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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
LC
3101
Landaas & Company
Wisconsin
$205K
WPIC
3102
White Pine Investment Company
Michigan
$205K
WA
3103
Wealthstar Advisors
Texas
$205K +$4.94K +23 +2%
BWA
3104
Bordeaux Wealth Advisors
California
$205K +$203K +944 New
ACM
3105
Avalon Capital Management
California
$205K +$204K +948 New
SIS
3106
Sound Income Strategies
Florida
$204K
FFP
3107
Forbes Financial Planning
Rhode Island
$204K +$202K +939 New
RCAMU
3108
Rothschild & Co Asset Management US
Connecticut
$203K
TCM
3109
Triumph Capital Management
Colorado
$202K -$89.5K -417 -31%
OPWM
3110
Oxinas Partners Wealth Management
Indiana
$200K -$136K -632 -41%
LRIC
3111
Long Road Investment Counsel
Michigan
$200K
PWA
3112
Phoenix Wealth Advisors
North Carolina
$200K
ODG
3113
O'Dell Group
Ohio
$193K +$215 +1 +0.1%
ICM
3114
Islay Capital Management
Texas
$187K +$15K +70 +9%
JG
3115
Jefferies Group
New York
$184K -$126K -588 -41%
EL
3116
EMFO LLC
Florida
$184K -$429K -2,000 -70%
COCM
3117
Charter Oak Capital Management
New Hampshire
$182K +$644 +3 +0.4%
FWM
3118
Focused Wealth Management
New York
$182K +$3.22K +15 +2%
LAS
3119
Lloyd Advisory Services
Georgia
$178K +$21.7K +101 +14%
FCG
3120
Financial Connections Group
California
$175K +$174K +811 New
HCM
3121
Highlander Capital Management
New Jersey
$173K -$16.1K -75 -9%
HIM
3122
Hillsdale Investment Management
Ontario, Canada
$171K -$66.8K -311 -28%
EARNEST Partners
3123
EARNEST Partners
Georgia
$170K
FFA
3124
Freedman Financial Associates
Massachusetts
$170K +$15.2K +71 +10%
POIA
3125
Pin Oak Investment Advisors
Texas
$166K +$29K +135 +21%

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.