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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
BHA
1426
Beech Hill Advisors
New York
$3.79M +$100K +466 +3%
RCWM
1427
Royal Capital Wealth Management
Indiana
$3.78M +$3.74M +17,445 New
HVP
1428
Hudson Value Partners
Florida
$3.78M +$100K +466 +3%
NAM
1429
NorthCrest Asset Manangement
Minnesota
$3.76M +$3.72M +17,336 New
ANI
1430
American National Insurance
Texas
$3.75M -$18.7M -87,202 -83%
PBT
1431
Pictet Bank & Trust
Bahamas
$3.75M -$12.9K -60 -0.3%
IWS
1432
Insight Wealth Strategies
California
$3.75M +$287K +1,339 +8%
FSA
1433
Fort Sheridan Advisors
Illinois
$3.74M +$10.7K +50 +0.3%
WAS
1434
Wesleyan Assurance Society
United Kingdom
$3.74M +$1.29M +6,000 +53%
SIAG
1435
Signet Investment Advisory Group
Rhode Island
$3.74M +$780K +3,635 +27%
KA
1436
Kovack Advisors
Florida
$3.73M +$98.1K +457 +3%
ECAM
1437
East Coast Asset Management
Massachusetts
$3.73M +$15.2K +71 +0.4%
ATPW
1438
Ashton Thomas Private Wealth
Arizona
$3.72M +$652K +3,037 +21%
GIM
1439
Guardian Investment Management
California
$3.72M +$569K +2,650 +4%
FIS
1440
Fundsmith Investment Services
Mauritius
$3.71M +$988K +4,604 +37%
RDWM
1441
Red Door Wealth Management
Tennessee
$3.71M +$354K +1,648 +11%
NB
1442
NBT Bank
New York
$3.71M +$37.1K +173 +1%
B
1443
Barings
North Carolina
$3.71M +$400K +1,862 +12%
JWCA
1444
J.W. Cole Advisors
Florida
$3.71M +$765K +3,564 +26%
WSTAM
1445
Wilbanks Smith & Thomas Asset Management
Virginia
$3.7M -$158K -736 -4%
FAP
1446
Financial Advisory Partners
Florida
$3.69M +$3.66M +17,036 New
CFS
1447
CRA Financial Services
New Jersey
$3.69M -$4.51K -21 -0.1%
CCFP
1448
Charles Carroll Financial Partners
Massachusetts
$3.68M +$3.65M +16,993 New
SFA
1449
Sequoia Financial Advisors
Ohio
$3.68M +$2.85M +13,294 +360%
WG
1450
Watchman Group
Texas
$3.68M +$64.4K +300 +2%

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.