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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
GLLW
3001
Graves Light Lenhart Wealth
Virginia
$254K +$40.1K +187 +19%
LI
3002
Lafayette Investments
Maryland
$254K +$47K +219 +23%
FA
3003
Faithward Advisors
Pennsylvania
$253K -$27.7K -129 -10%
GCAC
3004
Guardian Capital Advisors (Canada)
Ontario, Canada
$253K -$21.5K -100 -8%
RP
3005
Rowlandmiller & Partners
Georgia
$252K +$19.1K +89 +8%
CBT
3006
Capital Bank & Trust
California
$251K
CWM
3007
Campbell Wealth Management
Virginia
$251K +$5.37K +25 +2%
DHGWA
3008
Dixon Hughes Goodman Wealth Advisors
North Carolina
$251K +$249K +1,159 New
MCM
3009
Marathon Capital Management
Maryland
$250K -$591K -2,752 -70%
WCG
3010
Weaver Consulting Group
California
$250K +$247K +1,152 New
TC
3011
Trilogy Capital
California
$249K -$1.93K -9 -0.8%
EMFAT
3012
Emerald Mutual Fund Advisers Trust
Pennsylvania
$249K
SDH
3013
Sloy Dahl & Holst
Washington
$249K
CPC
3014
Consolidated Planning Corp
Georgia
$249K +$7.51K +35 +3%
AAMC
3015
Asset Allocation & Management Company
Illinois
$249K +$247K +1,150 New
MWAM
3016
Manhattan West Asset Management
California
$249K +$247K +1,151 New
THWM
3017
Taylor Hoffman Wealth Management
Virginia
$248K
FSA
3018
Financial Sense Advisors
California
$247K +$215 +1 +0.1%
MIM
3019
Marco Investment Management
Georgia
$247K +$245K +1,141 New
GWA
3020
Geometric Wealth Advisors
District of Columbia
$247K +$245K +1,142 New
NCM
3021
Neumann Capital Management
California
$245K
KL
3022
KilterHowling LLC
Colorado
$243K +$241K +1,124 New
IUHSA
3023
Itau Unibanco Holding S.A.
Brazil
$243K +$93K +433 +63%
FWM
3024
Fortress Wealth Management
California
$243K +$241K +1,121 New
COF
3025
Capital One Financial
Virginia
$241K -$41.9K -195 -15%

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.