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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
CUAMC
1451
China Universal Asset Management Company
China
$3.67M +$3.64M +16,950 New
STAS
1452
Strong Tower Advisory Services
Minnesota
$3.67M +$292K +1,361 +9%
BOS
1453
Bank of Stockton
California
$3.67M -$1.07K -5 -0%
JSC
1454
Jackson Square Capital
California
$3.66M -$614K -2,859 -14%
NCM
1455
Northside Capital Management
Oregon
$3.64M
SI
1456
Shaker Investments
Ohio
$3.63M +$4.08K +19 +0.1%
RWA
1457
Roberts Wealth Advisors
California
$3.63M +$179K +836 +5%
ST
1458
Smithfield Trust
Pennsylvania
$3.63M -$33.9K -158 -0.9%
TGAM
1459
TBH Global Asset Management
Tennessee
$3.62M -$129K -599 -3%
ISB
1460
Iowa State Bank
Iowa
$3.62M +$983K +4,580 +38%
BCFS
1461
Butensky & Cohen Financial Security
Florida
$3.61M +$150K +697 +4%
LS
1462
Leelyn Smith
Illinois
$3.59M +$162K +754 +5%
HAI
1463
Hennessy Advisors Inc
California
$3.58M +$644K +3,000 +22%
PHK
1464
Point72 Hong Kong
Hong Kong
$3.58M +$3.54M +16,500 New
TAM
1465
Trust Asset Management
Texas
$3.57M
GCM
1466
Geneva Capital Management
Wisconsin
$3.57M -$86.1K -401 -2%
BAM
1467
Belpointe Asset Management
Nevada
$3.57M +$56.7K +264 +2%
CANC
1468
Culbertson A N & Co
Virginia
$3.56M +$76.2K +355 +2%
EFM
1469
E Fund Management
China
$3.54M -$391K -1,822 -10%
VIA
1470
Vident Investment Advisory
Georgia
$3.54M +$864K +4,026 +33%
OLA
1471
Oliver Luxxe Assets
New Jersey
$3.54M -$974K -4,539 -22%
WKWM
1472
Walter & Keenan Wealth Management
Indiana
$3.54M -$97.7K -455 -3%
ARC
1473
Advisor Resource Council
Texas
$3.53M +$1.6M +7,461 +84%
MGIA
1474
Moneta Group Investment Advisors
Missouri
$3.53M -$182K -847 -5%
FWM
1475
Fairhaven Wealth Management
Illinois
$3.52M -$82.2K -383 -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.