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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
VW
676
Vantage Wealth
California
$17.9M +$4.99M +23,229 +39%
TTWM
677
TCV Trust & Wealth Management
Virginia
$17.8M +$65.5K +305 +0.4%
BOTW
678
Bank of the West
California
$17.7M -$260K -1,209 -1%
KPWS
679
Kestra Private Wealth Services
Texas
$17.7M +$2.35M +10,944 +15%
FMC
680
First Merchants Corp
Indiana
$17.6M +$333K +1,551 +2%
RSS
681
Rosenblum Silverman Sutton
California
$17.6M -$672K -3,131 -4%
OAG
682
Orbis Allan Gray
Bermuda
$17.6M +$17.4M +81,081 New
AMI
683
Amica Mutual Insurance
Rhode Island
$17.5M +$3.19M +14,846 +22%
NMIMC
684
Northwestern Mutual Investment Management Company
Wisconsin
$17.5M -$358K -1,669 -2%
RCYC
685
Richard C. Young & Co
Rhode Island
$17.5M -$559K -2,605 -3%
DT
686
Diversified Trust
Tennessee
$17.5M -$237K -1,105 -1%
N
687
Natixis
France
$17.4M -$21.4M -99,880 -55%
GHA
688
GW Henssler & Associates
Georgia
$17.4M -$123K -575 -0.7%
TA
689
TRB Advisors
New York
$17.3M
CAM
690
Cidel Asset Management
Ontario, Canada
$17.3M -$4.68M -21,814 -21%
AGDR
691
AdamCapital Gestao de Recursos
Brazil
$17.2M -$14.5M -67,361 -46%
SC
692
SouthState Corp
Florida
$17.2M -$299K -1,395 -2%
EHC
693
Everett Harris & Co
California
$17.2M -$79.4K -370 -0.5%
RAM
694
Rempart Asset Management
Canada
$17.1M +$16.4M +76,442 +3,064%
SSA
695
South Street Advisors
New York
$17.1M +$36.5K +170 +0.2%
DSAM
696
Dock Street Asset Management
Florida
$17M +$484K +2,255 +3%
Squarepoint
697
Squarepoint
New York
$17M -$55.5M -258,649 -77%
Lido Advisors
698
Lido Advisors
California
$17M -$231K -1,075 -1%
BC
699
Burney Company
Virginia
$16.9M -$131K -609 -0.8%
ERIM
700
Eagle Ridge Investment Management
Connecticut
$16.9M +$292K +1,358 +2%

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.