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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
PWP
1001
Principle Wealth Partners
Connecticut
$8.06M -$819K -3,817 -9%
Walleye Trading
1002
Walleye Trading
New York
$8.06M +$6.85M +31,897 +603%
RAM
1003
Riggs Asset Management
Pennsylvania
$8.03M +$253K +1,178 +3%
BG
1004
BRX Global
New York
$8.03M
TF
1005
Threadgill Financial
Texas
$8.02M +$7.3M +33,992 +1,211%
IP
1006
Interval Partners
New York
$7.98M +$7.18M +33,433 +983%
TFA
1007
Toth Financial Advisory
Virginia
$7.96M -$169K -787 -2%
SFS
1008
Sowell Financial Services
Arkansas
$7.93M -$42.1K -196 -0.5%
CCP
1009
Corient Capital Partners
California
$7.91M -$1.26M -5,857 -14%
CG
1010
Cynosure Group
Utah
$7.86M -$592K -2,758 -7%
HWA
1011
HCR Wealth Advisors
California
$7.85M -$116K -541 -1%
BFG
1012
Berger Financial Group
Minnesota
$7.84M +$7.48M +34,854 +2,591%
SIMG
1013
Sonora Investment Management Group
Arizona
$7.83M +$7.76M +36,155 New
WA
1014
Wealth Advisors
California
$7.81M -$63.3K -295 -0.8%
FEG
1015
Financial Enhancement Group
Indiana
$7.8M -$952K -4,434 -11%
MIA
1016
MainStreet Investment Advisors
Illinois
$7.75M -$139K -646 -2%
VAS
1017
Valicenti Advisory Services
New York
$7.73M +$1.01M +4,690 +15%
XI
1018
XXEC Inc
Oklahoma
$7.71M +$425K +1,978 +5%
PA
1019
Perennial Advisors
New York
$7.7M +$259K +1,205 +4%
SG
1020
Swarthmore Group
Pennsylvania
$7.68M -$2.41M -11,227 -24%
CCM
1021
Coldstream Capital Management
Washington
$7.67M +$1.96M +9,153 +35%
CIM
1022
Corbyn Investment Management
Maryland
$7.65M +$3.69M +17,191 +95%
EWM
1023
Evercore Wealth Management
New York
$7.63M -$102K -473 -1%
CCM
1024
Cohen Capital Management
California
$7.63M +$1.61M +7,489 +27%
SCM
1025
Sandler Capital Management
New York
$7.58M -$14.7M -68,257 -66%

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.