We are live on ! Find out more

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
MC
1576
Mount Capital
United Kingdom
$3.02M +$2.99M +13,924 New
NWM
1577
Northcape Wealth Management
New York
$3.01M +$2.98M +13,879 New
AO
1578
Advisor OS
Illinois
$3.01M +$239K +1,115 +9%
CWM
1579
Centric Wealth Management
Illinois
$3M +$71.3K +332 +2%
SWA
1580
SFMG Wealth Advisors
Texas
$3M +$115K +538 +4%
AWM
1581
Avior Wealth Management
Nebraska
$2.99M +$263K +1,227 +10%
SCM
1582
Stamina Capital Management
New York
$2.98M +$2.95M +13,750 New
CIP
1583
Chartwell Investment Partners
Pennsylvania
$2.98M +$117K +547 +4%
MCM
1584
MV Capital Management
Maryland
$2.98M +$55K +256 +2%
Boston Partners
1585
Boston Partners
Massachusetts
$2.98M +$28.8K +134 +1%
SFG
1586
SevenBridge Financial Group
Pennsylvania
$2.97M -$132K -614 -4%
PGIM
1587
Pacific Global Investment Management
California
$2.96M -$38.9K -181 -1%
MWM
1588
Mattern Wealth Management
Kansas
$2.95M -$15K -70 -0.5%
ANRIA
1589
American National Registered Investment Advisor
Texas
$2.95M -$429 -2 -0%
FFM
1590
Forum Financial Management
Illinois
$2.94M +$2.92M +13,588 New
JFL
1591
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.93M -$3.57M -16,624 -55%
SFS
1592
Stiles Financial Services
Minnesota
$2.93M +$2.88M +13,406 New
CNBTD
1593
Citizens National Bank Trust Department
Mississippi
$2.92M -$1.61M -7,492 -36%
BWAM
1594
Boyd Watterson Asset Management
Ohio
$2.92M +$59K +275 +2%
WP
1595
WealthPLAN Partners
Nebraska
$2.92M +$127K +592 +5%
CCM
1596
Compton Capital Management
Rhode Island
$2.91M +$53.7K +250 +2%
AP
1597
Arlington Partners
Alabama
$2.91M +$534K +2,487 +23%
PFA
1598
Paradigm Financial Advisors
Missouri
$2.9M -$152K -709 -5%
TSWM
1599
Triangle Securities Wealth Management
North Carolina
$2.9M +$75.1K +350 +3%
ZCI
1600
Zevenbergen Capital Investments
Washington
$2.89M -$443K -2,065 -13%

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.