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
GIA
1151
Gladstone Institutional Advisory
Florida
$6.1M +$451K +2,103 +8%
NPAM
1152
Noble Path Asset Management
New York
$6.1M +$6.04M +28,131 New
ECML
1153
Eagle Capital Management (Louisiana)
Louisiana
$6.08M +$105K +491 +2%
BCM
1154
Buckhead Capital Management
Georgia
$6.07M +$264K +1,232 +5%
ATI
1155
Act Two Investors
California
$6.06M -$18K -84 -0.3%
SW
1156
SlateStone Wealth
Florida
$6.06M -$74.5K -347 -1%
NFG
1157
Nations Financial Group
Iowa
$6.05M +$1.35M +6,269 +29%
EW
1158
Evoke Wealth
California
$6.03M +$64K +298 +1%
GCM
1159
Gladius Capital Management
Illinois
$6.03M +$5.97M +27,798 New
DBG
1160
De Burlo Group
Massachusetts
$6.01M -$109K -510 -2%
TPA
1161
Trivium Point Advisory
Connecticut
$6M +$307K +1,428 +5%
IWA
1162
IBEX Wealth Advisors
New Jersey
$5.99M -$209K -973 -3%
SCA
1163
Stieven Capital Advisors
Missouri
$5.98M -$8.95M -41,700 -60%
HVIA
1164
Hudson Valley Investment Advisors
New York
$5.95M -$528K -2,461 -8%
AAM
1165
Azzad Asset Management
Virginia
$5.94M +$1.13M +5,268 +24%
HA
1166
Herold Advisors
New York
$5.93M -$64.4K -300 -1%
TCA
1167
Transcend Capital Advisors
New Jersey
$5.92M +$1.07M +5,001 +22%
DFA
1168
Delta Financial Advisors
Louisiana
$5.92M +$8.16K +38 +0.1%
LSWM
1169
Lorne Steinberg Wealth Management
Canada
$5.92M +$567K +2,641 +11%
CM
1170
Capital Management
Virginia
$5.9M -$1.36M -6,328 -19%
SIA
1171
Schechter Investment Advisors
Michigan
$5.89M +$5.84M +27,194 New
VCM
1172
Virtue Capital Management
Tennessee
$5.88M +$656K +3,056 +13%
IA
1173
Icon Advisers
Colorado
$5.88M
RA
1174
Rational Advisors
New York
$5.88M +$1.72M +8,000 +42%
MYLI
1175
Meiji Yasuda Life Insurance
Japan
$5.86M -$400K -1,863 -6%

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.