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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
CP
3251
Castleview Partners
Texas
$10.4K +$483M +2,249,642 New
CMBA
3252
C.M. Bidwell & Associates
Hawaii
$9K
RIM
3253
Ranger Investment Management
Texas
$8K
CM
3254
Cornerstone Management
Georgia
$7.37K +$7.3K +34 New
HI
3255
Hoey Investments
Pennsylvania
$7K +$7.3K +34 New
UFF
3256
USA Financial Formulas
Michigan
$6K -$804K -3,747 -99%
HWM
3257
Holloway Wealth Management
Florida
$6K
SA
3258
SRH Advisors
Kansas
$6K
TJHA
3259
Thomas J. Herzfeld Advisors
Florida
$6K
YAL
3260
Your Advocates Ltd
Texas
$6K
JRFS
3261
James Reed Financial Services
Ohio
$6K +$6.22K +29 New
CWA
3262
Carolina Wealth Advisors
South Carolina
$5K
LIM
3263
Longfellow Investment Management
Massachusetts
$5K +$644 +3 +16%
KFAA
3264
Klaas Financial Asset Advisors
Illinois
$5K +$5.37K +25 New
SPA
3265
Shore Point Advisors
New Jersey
$5K +$5.37K +25 New
BIM
3266
Baldwin Investment Management
Pennsylvania
$4.92K +$380K +1,770 +8%
BA
3267
Bivin & Associates
Oklahoma
$4K +$4.29K +20 New
JIR
3268
James Investment Research
Ohio
$3K
FHC
3269
First Heartland Consultants
Missouri
$2.45K +$771K +3,590 +46%
WA
3270
WestEnd Advisors
North Carolina
$2.38K +$2.36K +11 New
SMG
3271
Spectrum Management Group
Indiana
$2K -$2.04M -9,507 -100%
SFO
3272
Standard Family Office
South Dakota
$2K -$30.1K -140 -93%
TI
3273
Truehand Inc
New Hampshire
$2K
GWMI
3274
Guardian Wealth Management (Illinois)
Illinois
$2K +$1.72K +8 New
MFT
3275
Moisand Fitzgerald Tamayo
Florida
$1K

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.