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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
IFAM
3076
Institutional & Family Asset Management
Colorado
$218K -$60.5K -282 -22%
AI
3077
ArchPoint Investors
Florida
$217K -$568K -2,647 -73%
BWM
3078
BigSur Wealth Management
Florida
$217K
DCM
3079
Delta Capital Management
New Jersey
$217K
NIM
3080
Nexus Investment Management
Ontario, Canada
$217K
TCB
3081
Texas Capital Bancshares
Texas
$217K
RF
3082
Resolute Financial
Massachusetts
$217K +$214K +999 New
LBC
3083
Lawrence B. Cohen
$216K +$214K +996 New
BDF
3084
Black Diamond Financial
Maryland
$216K +$214K +999 New
BSAM
3085
Blue Square Asset Management
New York
$215K
MLFP
3086
MPS Loria Financial Planners
Illinois
$215K
CA
3087
CapWealth Advisors
Tennessee
$214K -$16.1K -75 -7%
BA
3088
Bridge Advisory
California
$214K +$212K +988 New
DCM
3089
DGS Capital Management
New Jersey
$213K +$211K +983 New
PP
3090
PrairieView Partners
Minnesota
$212K
FIB
3091
First Interstate Bank
Montana
$211K
BCM
3092
BTC Capital Management
Iowa
$210K -$5.32M -24,787 -96%
FAN
3093
Financial Advisors Network
California
$210K +$4.72K +22 +2%
PI
3094
Parkside Investments
Illinois
$209K +$215 +1 +0.1%
RCM
3095
Raleigh Capital Management
North Carolina
$209K +$207K +963 New
GWI
3096
Grace & White Inc
New York
$208K
OGF
3097
Orin Green Financial
California
$207K -$43.6K -203 -18%
TC
3098
Tatro Capital
Kentucky
$207K -$8.16K -38 -4%
PA
3099
Prism Advisors
California
$207K
EA
3100
Eclectic Associates
California
$207K +$1.07K +5 +0.5%

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.