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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
BS
1776
Boenning & Scattergood
Pennsylvania
$2.13M -$33.1K -154 -2%
EGM
1777
Engineers Gate Manager
New York
$2.13M -$1.38M -6,451 -40%
MMH
1778
Menora Mivtachim Holdings
Israel
$2.12M -$322K -1,500 -13%
HAIM
1779
Hunter Associates Investment Management
Pennsylvania
$2.12M -$215K -1,000 -9%
QCM
1780
Quantinno Capital Management
New York
$2.12M +$2.1M +9,793 New
RPCONE
1781
Retirement Planning Company of New England
Rhode Island
$2.12M +$2.1M +9,782 New
CA
1782
CV Advisors
Florida
$2.1M +$2.08M +9,679 New
AIM
1783
Acropolis Investment Management
Missouri
$2.1M -$68.9K -321 -3%
KWM
1784
Keebeck Wealth Management
Illinois
$2.1M +$122K +569 +6%
MFGM
1785
Marshall Financial Group (Maryland)
Maryland
$2.1M +$469K +2,186 +29%
CC
1786
Cadinha & Co
Hawaii
$2.09M -$1.15M -5,346 -36%
LD
1787
Lipe & Dalton
New York
$2.09M -$46.6K -217 -2%
NFC
1788
Northeast Financial Consultants
Connecticut
$2.09M +$49.4K +230 +2%
SHWM
1789
Silicon Hills Wealth Management
Texas
$2.09M
VIP
1790
Vantage Investment Partners
Missouri
$2.09M +$491K +2,287 +31%
EWG
1791
Executive Wealth Group
Washington
$2.09M +$429 +2 +0%
DGAM
1792
Desjardins Global Asset Management
Quebec, Canada
$2.08M +$2.07M +9,621 New
FWM
1793
ForthRight Wealth Management
Georgia
$2.08M -$8.59K -40 -0.4%
AT
1794
American Trust
Kentucky
$2.08M +$2.06M +9,583 New
ARMT
1795
Amica Retiree Medical Trust
Rhode Island
$2.07M +$342K +1,591 +20%
PAA
1796
Peregrine Asset Advisers
Oregon
$2.07M +$2.05M +9,532 New
GTAM
1797
Global Trust Asset Management
Florida
$2.06M -$20.6K -96 -1%
PW
1798
Peninsula Wealth
California
$2.06M +$2.04M +9,497 New
SCA
1799
Sander Capital Advisors
Washington
$2.05M -$3.13M -14,569 -61%
ACG
1800
Allen Capital Group
Nebraska
$2.04M +$534K +2,488 +36%

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.