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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
VMPIC
576
Varma Mutual Pension Insurance Co
Finland
$25.4M -$2.15M -10,000 -8%
PAM
577
Panagora Asset Management
Massachusetts
$25.4M -$32.7M -152,374 -57%
MSR
578
Main Street Research
Connecticut
$25.2M +$1.91M +8,905 +8%
NA
579
NewEdge Advisors
Louisiana
$25.2M +$9.19M +42,793 +58%
LOAMS
580
Lombard Odier Asset Management (Switzerland)
Switzerland
$25.1M +$6.87K +32 +0%
ZAM
581
Zevin Asset Management
Massachusetts
$24.9M -$40.6K -189 -0.2%
EIP
582
Epoch Investment Partners
New York
$24.9M +$2M +9,335 +9%
CAI
583
Capital Advisors Inc
Oklahoma
$24.7M +$406K +1,890 +2%
NRS
584
Neville Rodie & Shaw
New York
$24.5M -$950K -4,424 -4%
NWM
585
Nicola Wealth Management
British Columbia, Canada
$24.4M +$4.11M +19,130 +20%
BCM
586
BTR Capital Management
California
$24.4M +$3.24M +15,109 +16%
IAA
587
Independent Advisor Alliance
North Carolina
$24.4M +$3.05M +14,193 +14%
MC
588
Middleton & Co
Massachusetts
$24M +$64.4K +300 +0.3%
EB
589
Eastern Bank
Massachusetts
$23.7M +$497K +2,314 +2%
BG
590
Bahl & Gaynor
Ohio
$23.6M -$1.6M -7,431 -6%
SSWM
591
Smith Salley Wealth Management
North Carolina
$23.6M +$208K +970 +0.9%
BCM
592
BlueMar Capital Management
Florida
$23.5M +$2.91M +13,534 +14%
SCA
593
Stillwater Capital Advisors
Pennsylvania
$23.5M -$440K -2,050 -2%
GAM
594
Guinness Asset Management
United Kingdom
$23.4M +$1.13M +5,287 +5%
HCMG
595
Howard Capital Management Group
California
$23.2M +$655K +3,052 +3%
CWM
596
Congress Wealth Management
Massachusetts
$23M +$22.8M +106,354 New
CFG
597
Citizens Financial Group
Rhode Island
$23M -$893K -4,160 -4%
LSERS
598
Louisiana State Employees Retirement System
Louisiana
$22.8M
Wealthfront Advisers
599
Wealthfront Advisers
California
$22.7M -$510K -2,377 -2%
GIM
600
Grassi Investment Management
California
$22.5M -$665K -3,099 -3%

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.