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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
SCM
1051
Sitrin Capital Management
California
$7.3M +$31.1K +145 +0.4%
TCOO
1052
Trust Company of Oklahoma
Oklahoma
$7.29M -$112K -523 -2%
FF
1053
Fluent Financial
Texas
$7.29M +$715K +3,330 +11%
FPTW
1054
Franklin, Parlapiano, Turner & Welch
Texas
$7.28M +$212K +989 +3%
BCM
1055
Brookstone Capital Management
Illinois
$7.26M +$145K +676 +2%
HR
1056
Howe & Rusling
New York
$7.23M -$3.49M -16,272 -33%
CCM
1057
Chickasaw Capital Management
Tennessee
$7.22M -$331K -1,540 -4%
MHC
1058
Meyer Handelman Company
New York
$7.15M +$637K +2,966 +10%
DAM
1059
Diamant Asset Management
Connecticut
$7.15M -$104K -485 -1%
VAG
1060
VisionPoint Advisory Group
Texas
$7.11M +$708K +3,297 +12%
WFG
1061
Wills Financial Group
Virginia
$7.11M +$52.4K +244 +0.7%
JAM
1062
JCIC Asset Management
Ontario, Canada
$7.08M -$32.4K -151 -0.5%
RPC
1063
Rossmore Private Capital
Connecticut
$7.06M +$73.4K +342 +1%
CWM
1064
Chronos Wealth Management
Florida
$7.03M +$146K +678 +2%
AFWM
1065
AMJ Financial Wealth Management
Virginia
$7.02M +$1.01M +4,686 +17%
CAL
1066
Capital Analysts LLC
Pennsylvania
$7.01M +$555K +2,585 +9%
CWG
1067
Cornerstone Wealth Group
North Carolina
$7M +$326K +1,517 +5%
MIAN
1068
Mariner Independent Advisor Network
Kansas
$7M -$730K -3,401 -10%
IFG
1069
Independent Financial Group
California
$6.97M +$536K +2,498 +8%
MLL
1070
Moody Lynn & Lieberson
Massachusetts
$6.97M -$311K -1,450 -4%
Acadian Asset Management
1071
Acadian Asset Management
Massachusetts
$6.96M -$1.4M -6,513 -17%
RP
1072
Rice Partnership
Hawaii
$6.94M -$71.3K -332 -1%
1C
1073
1623 Capital
Virginia
$6.93M +$1.5M +7,000 +28%
ST
1074
Spinnaker Trust
Maine
$6.93M -$1.8M -8,389 -21%
MGWM
1075
Marks Group Wealth Management
Minnesota
$6.88M +$477K +2,221 +8%

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.