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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
BFS
1676
Bard Financial Services
Connecticut
$2.56M
EWM
1677
Evermay Wealth Management
Virginia
$2.56M -$4.08K -19 -0.2%
HFM
1678
Harvest Fund Management
China
$2.56M +$74.3K +346 +3%
WA
1679
Winfield Associates
Ohio
$2.55M -$1.7M -7,932 -40%
CAAS
1680
Capital Asset Advisory Services
Michigan
$2.55M -$47.4K -221 -2%
GKFF
1681
George Kaiser Family Foundation
Oklahoma
$2.54M
MAWCM
1682
Mine & Arao Wealth Creation & Management
California
$2.53M +$170K +790 +7%
KCM
1683
Karp Capital Management
California
$2.52M +$18.7K +87 +0.8%
HI
1684
Harbour Investments
Wisconsin
$2.52M -$2.22M -10,322 -47%
FIM
1685
Freedom Investment Management
Connecticut
$2.52M -$84.4K -393 -3%
ANB
1686
Amarillo National Bank
Texas
$2.52M +$59.5K +277 +2%
SFP
1687
Sandbox Financial Partners
Maryland
$2.51M +$83.1K +387 +3%
RFN
1688
RDA Financial Network
Iowa
$2.51M +$238K +1,111 +11%
AP
1689
Americana Partners
Texas
$2.49M +$665K +3,096 +37%
EN1L
1690
Engine No 1 LLC
California
$2.49M +$516K +2,403 +26%
BHWM
1691
Bar Harbor Wealth Management
New Hampshire
$2.48M -$124K -576 -5%
QCG
1692
Quadrant Capital Group
Ohio
$2.47M -$360K -1,678 -13%
PH
1693
Pinnacle Holdings
Oklahoma
$2.46M +$6.01K +28 +0.2%
KWA
1694
KCS Wealth Advisory
California
$2.46M +$147K +687 +6%
Koshinski Asset Management
1695
Koshinski Asset Management
Illinois
$2.44M -$732K -3,411 -23%
AWE
1696
Avidian Wealth Enterprises
Texas
$2.43M +$1.01M +4,697 +72%
PCMK
1697
Paragon Capital Management (Kansas)
Kansas
$2.43M -$64K -298 -3%
SIC
1698
SJS Investment Consulting
Ohio
$2.43M +$2.41M +11,215 New
SFPG
1699
Stonebridge Financial Planning Group
Florida
$2.43M -$74.9K -349 -3%
RIA
1700
Realta Investment Advisors
Delaware
$2.43M -$122K -568 -5%

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.