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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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
851
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11.1M +$7.8M +36,335 +242%
LNWWM
852
Laird Norton Wetherby Wealth Management
California
$11.1M -$39.1K -182 -0.4%
TCM
853
Telos Capital Management
California
$11.1M +$772K +3,597 +8%
MC
854
Mayar Capital
United Kingdom
$11M +$5.51M +25,683 +102%
PJSIMP
855
P.J. Schmidt Investment Management (PJS)
Wisconsin
$11M -$106K -496 -1%
PAM
856
Premier Asset Management
Illinois
$11M -$3.71M -17,295 -25%
EWA
857
Exencial Wealth Advisors
Oklahoma
$10.9M +$1.77M +8,235 +20%
BSI
858
Bennett Selby Investments
Maine
$10.8M +$2.34M +10,921 +28%
RA
859
Rovida Advisors
Florida
$10.8M +$1.07M +5,000 +11%
CI
860
Conning Inc
Connecticut
$10.8M +$200K +933 +2%
BMC
861
Benin Management Corp
Connecticut
$10.8M -$115K -535 -1%
HWM
862
Heirloom Wealth Management
Colorado
$10.8M +$11.4M +53,258 New
GC
863
Grimes & Company
Massachusetts
$10.7M +$229K +1,067 +2%
CC
864
Courier Capital
New York
$10.7M -$161K -748 -1%
DWT
865
Dorsey & Whitney Trust
South Dakota
$10.7M +$314K +1,465 +3%
OSIA
866
O'Shares Investment Advisers
Massachusetts
$10.7M +$769K +3,584 +8%
YL
867
YCG LLC
Texas
$10.6M +$1.54M +7,152 +17%
AIM
868
Arcadia Investment Management
Michigan
$10.6M +$204K +949 +2%
SFI
869
Siemens Fonds Invest
Germany
$10.6M +$964K +4,489 +10%
WAM
870
Weatherly Asset Management
California
$10.6M +$118K +551 +1%
FQ
871
First Quadrant
California
$10.6M -$19.1K -89 -0.2%
CK
872
Cohen Klingenstein
New York
$10.6M
MIC
873
Maxi Investments CY
Cyprus
$10.5M +$10.4M +48,570 New
RWA
874
River Wealth Advisors
Pennsylvania
$10.4M +$225K +1,047 +2%
YC
875
Yarbrough Capital
Tennessee
$10.4M +$10.3M +48,046 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.