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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
BB
1076
Berkshire Bank
Massachusetts
$6.87M -$193K -901 -3%
FCT
1077
Family Capital Trust
Massachusetts
$6.86M +$77.7K +362 +1%
CWP
1078
CFM Wealth Partners
Texas
$6.84M +$2.79K +13 +0%
BWL
1079
Bogart Wealth LLC
Virginia
$6.84M +$372K +1,732 +6%
EI
1080
Ethic Inc
New York
$6.83M +$418K +1,947 +7%
UF
1081
Univest Financial
Pennsylvania
$6.83M +$118K +551 +2%
MWM
1082
Minot Wealth Management
Massachusetts
$6.8M +$201K +938 +3%
YWP
1083
YorkBridge Wealth Partners
New York
$6.8M +$280K +1,305 +4%
NCM
1084
Noesis Capital Mangement
Florida
$6.79M -$488K -2,271 -7%
FC
1085
Ferris Capital
Massachusetts
$6.79M -$156K -728 -2%
APA
1086
American Portfolios Advisors
New York
$6.74M -$867K -4,037 -11%
WTFG
1087
Wells Trecaso Financial Group
Ohio
$6.74M -$144K -673 -2%
JAMH
1088
Junson Asset Management (HK)
Hong Kong
$6.74M +$6.68M +31,099 New
CCA
1089
Covey Capital Advisors
Georgia
$6.71M +$164K +763 +3%
IIM
1090
Ipswich Investment Management
Massachusetts
$6.69M -$1.49M -6,947 -18%
GAAM
1091
Guinness Atkinson Asset Management
California
$6.67M -$184K -857 -3%
GCGDR
1092
Geo Capital Gestora de Recursos
Brazil
$6.67M +$5.64M +26,266 +584%
BS
1093
Bessemer Securities
New York
$6.65M +$121K +565 +2%
MCM
1094
Mitchell Capital Management
Kansas
$6.65M +$2.16M +10,071 +49%
BI
1095
Berkeley Inc
Idaho
$6.63M +$778K +3,625 +13%
SCA
1096
Stokes Capital Advisors
South Carolina
$6.62M +$135K +628 +2%
PFO
1097
Pathstone Family Office
New Jersey
$6.62M +$53K +247 +0.8%
CCM
1098
Crossvault Capital Management
Texas
$6.61M -$18.7K -87 -0.3%
PA
1099
Profund Advisors
Maryland
$6.61M +$152K +706 +2%
OCM
1100
Olstein Capital Management
New York
$6.61M +$3.33M +15,500 +103%

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.