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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
RFA
1526
Reilly Financial Advisors
California
$3.29M -$70.6K -329 -2%
MLIC
1527
Mandatum Life Insurance Company
Finland
$3.29M -$111K -516 -3%
FRA
1528
Front Row Advisors
California
$3.26M +$240K +1,116 +8%
SWM
1529
Sendero Wealth Management
Texas
$3.26M +$3.23M +15,061 New
CCIA
1530
Cherry Creek Investment Advisors
Colorado
$3.26M +$4.08K +19 +0.1%
SCM
1531
Seascape Capital Management
New Hampshire
$3.26M +$103K +482 +3%
UIA
1532
Ulland Investment Advisors
Minnesota
$3.25M +$3.22M +15,019 New
VFM
1533
Viking Fund Management
North Dakota
$3.25M +$1.29M +6,000 +67%
AIM
1534
Aigen Investment Management
New York
$3.24M +$3.27M +15,218 New
AIC
1535
Argus Investors Counsel
New York
$3.24M +$330K +1,536 +11%
SCM
1536
Segantii Capital Management
Hong Kong
$3.23M +$3.2M +14,900 New
SC
1537
Savant Capital
Illinois
$3.23M +$169K +787 +6%
ACM
1538
Advisors Capital Management
New Jersey
$3.23M +$4.51K +21 +0.1%
WCM
1539
Washburn Capital Management
Florida
$3.22M -$3.86K -18 -0.1%
KFP
1540
KMG Fiduciary Partners
Ohio
$3.22M +$311K +1,448 +11%
MGP
1541
Metis Global Partners
California
$3.21M +$3.18M +14,833 New
CICI
1542
Capital Investment Counsel Inc
North Carolina
$3.21M -$6.44K -30 -0.2%
CWM
1543
CMH Wealth Management
New Hampshire
$3.21M +$166K +771 +5%
DIM
1544
Delta Investment Management
California
$3.2M +$467K +2,174 +17%
MG
1545
Mather Group
Illinois
$3.2M +$1.03M +4,787 +48%
WWM
1546
Wolff Wiese Magana
California
$3.19M +$305K +1,420 +11%
VWM
1547
Venturi Wealth Management
Texas
$3.19M +$132K +613 +4%
AF
1548
Allworth Financial
California
$3.19M +$196K +913 +7%
CPA
1549
Clear Perspective Advisors
Illinois
$3.19M +$242K +1,126 +8%
NFG
1550
Next Financial Group
Texas
$3.19M +$196K +911 +7%

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.