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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
BCWM
1501
Bartlett & Co Wealth Management
Ohio
$3.4M +$166K +771 +5%
CCA
1502
Checchi Capital Advisers
California
$3.4M +$8.16K +38 +0.2%
DP
1503
Dearborn Partners
Illinois
$3.39M -$55K -256 -2%
MCA
1504
Martin Capital Advisors
Texas
$3.39M +$3.36M +15,632 New
AA
1505
Altman Advisors
Illinois
$3.38M +$247K +1,149 +8%
CCM
1506
Canal Capital Management
Virginia
$3.38M +$325K +1,512 +11%
VLC
1507
Van Leeuwen & Company
New Jersey
$3.38M -$1.11M -5,174 -25%
AWA
1508
AmeriServ Wealth Advisors
Pennsylvania
$3.36M +$1.72K +8 +0.1%
BCP
1509
Blackhawk Capital Partners
Wisconsin
$3.36M +$3.05M +14,215 +1,091%
WCM
1510
Wunderlich Capital Managemnt
Tennessee
$3.36M +$55.8K +260 +2%
SEEDPG
1511
S.E.E.D. Planning Group
New York
$3.36M +$144K +670 +5%
PHS
1512
Pekin Hardy Strauss
Illinois
$3.34M -$93K -433 -3%
Marshall Wace
1513
Marshall Wace
United Kingdom
$3.34M -$39M -181,749 -92%
JIP
1514
Jaffetilchin Investment Partners
Florida
$3.34M -$129K -603 -4%
PAMG
1515
Patton Albertson Miller Group
Tennessee
$3.33M -$17.2K -80 -0.5%
GWSG
1516
GPS Wealth Strategies Group
Colorado
$3.32M -$1.11M -5,178 -25%
LC
1517
Legacy CG
Texas
$3.32M +$3.29M +15,339 New
WI
1518
WrapManager Inc
California
$3.32M +$47.2K +220 +1%
DA
1519
Doliver Advisors
Texas
$3.32M +$391K +1,821 +14%
HTC
1520
Haverford Trust Company
Pennsylvania
$3.31M +$35.9K +167 +1%
AFP
1521
Ausdal Financial Partners
Iowa
$3.31M -$94.2K -439 -3%
AAM
1522
Abeille Asset Management
France
$3.31M +$3.28M +15,274 New
TCOK
1523
Trust Company of Kansas
Kansas
$3.31M -$545K -2,541 -14%
GG
1524
Gofen & Glossberg
Illinois
$3.3M -$86.5K -403 -3%
CA
1525
Crewe Advisors
Utah
$3.3M +$9.45K +44 +0.3%

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.