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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
MWM
3051
Mascoma Wealth Management
New Hampshire
$227K +$53.5K +249 +31%
CWA
3052
CJM Wealth Advisers
Virginia
$227K +$225K +1,047 New
VR
3053
Viridian RIA
Washington
$226K +$223K +1,041 New
SRG
3054
SBB Research Group
Illinois
$226K +$224K +1,043 New
CF
3055
Corrigan Financial
Rhode Island
$225K
FWP
3056
Falcon Wealth Planning
California
$225K +$223K +1,039 New
VDI
3057
Vaughan David Investments
Illinois
$224K +$2.79K +13 +1%
UI
3058
Unconventional Investor
New Hampshire
$224K +$222K +1,035 New
CM
3059
Churchill Management
California
$223K -$9.75M -45,433 -98%
CWAF
3060
Core Wealth Advisors (Florida)
Florida
$223K -$644 -3 -0.3%
KAM
3061
Knightsbridge Asset Management
California
$223K +$4.29K +20 +2%
ONST
3062
Old North State Trust
North Carolina
$223K +$79.4K +370 +56%
AIS
3063
American Investment Services
Massachusetts
$222K -$187K -869 -46%
AA
3064
Apriem Advisors
California
$222K -$45.7K -213 -17%
MHIC
3065
Marble Harbor Investment Counsel
Massachusetts
$222K
NAS
3066
Nicolet Advisory Services
Wisconsin
$222K
CMI
3067
Clare Market Investments
Texas
$222K -$117K -545 -35%
W
3068
WealthOne
New York
$221K +$1.07K +5 +0.5%
GHAM
3069
Gilman Hill Asset Management
Connecticut
$221K +$6.87K +32 +3%
TFO
3070
Tarbox Family Office
California
$220K -$644 -3 -0.3%
BMA
3071
Brooks Moore & Associates
Tennessee
$220K
CRIG
3072
Charter Research & Investment Group
Connecticut
$220K
MC
3073
Matisse Capital
Oregon
$220K
4WM
3074
4J Wealth Management
Virginia
$219K -$15.7K -73 -7%
NS
3075
Newman & Schimel
Illinois
$219K

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.