capital Management
New York
$267K +$265K +1,234 New
FMI
2983
F/M Investments
District of Columbia
$266K -$215 -1 -0.1%
PRWA
2984
Platte River Wealth Advisors
Colorado
$265K -$161K -750 -38%
KFS
2985
Kelly Financial Services
Massachusetts
$265K +$33.1K +154 +14%
CFFP
2986
Center for Financial Planning
Michigan
$264K -$10.3K -48 -4%
PO
2987
Private Ocean
California
$264K -$4.72K -22 -2%
CAM
2988
Costello Asset Management
Pennsylvania
$262K +$42.9K +200 +20%
CHAM
2989
Clear Harbor Asset Management
Connecticut
$260K
CMP
2990
Courage Miller Partners
Virginia
$260K
FC
2991
Fusion Capital
South Carolina
$260K +$16.1K +75 +7%
RIA
2992
RPG Investment Advisory
California
$259K -$12.7K -59 -5%
SC
2993
Slow Capital
California
$259K
ACM
2994
Academy Capital Management
Texas
$256K -$1.07K -5 -0.4%
TWM
2995
Trevian Wealth Management
Massachusetts
$256K +$252K +1,176 New
SAM
2996
Sycomore Asset Management
France
$255K -$9.85M -45,877 -98%
SN
2997
Sittner & Nelson
Oregon
$255K +$21.5K +100 +9%
IF
2998
Integrity Financial
Wyoming
$255K +$253K +1,177 New
CAN
2999
Claraphi Advisory Network
United States
$254K -$30.7K -143 -11%
ML
3000
McAdam LLC
Pennsylvania
$254K +$2.58K +12 +1%

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.