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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
SC
776
Skylands Capital
Wisconsin
$13.7M -$48.3K -225 -0.4%
EGA
777
Eagle Global Advisors
Texas
$13.6M -$228K -1,060 -2%
AP
778
Advisor Partners
California
$13.5M -$1.13M -5,253 -8%
CCM
779
Copeland Capital Management
Pennsylvania
$13.5M +$527K +2,456 +4%
CWM
780
Curi Wealth Management
North Carolina
$13.4M +$12.5M +58,402 +1,785%
SMI
781
Shelter Mutual Insurance
Missouri
$13.4M
PAS
782
Park Avenue Securities
New York
$13.3M +$674K +3,141 +5%
B
783
Brightworth
Georgia
$13.3M +$97.7K +455 +0.7%
AHC
784
Anderson Hoagland & Co
Missouri
$13.2M +$270K +1,256 +2%
AAS
785
Annex Advisory Services
Wisconsin
$13.2M +$3.05M +14,215 +30%
MRCM
786
M&R Capital Management
New Jersey
$13.1M -$95.1K -443 -0.7%
AAF
787
Andra AP-fonden
Sweden
$13.1M +$3.71M +17,300 +40%
TFA
788
Teamwork Financial Advisors
Texas
$13.1M -$4.27M -19,900 -25%
AJ
789
Ashburton (Jersey)
Jersey
$13.1M -$721K -3,358 -5%
DA
790
Dash Acquisitions
California
$13M +$1.96M +9,139 +18%
LDB
791
Lee, Danner & Bass
Tennessee
$13M +$1.01M +4,698 +9%
NI
792
Nepsis Inc
Minnesota
$13M +$965K +4,497 +8%
JSA
793
Jacobson & Schmitt Advisors
Wisconsin
$12.9M -$384K -1,790 -3%
SSWM
794
Sheets Smith Wealth Management
North Carolina
$12.8M -$1.24M -5,754 -9%
AF
795
Ally Financial
Michigan
$12.8M +$10.3M +48,000 +436%
TCCM
796
Timber Creek Capital Management
Massachusetts
$12.8M -$2.15M -10,035 -15%
FAT
797
First American Trust
California
$12.8M +$197K +918 +2%
LIM
798
Leavell Investment Management
Alabama
$12.7M -$206K -960 -2%
PAM
799
Peak Asset Management
Colorado
$12.7M +$154K +717 +1%
RL
800
Ruffer LLP
United Kingdom
$12.7M +$12.2M +57,000 New

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.