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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
CF
3201
Concorde Financial
Texas
$47K +$45.5K +212 New
HGWM
3202
Harvest Group Wealth Management
Massachusetts
$46K
AW
3203
Avion Wealth
Texas
$45K
M1FG
3204
Mach-1 Financial Group
Arkansas
$45K +$45.3K +211 New
IRC
3205
Investors Research Corp
Georgia
$44K
SFS
3206
Security Financial Services
Indiana
$44K +$43.1K +201 New
SGAM
3207
Smith Group Asset Management
Texas
$43K -$5.52M -25,735 -99%
EIM
3208
Essex Investment Management
Massachusetts
$43K
ST
3209
Sageworth Trust
Pennsylvania
$43K
TCM
3210
TD Capital Management
Tennessee
$43K +$215 +1 +0.5%
AIM
3211
AHL Investment Management
Florida
$43K +$42.5K +198 New
RK
3212
Rather & Kittrell
Tennessee
$43K +$43.1K +201 New
RFWA
3213
RPg Family Wealth Advisory
Massachusetts
$42.5K -$18.7K -87 -31%
IWP
3214
IAG Wealth Partners
Wisconsin
$42K
CMA
3215
Cedar Mountain Advisors
Oregon
$41K
CFG
3216
CKW Financial Group
Hawaii
$40K
RDFA
3217
Ritter Daniher Financial Advisory
Ohio
$39K -$95.5K -445 -71%
PCMC
3218
Paragon Capital Management (Colorado)
Colorado
$39K +$39.1K +182 New
EAM
3219
Eukles Asset Management
Ohio
$38K
SSC
3220
Syverson Strege & Co
Iowa
$38K
PCH
3221
Polar Capital Holdings
United Kingdom
$37.3K
DCM
3222
Disciplina Capital Management
Tennessee
$36.6K -$1.29K -6 -3%
SCA
3223
Stuart Chaussee & Associates
California
$36K +$12K +56 +50%
DI
3224
Disciplined Investments
Oklahoma
$36K +$30.1K +140 +500%
RA
3225
Rise Advisors
New York
$34.8K +$34.6K +161 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.