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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
TA
1476
Tiedemann Advisors
New York
$3.52M -$429 -2 -0%
PLFAM
1477
Pineno Levin & Ford Asset Management
Virginia
$3.51M +$140K +653 +4%
LFM
1478
LGT Fund Management
Liechtenstein
$3.51M +$3.48M +16,200 New
OMC
1479
Overbrook Management Corp
New York
$3.51M -$347K -1,618 -9%
BG
1480
Bollard Group
Massachusetts
$3.5M +$1.83M +8,519 +111%
BP
1481
Ballentine Partners
Massachusetts
$3.5M -$562K -2,617 -14%
GBT
1482
Grove Bank & Trust
Florida
$3.5M +$109K +509 +3%
FMB
1483
Field & Main Bank
Kentucky
$3.5M +$55.8K +260 +2%
DR
1484
Davis Rea
Ontario, Canada
$3.49M -$69.1K -322 -2%
NAM
1485
NTV Asset Management
West Virginia
$3.49M -$107K -500 -3%
IIA
1486
ICW Investment Advisors
Arizona
$3.47M +$115K +538 +3%
BJL
1487
Brighton Jones LLC
Washington
$3.47M +$115K +537 +3%
IAM
1488
Ion Asset Management
Israel
$3.47M +$3.43M +16,000 New
CGA
1489
Channing Global Advisors
Florida
$3.46M +$3.43M +15,957 New
CDH
1490
Charles D. Hyman
$3.45M +$59.7K +278 +2%
CIAS
1491
Capital Investment Advisory Services
North Carolina
$3.45M -$355K -1,655 -9%
FLI
1492
Family Legacy Inc
South Carolina
$3.44M +$148K +691 +4%
SCP
1493
Silverleafe Capital Partners
Tennessee
$3.44M -$1.33M -6,189 -28%
NC
1494
NBW Capital
Massachusetts
$3.41M +$82.2K +383 +2%
SIM
1495
Sentry Investment Management
Wisconsin
$3.41M +$324K +1,509 +11%
PP
1496
Pegasus Partners
Wisconsin
$3.41M +$38.6K +180 +1%
PVH
1497
Psagot Value Holdings
Israel
$3.41M -$535K -2,494 -14%
AWM
1498
Avitas Wealth Management
California
$3.4M +$1.05M +4,895 +45%
IBOK
1499
Independence Bank of Kentucky
Kentucky
$3.4M +$91K +424 +3%
BC
1500
Bartlett & Co
Ohio
$3.4M +$166K +771 +5%

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.