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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
MCM
1026
McKinley Capital Management
Alaska
$7.58M -$4.07M -18,962 -35%
NG
1027
NWK Group
California
$7.53M +$2.76M +12,847 +59%
JCM
1028
Jacobi Capital Management
Pennsylvania
$7.5M +$396K +1,844 +6%
FCBT
1029
First Citizens Bank & Trust
North Carolina
$7.49M +$1.21M +5,618 +19%
CG
1030
Caprock Group
Idaho
$7.46M -$243K -1,130 -3%
PCA
1031
Pallas Capital Advisors
Massachusetts
$7.45M +$174K +811 +2%
MWM
1032
Marietta Wealth Management
Georgia
$7.45M +$503K +2,344 +7%
SG Americas Securities
1033
SG Americas Securities
New York
$7.45M +$6.75M +31,442 +1,079%
CS
1034
Comerica Securities
Michigan
$7.44M +$213K +991 +3%
SCA
1035
Snowden Capital Advisors
New York
$7.43M -$3.78M -17,606 -34%
ACP
1036
Aviance Capital Partners
Florida
$7.43M -$7.3K -34 -0.1%
TYCC
1037
Texas Yale Capital Corp
Florida
$7.43M +$7.94K +37 +0.1%
PAM
1038
Palisade Asset Management
Minnesota
$7.41M +$303K +1,412 +4%
GVAG
1039
Great Valley Advisor Group
Delaware
$7.39M -$24.5K -114 -0.3%
TC
1040
Tenere Capital
New York
$7.39M +$7.32M +34,083 New
HWM
1041
HB Wealth Management
Georgia
$7.37M +$7.3M +34,019 New
PCM
1042
Princeton Capital Management
New Jersey
$7.37M -$58.8K -274 -0.8%
RSWM
1043
Robertson Stephens Wealth Management
California
$7.36M +$6.03M +28,108 +480%
MME
1044
Meag Munich Ergo
Germany
$7.36M -$689K -3,211 -9%
VWA
1045
V Wealth Advisors
Kansas
$7.35M -$172K -799 -2%
FGP
1046
Foyston, Gordon, & Payne
Ontario, Canada
$7.35M +$7.29M +33,937 New
CT
1047
Caldwell Trust
Florida
$7.34M +$101K +470 +1%
ZDA
1048
Zweig-DiMenna Associates
New York
$7.32M -$8.59M -40,020 -54%
RC
1049
RDST Capital
Washington
$7.31M +$7.25M +33,750 New
AWMT
1050
AAFMAA Wealth Management & Trust
North Carolina
$7.31M +$254K +1,185 +4%

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.