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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 %
SVCF
1651
Silicon Valley Community Foundation
California
$2.6M +$2.6M +12,013 New
GCM
1652
Gables Capital Management
Florida
$2.6M – – –
BVLP
1653
Bailey Value Limited Partnership
Massachusetts
$2.6M +$2.6M +12,000 New
RIA
1654
Regal Investment Advisors
Michigan
$2.6M -$88.6K -409 -3%
MBT
1655
Montecito Bank & Trust
California
$2.6M +$35.1K +162 +1%
CH
1656
Canton Hathaway
Rhode Island
$2.59M -$842K -3,886 -25%
CRWM
1657
Castle Rock Wealth Management
California
$2.59M +$2.68K +13 +0.1%
TA
1658
TFG Advisers
Michigan
$2.58M -$55.5K -256 -2%
AOWM
1659
Alpha Omega Wealth Management
Virginia
$2.58M +$6.45K +30 +0.3%
HIP
1660
Harrell Investment Partners
Texas
$2.58M +$190K +879 +8%
WA
1661
WBH Advisory
Maryland
$2.57M -$259K -1,193 -9%
BWM
1662
BNC Wealth Management
Oregon
$2.57M +$96.4K +445 +4%
PWP
1663
Pursue Wealth Partners
California
$2.57M +$2.57M +11,861 New
NF
1664
Nikulski Financial
Iowa
$2.57M +$148K +683 +6%
RMAM
1665
Raab & Moskowitz Asset Management
New Jersey
$2.57M -$108K -497 -4%
BFS
1666
Bard Financial Services
Connecticut
$2.56M – – –
EWM
1667
Evermay Wealth Management
Virginia
$2.56M -$4.12K -19 -0.2%
HFM
1668
Harvest Fund Management
China
$2.56M +$75.3K +346 +3%
WA
1669
Winfield Associates
Ohio
$2.55M -$1.72M -7,932 -40%
CAAS
1670
Capital Asset Advisory Services
Michigan
$2.55M -$47.9K -221 -2%
GKFF
1671
George Kaiser Family Foundation
Oklahoma
$2.54M – – –
MAWCM
1672
Mine & Arao Wealth Creation & Management
California
$2.53M +$171K +790 +7%
KCM
1673
Karp Capital Management
California
$2.53M +$18.9K +87 +0.8%
HI
1674
Harbour Investments
Wisconsin
$2.52M -$2.24M -10,322 -47%
FIM
1675
Freedom Investment Management
Connecticut
$2.52M -$85.2K -393 -3%
65 66
67
68 69