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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
PA
3176
PSI Advisors
Florida
$81K +$16.5K +77 +26%
PG
3177
Proffitt & Goodson
Tennessee
$80K
EA
3178
Evolution Advisers
Virginia
$79K +$78.4K +365 New
VRS
3179
Virginia Retirement Systems
Virginia
$74.6K
JWBC
3180
John W. Brooker & Co
California
$74K
TAM
3181
Tucker Asset Management
Colorado
$73.4K
CCC
3182
Crescent Capital Consulting
Louisiana
$72K
T2I
3183
Turim 21 Investimentos
Brazil
$71K
SWM
3184
Selective Wealth Management
Virginia
$65K
EC
3185
Estate Counselors
Wisconsin
$64K
IFA
3186
Interactive Financial Advisors
Illinois
$62K
NC
3187
NewSquare Capital
Pennsylvania
$62K
RDIA
3188
RE Dickinson Investment Advisors
Iowa
$62K +$61.2K +285 New
FMP
3189
Financial Management Professionals
Texas
$61K -$15.2K -71 -20%
SCA
3190
Sandy Cove Advisors
Massachusetts
$61K +$60.8K +283 New
MGI
3191
MayTech Global Investments
New York
$60K
EWM
3192
Edge Wealth Management
New York
$57K -$9.45K -44 -14%
TFM
3193
TFC Financial Management
Massachusetts
$55K
MCA
3194
Maryland Capital Advisors
Maryland
$55K +$54.3K +253 New
LPP
3195
Life Planning Partners
Florida
$53K +$52.4K +244 New
AA
3196
AlphaMark Advisors
Kentucky
$52K +$23.6K +110 +86%
RBC
3197
Roble Belko & Company
Pennsylvania
$49K
MIM
3198
Macroview Investment Management
Maryland
$49K +$48.3K +225 New
HH
3199
HWG Holdings
Texas
$49K +$48.9K +228 New
SJIA
3200
St. James Investment Advisors
New York
$49K +$48.9K +228 New

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.