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Visa
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Overview Fund Activity

3,264 hedge funds and large institutions have $335B invested in Visa in 2021 Q4 according to their latest regulatory filings, with 430 funds opening new positions, 1,438 increasing their positions, 1,117 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,264
Holders Change
+224
Holders Change %
+7.37%
% of All Funds
50.41%
Holding in Top 10
323
Holding in Top 10 Change
-86
Holding in Top 10 Change %
-21.03%
% of All Funds
4.99%
New
430
Increased
1,438
Reduced
1,117
Closed
159
Calls
$6.69B
Puts
$6.19B
Net Calls
+$507M
Net Calls Change
-$437M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$1.05B
2
GQG Partners
GQG Partners
Florida
+$773M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$715M
4
GIM
Generation Investment Management
United Kingdom
+$695M
5
TCI Fund Management
TCI Fund Management
United Kingdom
+$684M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$4.3B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.05B
3
Jennison Associates
Jennison Associates
New York
-$804M
4
Wells Fargo
Wells Fargo
California
-$712M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$615M
Name Holding Trade Value Shares
Change 		Shares
Change %
DACG
3401
Donor Advised Charitable Giving
California
– -$203K -910 Closed
RWA
3402
Redhawk Wealth Advisors
Minnesota
– -$202K -907 Closed
SFBLI
3403
Southern Farm Bureau Life Insurance
Mississippi
– -$200K -900 Closed
SC
3404
Schulhoff & Co
Ohio
– -$200K -900 Closed
BMD
3405
Better Money Decisions
New Mexico
– -$165K -741 Closed
LAM
3406
Lountzis Asset Management
Pennsylvania
– -$153K -689 Closed
GPA
3407
Guidance Point Advisors
Massachusetts
– -$139K -626 Closed
RA
3408
Resolute Advisors
California
– -$104K -468 Closed
JPLA
3409
Joseph P. Lucia & Associates
New York
– -$95K -428 Closed
CCM
3410
Carderock Capital Management
Maryland
– -$84K -375 Closed
IF
3411
Ironwood Financial
Arizona
– -$83K -371 Closed
AL
3412
ADE LLC
Maryland
– -$64K -288 Closed
RCA
3413
Ranch Capital Advisors
Florida
– -$64K -287 Closed
APWA
3414
Atlas Private Wealth Advisors
New Jersey
– -$61K -272 Closed
AWM
3415
Avondale Wealth Management
Texas
– -$32K -144 Closed
FCM
3416
Firestone Capital Management
Florida
– -$28K -121 Closed
UOTTAIMCU
3417
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$26K -117 Closed
RTL
3418
Red Tortoise LLC
Georgia
– -$19K -108 Closed
SFP
3419
Sterling Financial Planning
New Jersey
– -$21K -94 Closed
Parallax Volatility Advisers
3420
Parallax Volatility Advisers
California
– -$7K -33 Closed
SL
3421
Savior LLC
Massachusetts
– -$6K -25 Closed
CCMIC
3422
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
– -$2K -9 Closed
HF
3423
Halpern Financial
Virginia
– -$1.56K -7 Closed
JMF
3424
Johnson Midwest Financial
Iowa
– -$1K -6 Closed
PI
3425
PEAK6 Investments
Illinois
– -$1K -4 Closed
133 134 135 136
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