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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
CWA
1351
Clarity Wealth Advisors
California
$4.23M +$126K +589 +3%
WANY
1352
Wealthspire Advisors (New York)
New York
$4.23M -$1.45M -6,767 -26%
B
1353
Bensler
Washington
$4.22M +$4.18M +19,464 New
SXL
1354
Summit X LLC
Missouri
$4.22M -$36.9K -172 -0.9%
FMTC
1355
Farmers & Merchants Trust Company
California
$4.22M +$175K +815 +4%
OHWP
1356
Oak Harbor Wealth Partners
North Carolina
$4.21M +$4.17M +19,402 New
FHA
1357
First Horizon Advisors
Tennessee
$4.2M +$561K +2,612 +16%
PFS
1358
Physicians Financial Services
North Carolina
$4.19M -$118K -549 -3%
AT
1359
Arden Trust
Delaware
$4.19M +$1.07M +4,977 +35%
HFM
1360
Hartford Financial Management
Connecticut
$4.17M +$67.4K +314 +2%
S
1361
swisspartners
Liechtenstein
$4.17M +$42.9K +200 +1%
BEC
1362
Blue Edge Capital
Virginia
$4.17M -$42.9K -200 -1%
FSC
1363
Full Sail Capital
Oklahoma
$4.15M +$3.74M +17,440 +561%
SW
1364
StrongBox Wealth
Missouri
$4.15M +$203K +944 +5%
RCM
1365
RB Capital Management
Nevada
$4.14M +$77.3K +360 +2%
O
1366
Ossiam
France
$4.14M +$682K +3,178 +20%
AWM
1367
Altium Wealth Management
New York
$4.14M +$44.9K +209 +1%
FPS
1368
Fieldpoint Private Securities
Connecticut
$4.13M +$49.8K +232 +1%
MWM
1369
Madison Wealth Management
Ohio
$4.12M +$145K +676 +4%
HIM
1370
Hotaling Investment Management
Pennsylvania
$4.11M +$102K +476 +3%
MYIA
1371
Mount Yale Investment Advisors
Colorado
$4.11M -$367K -1,710 -8%
GPTE
1372
Generali Powszechne Towarzystwo Emerytalne
Poland
$4.1M +$4.06M +18,926 New
PTC
1373
Private Trust Company
Ohio
$4.1M -$45.9K -214 -1%
AG
1374
Ascent Group
Virginia
$4.05M +$4.22M +19,648 New
IAN
1375
Integrated Advisors Network
Texas
$4.04M -$465K -2,166 -10%

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.