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Visa
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Overview Fund Activity

3,264 hedge funds and large institutions have $335B invested in Visa in 2021 Q4 according to their latest regulatory filings, with 430 funds opening new positions, 1,438 increasing their positions, 1,117 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,264
Holders Change
+224
Holders Change %
+7.37%
% of All Funds
50.41%
Holding in Top 10
323
Holding in Top 10 Change
-86
Holding in Top 10 Change %
-21.03%
% of All Funds
4.99%
New
430
Increased
1,438
Reduced
1,117
Closed
159
Calls
$6.69B
Puts
$6.19B
Net Calls
+$507M
Net Calls Change
-$437M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$1.05B
2
GQG Partners
GQG Partners
Florida
+$773M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$715M
4
GIM
Generation Investment Management
United Kingdom
+$695M
5
TCI Fund Management
TCI Fund Management
United Kingdom
+$684M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$4.3B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.05B
3
Jennison Associates
Jennison Associates
New York
-$804M
4
Wells Fargo
Wells Fargo
California
-$712M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$615M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
1576
SevenBridge Financial Group
Pennsylvania
$2.97M -$133K -614 -4%
PGIM
1577
Pacific Global Investment Management
California
$2.96M -$39.2K -181 -1%
MWM
1578
Mattern Wealth Management
Kansas
$2.95M -$15.2K -70 -0.5%
ANRIA
1579
American National Registered Investment Advisor
Texas
$2.95M -$433 -2 -0%
FFM
1580
Forum Financial Management
Illinois
$2.95M +$2.95M +13,588 New
JFL
1581
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.93M -$3.6M -16,624 -55%
SFS
1582
Stiles Financial Services
Minnesota
$2.93M +$2.93M +13,406 New
CNBTD
1583
Citizens National Bank Trust Department
Mississippi
$2.92M -$1.62M -7,492 -36%
BWAM
1584
Boyd Watterson Asset Management
Ohio
$2.92M +$59.6K +275 +2%
WP
1585
WealthPLAN Partners
Nebraska
$2.92M +$134K +592 +5%
CCM
1586
Compton Capital Management
Rhode Island
$2.91M +$54.2K +250 +2%
AP
1587
Arlington Partners
Alabama
$2.91M +$539K +2,487 +23%
PFA
1588
Paradigm Financial Advisors
Missouri
$2.9M -$154K -709 -5%
TSWM
1589
Triangle Securities Wealth Management
North Carolina
$2.9M +$75.9K +350 +3%
ZCI
1590
Zevenbergen Capital Investments
Washington
$2.89M -$448K -2,065 -13%
PP
1591
Pacifica Partners
Canada
$2.89M +$942K +4,358 +48%
RCG
1592
Regatta Capital Group
California
$2.88M +$2.88M +13,266 New
FBT
1593
First Bankers Trust
Kentucky
$2.87M -$221K -1,020 -7%
IC
1594
Inverness Counsel
New York
$2.86M -$50.8M -234,413 -95%
LAM
1595
Lynch Asset Management
Pennsylvania
$2.86M +$2.86M +13,200 New
VFA
1596
Voya Financial Advisors
Connecticut
$2.86M +$72.8K +334 +3%
SP
1597
Symmetry Partners
Connecticut
$2.86M -$85.6K -395 -3%
CFA
1598
Carroll Financial Associates
North Carolina
$2.85M -$42.9K -197 -1%
MF
1599
Manchester Financial
California
$2.85M +$15.4K +71 +0.5%
UAM
1600
Unison Asset Management
Florida
$2.84M – – –
62 63
64
65 66