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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
SW
1276
SteelPeak Wealth
California
$4.82M +$2.31M +10,760 +94%
MWM
1277
Meridian Wealth Management
Kentucky
$4.82M -$50K -233 -1%
GWM
1278
Geneos Wealth Management
Colorado
$4.8M +$285K +1,328 +6%
HKIM
1279
Hayek Kallen Investment Management
Alabama
$4.79M -$17.6K -82 -0.4%
MMM
1280
Mendel Money Management
Illinois
$4.78M -$5.37K -25 -0.1%
KFBMI
1281
Kentucky Farm Bureau Mutual Insurance
Kentucky
$4.77M
HIC
1282
Hartline Investment Corp
Illinois
$4.76M -$1.68M -7,807 -26%
WAS
1283
WESPAC Advisors SoCal
California
$4.76M +$1.18M +5,517 +37%
ECM
1284
Exchange Capital Management
Michigan
$4.76M -$102K -476 -2%
CT
1285
Chicago Trust
Illinois
$4.76M -$29.8K -139 -0.6%
AIA
1286
Avalon Investment & Advisory
Texas
$4.75M -$3.13M -14,592 -40%
VLKIM
1287
Van Lanschot Kempen Investment Management
Netherlands
$4.74M +$1.34M +6,265 +40%
RMCM
1288
Reynders McVeigh Capital Management
Massachusetts
$4.72M -$142K -661 -3%
SCM
1289
Spring Capital Management
Texas
$4.71M +$4.66M +21,726 New
M
1290
Mirova
France
$4.68M +$562K +2,616 +14%
RAM
1291
Redmond Asset Management
Virginia
$4.66M +$2.58K +12 +0.1%
EWM
1292
Endurance Wealth Management
Rhode Island
$4.64M -$21.5K -100 -0.5%
BSW
1293
Buckingham Strategic Wealth
Missouri
$4.64M +$59K +275 +1%
TH
1294
TCTC Holdings
Texas
$4.63M -$5.8K -27 -0.1%
LWMM
1295
Legacy Wealth Management (Mississippi)
Mississippi
$4.63M +$4.51K +21 +0.1%
SFS
1296
Strategic Financial Services
New York
$4.62M -$161K -751 -3%
FMN
1297
Financial Management Network
California
$4.6M -$214K -998 -5%
LWM
1298
Laidlaw Wealth Management
New York
$4.59M +$97.2K +453 +2%
HWA
1299
Heritage Wealth Advisors
Virginia
$4.59M +$189K +880 +4%
MA
1300
Mutual Advisors
Nebraska
$4.58M +$185K +863 +4%

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.