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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
WAM
1726
WealthTrust Asset Management
Florida
$2.34M +$61.6K +287 +3%
MFA
1727
Mayflower Financial Advisors
Massachusetts
$2.34M +$92.5K +431 +4%
CW
1728
CreativeOne Wealth
Kansas
$2.34M -$407K -1,894 -15%
CC
1729
Cypress Capital
Tennessee
$2.32M +$1.91M +8,905 +490%
EWM
1730
Elite Wealth Management
Washington
$2.31M -$40.1K -187 -2%
ATWA
1731
Arbor Trust Wealth Advisors
Michigan
$2.31M +$50.4K +235 +2%
1W
1732
1776 Wealth
Georgia
$2.31M +$49.8K +232 +2%
SG
1733
Stonnington Group
California
$2.3M -$1.3M -6,052 -36%
NB
1734
Northwest Bancshares
Pennsylvania
$2.3M -$127K -592 -5%
CWMU
1735
Caliber Wealth Management (Utah)
Utah
$2.3M +$455K +2,121 +25%
GWM
1736
GDS Wealth Management
Texas
$2.3M +$2.27M +10,596 New
FPAS
1737
Focus Partners Advisor Solutions
Missouri
$2.29M +$2.27M +10,591 New
RCA
1738
Riverview Capital Advisers
Massachusetts
$2.29M +$2.27M +10,583 New
WSC
1739
Wellington Shields & Co
New York
$2.29M +$472K +2,198 +26%
AFG
1740
Alterity Financial Group
Maine
$2.29M +$2.27M +10,576 New
AGP
1741
Autumn Glory Partners
Texas
$2.29M +$2.27M +10,563 New
CAWM
1742
Capital Advisors Wealth Management
Washington
$2.29M +$9.66K +45 +0.4%
DL
1743
DOHJ LLC
Washington
$2.28M -$90.2K -420 -4%
NFG
1744
Northeast Financial Group
Pennsylvania
$2.28M +$6.66K +31 +0.3%
MSFP
1745
Mark Sheptoff Financial Planning
Connecticut
$2.28M +$90.8K +423 +4%
TA
1746
Townsend & Associates
Colorado
$2.28M +$11.8K +55 +0.5%
GFP
1747
Gryphon Financial Partners
Ohio
$2.28M +$80.9K +377 +4%
TWM
1748
Tolleson Wealth Management
Texas
$2.27M
1IA
1749
1834 Investment Advisors
Wisconsin
$2.27M +$192K +893 +9%
BFG
1750
Beacon Financial Group
Texas
$2.26M +$49.6K +231 +2%

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.