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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
ORI
751
Oak Ridge Investments
Illinois
$14.6M -$195K -907 -1%
TSS
752
Thomas Story & Son
Indiana
$14.6M -$895K -4,171 -6%
WGCA
753
Wolf Group Capital Advisors
Virginia
$14.5M +$9.69M +45,144 +207%
SHGA
754
Sand Hill Global Advisors
California
$14.5M +$78.6K +366 +0.6%
GG
755
Greenwood Gearhart
Arkansas
$14.5M +$544K +2,534 +4%
TU
756
TDAM USA
Ontario, Canada
$14.4M -$584K -2,722 -4%
PA
757
Parallel Advisors
California
$14.4M -$146K -679 -1%
HC
758
Hendley & Co
Ohio
$14.4M -$37.6K -175 -0.3%
CWM
759
Cabot Wealth Management
Massachusetts
$14.4M +$1.61M +7,523 +13%
BAM
760
Bell Asset Management
Australia
$14.3M +$3.88M +18,061 +38%
LS
761
Livforsakringsbolaget Skandia
Sweden
$14.2M -$1.61M -7,500 -10%
JCM
762
Janney Capital Management
Pennsylvania
$14.2M +$2.08M +9,709 +17%
FMLI
763
Fukoku Mutual Life Insurance
Japan
$14.2M -$35K -163 -0.2%
WS
764
Wedbush Securities
California
$14.2M +$498K +2,320 +4%
LCM
765
Logan Capital Management
Pennsylvania
$14.2M +$1.25M +5,808 +10%
GI
766
GAMCO Investors
Connecticut
$14.1M +$3.77M +17,563 +37%
SPC
767
Sigma Planning Corp
Michigan
$14M -$74.3K -346 -0.5%
Credit Agricole
768
Credit Agricole
France
$14M -$287M -1,337,550 -95%
PWM
769
Perigon Wealth Management
California
$14M +$145K +674 +1%
NIG
770
NFJ Investment Group
Texas
$14M -$154K -717 -1%
MIA
771
MMBG Investment Advisors
Florida
$13.9M +$13.8M +64,212 New
MA
772
Montag & Associates
Georgia
$13.9M -$463K -2,155 -3%
Capstone Investment Advisors
773
Capstone Investment Advisors
New York
$13.9M +$4.71M +21,955 +52%
JPMIA
774
J.P. Marvel Investment Advisors
Massachusetts
$13.9M -$24.7K -115 -0.2%
V
775
Veritable
Delaware
$13.8M -$201K -936 -1%

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.