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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
MFA
3226
McClarren Financial Advisors
Pennsylvania
$33K +$644 +3 +2%
BBPWM
3227
Blue Bell Private Wealth Management
Pennsylvania
$32K +$31.3K +146 New
BBHC
3228
Brown Brothers Harriman & Co
New York
$29K -$185M -860,943 -87%
MG
3229
MilWealth Group
Wisconsin
$28.4K
CWM
3230
Cranbrook Wealth Management
Michigan
$28K +$215 +1 +0.8%
OF
3231
Outfitter Financial
Maine
$27K +$26.8K +125 New
MP
3232
McDonald Partners
Ohio
$26.9K -$201K -934 -88%
ACM
3233
Absolute Capital Management
Pennsylvania
$26.9K +$26.6K +124 New
GM
3234
GeoWealth Management
Illinois
$25K +$1.72K +8 +7%
CIR
3235
Clear Investment Research
Georgia
$24K
SC
3236
Steph & Co
Wisconsin
$24K
IA
3237
IFS Advisors
Kansas
$23K +$23.6K +110 New
SFG
3238
Steward Financial Group
Texas
$23K +$23.6K +110 New
BAM
3239
Baldrige Asset Management
Pennsylvania
$22K -$7.51K -35 -26%
RG
3240
Retirement Group
California
$20K -$1.29K -6 -6%
OA
3241
Operose Advisors
Wisconsin
$20K +$19.8K +92 New
AWA
3242
Aquire Wealth Advisors
Utah
$18K +$18K +84 New
SIAP
3243
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$17K +$644 +3 +1%
CFRPA
3244
Castle Financial & Retirement Planning Associates
New Jersey
$17K +$16.1K +75 New
HL
3245
Harding Loevner
New Jersey
$16K
NF
3246
Norwood Financial
Pennsylvania
$16K +$16.1K +75 New
SAM
3247
Strategic Asset Management
Minnesota
$16K +$16.3K +76 New
SC
3248
Schubert & Co
Texas
$15K +$15K +70 New
KIG
3249
Kessler Investment Group
Indiana
$15K +$15.2K +71 New
WIA
3250
Wealthstreet Investment Advisors
Texas
$11K

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.