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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
LWAC
1251
Laurel Wealth Advisors (California)
California
$5.06M +$3.53M +16,441 +238%
CA
1252
Cullinan Associates
Kentucky
$5.06M -$64.4K -300 -1%
CA
1253
Cornerstone Advisory
Maryland
$5.03M -$113K -527 -2%
SIP
1254
Stoneridge Investment Partners
Pennsylvania
$5.03M +$343K +1,600 +7%
MCP
1255
Mirador Capital Partners
California
$5.03M +$120K +558 +2%
AUB
1256
Atlantic Union Bankshares
Virginia
$5.03M +$1.76M +8,201 +55%
PM
1257
Phraction Management
Connecticut
$5M +$4.96M +23,092 New
TL
1258
Tradewinds LLC
North Carolina
$4.98M +$4.11M +19,139 New
MGAM
1259
McGowan Group Asset Management
Texas
$4.98M +$76.9K +358 +2%
MCM
1260
McDonough Capital Management
Florida
$4.97M +$4.93M +22,950 New
DAS
1261
Dynamic Advisor Solutions
Arizona
$4.97M +$270K +1,260 +6%
SCM
1262
Schnieders Capital Management
California
$4.96M +$51.1K +238 +1%
IB
1263
Iyo Bank
Japan
$4.94M +$4.89M +22,776 New
GEA
1264
Glen Eagle Advisors
New Jersey
$4.93M -$35.9K -167 -0.7%
WA1
1265
Wimmer Associates 1
California
$4.92M -$17.6K -82 -0.4%
CAM
1266
Carret Asset Management
New York
$4.91M -$301K -1,400 -6%
IMOV
1267
Investment Management of Virginia
Virginia
$4.91M +$304K +1,415 +7%
PGAM
1268
Princeton Global Asset Management
New Jersey
$4.89M -$130K -605 -3%
FNB
1269
Farmers National Bank
Kentucky
$4.88M -$295K -1,372 -6%
SC
1270
Searle & Co
Connecticut
$4.85M
MMG
1271
Monetary Management Group
Missouri
$4.84M +$91.2K +425 +2%
PRC
1272
Pearl River Capital
Michigan
$4.84M +$4.8M +22,342 New
CF
1273
Centaurus Financial
California
$4.83M -$161K -751 -3%
KP
1274
Keel Point
Alabama
$4.83M -$581K -2,705 -11%
DJSG
1275
D.J. St. Germain
Massachusetts
$4.82M +$1.4M +6,525 +41%

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.