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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
BDF
1626
Balasa Dinverno & Foltz
$2.77M -$210K -976 -7%
BPM
1627
Bowling Portfolio Management
Ohio
$2.77M -$51.1K -238 -2%
MPM
1628
MBB Public Markets
Illinois
$2.77M +$2.74M +12,777 New
CIA
1629
Cohen Investment Advisors
New Hampshire
$2.77M +$11.6K +54 +0.4%
CAM
1630
Cubic Asset Management
Massachusetts
$2.77M -$29.6K -138 -1%
RCAG
1631
Rehmann Capital Advisory Group
Michigan
$2.77M -$85.4K -398 -3%
MCIA
1632
Mountain Capital Investment Advisors
Colorado
$2.76M +$354K +1,649 +15%
FANJ
1633
Financial Architects (New Jersey)
New Jersey
$2.76M +$249K +1,160 +10%
IIA
1634
IPG Investment Advisors
California
$2.75M +$1.28M +5,959 +89%
EA
1635
Ellsworth Advisors
Ohio
$2.75M -$95.5K -445 -3%
CCMG
1636
Clark Capital Management Group
Pennsylvania
$2.75M +$685K +3,189 +34%
BAM
1637
Bruderman Asset Management
New York
$2.74M -$6.39M -29,749 -70%
SWM
1638
Sugarloaf Wealth Management
Georgia
$2.73M +$307K +1,430 +13%
CI
1639
CX Institutional
Indiana
$2.72M +$264K +1,229 +11%
CFMC
1640
Curbstone Financial Management Corp
New Hampshire
$2.72M +$64.4K +300 +2%
DAM
1641
Derbend Asset Management
Georgia
$2.71M +$40.1K +187 +2%
EHWM
1642
Eads & Heald Wealth Management
Georgia
$2.71M +$16.1K +75 +0.6%
WAM
1643
Watershed Asset Management
California
$2.71M +$2.68M +12,500 New
PWS
1644
Peterson Wealth Services
Utah
$2.71M +$2.68M +12,490 New
PCMC
1645
Private Capital Management (Colorado)
Colorado
$2.7M +$378K +1,763 +17%
AWA
1646
Arete Wealth Advisors
Illinois
$2.69M -$20.2K -94 -0.8%
MSU
1647
Mizuho Securities USA
New York
$2.68M -$347K -1,617 -12%
AA
1648
Auxano Advisors
Washington
$2.68M +$70.6K +329 +3%
DSC
1649
Duncker Streett & Co
Missouri
$2.68M -$202K -942 -7%
BSB
1650
Bangor Savings Bank
Maine
$2.67M +$87.2K +406 +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.