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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
HCM
3026
HMS Capital Management
Tennessee
$241K
TCMP
3027
Thrive Capital Management (Pennsylvania)
Pennsylvania
$241K +$22.1K +103 +10%
DCM
3028
Deuterium Capital Management
Florida
$241K +$239K +1,112 New
PWM
3029
PRW Wealth Management
Massachusetts
$240K +$27.5K +128 +13%
DIA
3030
Davidson Investment Advisors
Montana
$238K -$120K -558 -34%
AWS
3031
Arkfeld Wealth Strategies
Nebraska
$238K
BEI
3032
Benjamin Edwards Inc
Missouri
$236K -$291K -1,356 -55%
TWM
3033
Triton Wealth Management
Arizona
$236K +$1.72K +8 +0.8%
EIP
3034
Ellis Investment Partners
Pennsylvania
$236K +$19.8K +92 +9%
Financial Engines Advisors
3035
Financial Engines Advisors
California
$234K -$374K -1,744 -62%
MA
3036
Mosaic Advisors
Texas
$234K +$232K +1,080 New
IF
3037
IRON Financial
Illinois
$233K
GA
3038
Greenspring Advisors
Maryland
$233K +$231K +1,075 New
AIA
3039
AIMZ Investment Advisors
California
$232K
GWM
3040
GSB Wealth Management
Connecticut
$232K +$229K +1,068 New
JWA
3041
JFS Wealth Advisors
Pennsylvania
$231K -$125K -583 -35%
KCFA
3042
Key Client Fiduciary Advisors
New Jersey
$231K +$229K +1,066 New
TMWM
3043
Taylor & Morgan Wealth Management
Michigan
$231K +$229K +1,067 New
Members Trust
3044
Members Trust
Florida
$230K +$20.2K +94 +10%
CYG
3045
Clean Yield Group
Vermont
$229K
KWP
3046
Keystone Wealth Partners
Arizona
$229K +$227K +1,059 New
AC
3047
Alley Company
Illinois
$228K
AIA
3048
Alera Investment Advisors
Illinois
$228K +$13.3K +62 +6%
SPP
3049
Single Point Partners
Massachusetts
$227K -$36.3K -169 -14%
FNBTCON
3050
First National Bank & Trust Co of Newtown
Pennsylvania
$227K

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.