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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
PAG
1751
Private Advisory Group
Washington
$2.25M +$172K +802 +8%
HAC
1752
Harbor Advisory Corp
New Hampshire
$2.25M
1WA
1753
180 Wealth Advisors
Washington
$2.24M +$60.1K +280 +3%
MCC
1754
Malaga Cove Capital
California
$2.24M +$75.1K +350 +4%
AWA
1755
Aaron Wealth Advisors
Illinois
$2.24M +$250K +1,163 +13%
SWP
1756
Strategic Wealth Partners
Ohio
$2.23M +$62.5K +291 +3%
JFGIW
1757
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.23M -$487K -2,269 -18%
KC
1758
Kingfisher Capital
North Carolina
$2.22M +$99.6K +464 +5%
PTP
1759
Platform Technology Partners
New York
$2.21M +$171K +798 +8%
First Eagle Investment Management
1760
First Eagle Investment Management
New York
$2.21M -$68.5K -319 -3%
PIG
1761
Pantheon Investment Group
California
$2.2M +$128K +595 +6%
CIC
1762
Chase Investment Counsel
Virginia
$2.2M -$915K -4,262 -30%
NL
1763
NVWM LLC
Pennsylvania
$2.2M +$37.4K +174 +2%
HDIM
1764
Hanson & Doremus Investment Management
Vermont
$2.2M +$80.3K +374 +4%
NHC
1765
Nicholas Hoffman & Company
Georgia
$2.19M -$176K -819 -7%
PFA
1766
Peak Financial Advisors
Colorado
$2.18M +$2.16M +10,070 New
JCM
1767
Jacobsen Capital Management
Utah
$2.18M +$33.9K +158 +2%
ACM
1768
Ascendant Capital Management
California
$2.17M +$322K +1,500 +18%
AP
1769
Atlas Principals
North Carolina
$2.17M +$2.15M +10,000 New
VIA
1770
Vantis Investment Advisers
Florida
$2.17M +$2.15M +10,000 New
OIS
1771
Okabena Investment Services
Minnesota
$2.15M +$497K +2,317 +30%
TFS
1772
TrustCore Financial Services
Tennessee
$2.15M -$422K -1,965 -17%
IC
1773
Inscription Capital
Texas
$2.15M +$92.1K +429 +5%
OAM
1774
Occidental Asset Management
California
$2.14M +$147K +684 +7%
PHIMC
1775
Private Harbour Investment Management & Counsel
Ohio
$2.14M +$6.22K +29 +0.3%

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.