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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
AWM
3126
Accel Wealth Management
Iowa
$165K +$68K +317 +71%
DAL
3127
Delta Accumulation LLC
California
$164K +$163K +757 New
MIHAS
3128
Maj Invest Holding A/S
Denmark
$163K
RWML
3129
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$162K
BIA
3130
Bell Investment Advisors
California
$162K +$7.51K +35 +5%
VRM
3131
Vectors Research Management
New York
$161K +$24.5K +114 +18%
TLFA
3132
True Link Financial Advisors
California
$160K -$14.2K -66 -8%
LWP
3133
Laurel Wealth Planning
Minnesota
$159K
LWA
3134
Lowe Wealth Advisors
Maryland
$151K
HS
3135
Horan Securities
United States
$147K +$146K +680 New
CIA
3136
Cascade Investment Advisors
Oregon
$144K
AWM
3137
AllSquare Wealth Management
New York
$144K -$61.8K -288 -30%
TF
3138
TimeScale Financial
Massachusetts
$144K -$2.58K -12 -2%
NR
3139
Newfound Research
Massachusetts
$144K +$35.6K +166 +33%
NIC
3140
Northwest Investment Counselors
Oregon
$144K +$143K +665 New
GWMIA
3141
Global Wealth Management Investment Advisory
Florida
$141K -$36.3K -169 -21%
ETI
3142
Enterprise Trust & Investment
California
$133K
BC
3143
Burleson & Co
California
$133K +$215 +1 +0.2%
MUMSS
3144
Mitsubishi UFJ Morgan Stanley Securities
Japan
$132K +$6.44K +30 +5%
CPFP
3145
Clear Perspectives Financial Planning
Ohio
$132K +$64.4K +300 +97%
LSV Asset Management
3146
LSV Asset Management
Illinois
$130K
AP
3147
Atwood & Palmer
Missouri
$128K
WPWM
3148
Western Pacific Wealth Management
Illinois
$128K +$127K +591 New
BA
3149
Bellwether Advisors
Nebraska
$127K
TFGT
3150
TS Financial Group (TSFG)
Illinois
$125K +$1.29K +6 +1%

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.