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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
WP
1701
WealthSource Partners
California
$2.42M -$144K -673 -6%
CWAG
1702
Compton Wealth Advisory Group
Virginia
$2.42M +$125K +583 +6%
AC
1703
Arjuna Capital
North Carolina
$2.42M -$4.29K -20 -0.2%
PCG
1704
Prosperity Consulting Group
Maryland
$2.42M +$2.2M +10,262 New
LA
1705
Latitude Advisors
Florida
$2.4M +$86.5K +403 +4%
IAS
1706
IMA Advisory Services
Colorado
$2.4M +$91.5K +426 +4%
CCG
1707
Cloverfields Capital Group
Minnesota
$2.39M +$172K +801 +8%
MIAS
1708
Mason Investment Advisory Services
Virginia
$2.39M
GPA
1709
Garrison Point Advisors
California
$2.39M +$2.15K +10 +0.1%
SPFA
1710
Summit Place Financial Advisors
New Jersey
$2.39M +$269K +1,255 +13%
PP
1711
Paloma Partners
Connecticut
$2.38M -$9.55M -44,506 -80%
MWM
1712
Midwest Wealth Management
Indiana
$2.38M +$110K +512 +5%
DMBA
1713
Deseret Mutual Benefit Administrators
Utah
$2.38M +$89.3K +416 +4%
NL
1714
Navalign LLC
California
$2.38M -$42.3K -197 -2%
MAM
1715
Mystic Asset Management
Rhode Island
$2.38M +$2.36M +10,993 New
MFG
1716
MidWestOne Financial Group
Iowa
$2.37M +$59.7K +278 +3%
ICM
1717
IMS Capital Management
Oregon
$2.36M +$288K +1,341 +14%
SW
1718
SkyOak Wealth
Michigan
$2.36M -$193K -897 -8%
MC
1719
Martin & Co
Tennessee
$2.35M -$1.07K -5 -0%
SCM
1720
Spreng Capital Management
Ohio
$2.35M -$129K -600 -5%
ACM
1721
AlphaCrest Capital Management
New York
$2.35M +$1.29M +6,007 +124%
AIA
1722
AGF Investments America
Ontario, Canada
$2.35M +$2.33M +10,851 New
BAM
1723
Byrne Asset Management
New Jersey
$2.35M +$2.33M +10,845 New
SSI
1724
Scott & Selber Inc
Texas
$2.35M +$429 +2 +0%
CWM
1725
Cornerstone Wealth Management
Missouri
$2.35M +$185K +862 +9%

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.