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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
CT
1201
Clearstead Trust
Maine
$5.56M +$593K +2,762 +12%
CCM
1202
Condor Capital Management
New Jersey
$5.55M -$17.2K -80 -0.3%
MWM
1203
Modera Wealth Management
New Jersey
$5.55M +$4.14M +19,303 +306%
Assenagon Asset Management
1204
Assenagon Asset Management
Luxembourg
$5.54M +$244K +1,137 +5%
BB
1205
Busey Bank
Illinois
$5.54M -$141K -657 -3%
GCL
1206
Gouws Capital LLC
North Carolina
$5.5M +$5.44M +25,359 New
MA
1207
Mezzasalma Advisors
New Jersey
$5.48M +$39.5K +184 +0.7%
PP
1208
Prudential plc
United Kingdom
$5.47M +$1.63M +7,596 +43%
BCA
1209
Bray Capital Advisors
Florida
$5.46M +$83.1K +387 +2%
CSS
1210
Cubist Systematic Strategies
Connecticut
$5.46M -$5.81M -27,068 -52%
GI
1211
GS Investments
Minnesota
$5.45M +$5.8K +27 +0.1%
HW
1212
Hedeker Wealth
Illinois
$5.45M -$28.1K -131 -0.5%
PA
1213
PFG Advisors
Arizona
$5.45M +$225K +1,048 +4%
MBI
1214
Montrusco Bolton Investments
Quebec, Canada
$5.44M -$9.68M -45,107 -64%
SIM
1215
Stratos Investment Management
Ohio
$5.44M -$219K -1,020 -4%
LFAS
1216
Level Four Advisory Services
Texas
$5.43M +$968K +4,508 +22%
UFG
1217
United Fire Group
Iowa
$5.42M +$3.01M +14,000 +127%
ACS
1218
Archford Capital Strategies
Illinois
$5.42M -$15.5K -72 -0.3%
FNBOMD
1219
First National Bank of Mount Dora
Florida
$5.41M -$20.6K -96 -0.4%
LA
1220
LVW Advisors
New York
$5.38M -$76.4K -356 -1%
SFA
1221
Souders Financial Advisors
Ohio
$5.38M +$1.19M +5,549 +29%
DBT
1222
Dubuque Bank & Trust
Iowa
$5.38M -$882K -4,107 -14%
GC
1223
GFG Capital
Florida
$5.38M -$821K -3,823 -13%
EP
1224
Edgestream Partners
New Jersey
$5.35M -$16.6M -77,510 -76%
BCFD
1225
Boit C.F. David
$5.34M

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.