We are live on ! Find out more

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
ECM
3401
Ensemble Capital Management
California
-$271K -1,217 Closed
YMRC
3402
Yorktown Management & Research Company
Virginia
-$260K -1,165 Closed
MVA
3403
Mount Vernon Associates
Maryland
-$256K -1,150 Closed
SIGI
3404
Susquehanna International Group (Ireland)
Ireland
-$252K -1,133 Closed
RFMS
3405
RWQ Financial Management Services
Florida
-$245K -1,100 Closed
PFA
3406
Plotkin Financial Advisors
Maryland
-$232K -1,042 Closed
LCC
3407
Lincoln Capital Corp
Rhode Island
-$232K -1,040 Closed
JCIA
3408
Jackson Creek Investment Advisors
Colorado
-$230K -1,033 Closed
SFA
3409
Source Financial Advisors
New York
-$221K -993 Closed
CMANY
3410
Capital Management Associates (New York)
New York
-$219K -981 Closed
MF
3411
Montis Financial
Massachusetts
-$219K -973 Closed
CA
3412
CGN Advisors
Kansas
-$215K -964 Closed
VCWA
3413
Vanguard Capital Wealth Advisors
Colorado
-$211 -950 Closed
EE
3414
EWG Elevate
California
-$211K -947 Closed
CS
3415
Capital Square
Tennessee
-$213K -928 Closed
GWAG
3416
Garrett Wealth Advisory Group
Texas
-$206K -926 Closed
BCM
3417
Birmingham Capital Management
Alabama
-$206K -925 Closed
AMC
3418
Asset Management Corp
Illinois
-$205K -920 Closed
DACG
3419
Donor Advised Charitable Giving
California
-$203K -910 Closed
RWA
3420
Redhawk Wealth Advisors
Minnesota
-$202K -907 Closed
SC
3421
Schulhoff & Co
Ohio
-$200K -900 Closed
SFBLI
3422
Southern Farm Bureau Life Insurance
Mississippi
-$200K -900 Closed
BMD
3423
Better Money Decisions
New Mexico
-$165K -741 Closed
LAM
3424
Lountzis Asset Management
Pennsylvania
-$153K -689 Closed
GPA
3425
Guidance Point Advisors
Massachusetts
-$139K -626 Closed

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.