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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
GSWM
1651
Golden State Wealth Management
California
$2.67M +$766K +3,570 +41%
FDS
1652
Freedom Day Solutions
Texas
$2.67M +$95.5K +445 +4%
VCA
1653
Verdence Capital Advisors
Maryland
$2.67M +$252K +1,173 +11%
GMA
1654
Glassy Mountain Advisors
Maryland
$2.66M +$2.64M +12,280 New
GPFA
1655
Game Plan Financial Advisors
Ohio
$2.66M -$1.84M -8,584 -41%
BAM
1656
Blueshift Asset Management
New Jersey
$2.65M -$9.58M -44,606 -78%
IAIM
1657
International Assets Investment Management
Florida
$2.64M -$2.21M -10,273 -46%
QI
1658
Qtron Investments
Massachusetts
$2.62M
FMBTD
1659
First Midwest Bank Trust Division
Illinois
$2.62M -$127K -593 -5%
WA
1660
Wambolt & Associates
Colorado
$2.62M +$409K +1,904 +19%
SVCF
1661
Silicon Valley Community Foundation
California
$2.6M +$2.58M +12,013 New
GCM
1662
Gables Capital Management
Florida
$2.6M
BVLP
1663
Bailey Value Limited Partnership
Massachusetts
$2.6M +$2.58M +12,000 New
RIA
1664
Regal Investment Advisors
Michigan
$2.6M -$87.8K -409 -3%
MBT
1665
Montecito Bank & Trust
California
$2.6M +$34.8K +162 +1%
CH
1666
Canton Hathaway
Rhode Island
$2.59M -$834K -3,886 -25%
CRWM
1667
Castle Rock Wealth Management
California
$2.58M +$2.79K +13 +0.1%
TA
1668
TFG Advisers
Michigan
$2.58M -$55K -256 -2%
AOWM
1669
Alpha Omega Wealth Management
Virginia
$2.58M +$6.44K +30 +0.3%
HIP
1670
Harrell Investment Partners
Texas
$2.58M +$189K +879 +8%
WA
1671
WBH Advisory
Maryland
$2.57M -$256K -1,193 -9%
BWM
1672
BNC Wealth Management
Oregon
$2.57M +$95.5K +445 +4%
PWP
1673
Pursue Wealth Partners
California
$2.57M +$2.55M +11,861 New
NF
1674
Nikulski Financial
Iowa
$2.57M +$147K +683 +6%
RMAM
1675
Raab & Moskowitz Asset Management
New Jersey
$2.56M -$107K -497 -4%

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.