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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
CSA
1326
Cottage Street Advisors
Massachusetts
$4.4M -$18.5K -86 -0.4%
FCM
1327
Fairbanks Capital Management
California
$4.39M +$380K +1,769 +10%
MM
1328
Meridian Management
Arkansas
$4.38M +$906K +4,222 +26%
VHAM
1329
Van Hulzen Asset Management
California
$4.37M +$2.99M +13,948 +224%
KA
1330
Kintegral Advisory
New York
$4.36M +$4.32M +20,138 New
SBIA
1331
Sheaff Brock Investment Advisors
Indiana
$4.36M -$2.76M -12,859 -39%
SFG
1332
Sowa Financial Group
Rhode Island
$4.36M -$1.06M -4,944 -20%
GCM
1333
Glynn Capital Management
California
$4.33M
ZB
1334
Zions Bancorporation
Utah
$4.33M +$70.6K +329 +2%
GCM
1335
Gabalex Capital Management
New York
$4.33M +$4.29M +20,000 New
HI
1336
Horizon Investments
North Carolina
$4.33M +$441K +2,054 +11%
TIM
1337
Thompson Investment Management
Wisconsin
$4.33M +$131K +608 +3%
CPIG
1338
Chicago Partners Investment Group
Illinois
$4.32M -$430K -2,005 -9%
PCA
1339
Personal Capital Advisors
California
$4.3M -$22.5K -105 -0.5%
MCM
1340
Maryland Capital Management
Maryland
$4.3M -$170K -791 -4%
SAM
1341
Security Asset Management
New York
$4.29M -$78.4K -365 -2%
LSPW
1342
Lake Street Private Wealth
Illinois
$4.29M +$15.5K +72 +0.4%
UCMOK
1343
United Capital Management of KS
Kansas
$4.29M +$375K +1,747 +10%
SC
1344
Scholtz & Company
Connecticut
$4.27M +$23.8K +111 +0.6%
SWM
1345
SeaCrest Wealth Management
New York
$4.25M +$85.7K +399 +2%
CCG
1346
Ceeto Capital Group
Florida
$4.25M -$10.7K -50 -0.3%
BRC
1347
Bishop Rock Capital
New York
$4.25M -$1.39M -6,473 -25%
HBT
1348
Hills Bank & Trust
Iowa
$4.24M -$58K -270 -1%
TVWM
1349
Tower View Wealth Management
Wisconsin
$4.24M +$32.8K +153 +0.8%
IWM
1350
IHT Wealth Management
Illinois
$4.24M -$56.9K -265 -1%

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.