We are live on ! Find out more

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
NCM
1101
Nelson Capital Management
California
$6.6M +$11.6K +54 +0.2%
AGA
1102
Accuvest Global Advisors
Utah
$6.59M +$1.9M +8,863 +41%
GT
1103
Glenview Trust
Kentucky
$6.59M +$369K +1,718 +6%
SB
1104
Strategic Blueprint
Georgia
$6.58M +$1.13M +5,243 +21%
WCM
1105
Whitener Capital Management
North Carolina
$6.57M +$117K +543 +2%
HSA
1106
HBK Sorce Advisory
Pennsylvania
$6.56M +$539K +2,511 +9%
WC
1107
Woodstock Corp
Massachusetts
$6.55M +$162K +756 +3%
CG
1108
CFO4Life Group
Texas
$6.55M -$244K -1,136 -4%
PG
1109
Pendal Group
Australia
$6.53M -$116M -541,752 -95%
CWM
1110
Concentric Wealth Management
California
$6.53M +$86.7K +404 +1%
CA
1111
Clearstead Advisors
Ohio
$6.52M +$265K +1,234 +4%
SAM
1112
Stenahm Asset Management
Guernsey
$6.5M -$3.65M -17,000 -36%
RIL
1113
Rothschild Investment LLC
Illinois
$6.47M +$89.1K +415 +1%
BIC
1114
Beach Investment Counsel
Pennsylvania
$6.47M -$247K -1,150 -4%
TCM
1115
Twin Capital Management
Pennsylvania
$6.46M -$339K -1,577 -5%
GFA
1116
Gifford Fong Associates
California
$6.46M
HFA
1117
HC Financial Advisors
California
$6.46M +$324K +1,509 +5%
HCA
1118
Harbour Capital Advisors
Virginia
$6.45M +$94.7K +441 +2%
Wealth Enhancement Advisory Services
1119
Wealth Enhancement Advisory Services
Minnesota
$6.45M +$3.97M +18,514 +194%
CT
1120
Coastline Trust
Rhode Island
$6.45M -$158K -735 -2%
AMM
1121
American Money Management
California
$6.44M +$196K +913 +3%
PCTC
1122
Perkins Coie Trust Company
Washington
$6.43M +$480K +2,238 +8%
CHC
1123
City Holding Co
West Virginia
$6.43M +$174K +811 +3%
MA
1124
MUFG Americas
New York
$6.43M +$412K +1,917 +7%
HKAM
1125
Horizon Kinetics Asset Management
New York
$6.41M -$1.5K -7 -0%

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.