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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
PFBT
1801
Parkside Financial Bank & Trust
Missouri
$2.04M -$8.37K -39 -0.4%
SOAMC
1802
Spirit of America Management Corp
New York
$2.04M -$902K -4,200 -31%
DI
1803
DAGCO Inc
Ohio
$2.03M +$1.07K +5 +0.1%
REMPR
1804
Roof Eidam Maycock Peralta (REMP)
California
$2.03M -$18.9K -88 -0.9%
HCA
1805
Horan Capital Advisors
Ohio
$2.02M -$81.6K -380 -4%
HCM
1806
Hollencrest Capital Management
California
$2.02M -$104K -483 -5%
OIA
1807
OneDigital Investment Advisors
Kansas
$2.02M +$25.5K +119 +1%
PWMG
1808
Prestige Wealth Management Group
New Jersey
$2.01M +$41.9K +195 +2%
C
1809
Certuity
Florida
$2.01M -$188K -876 -9%
SFA
1810
Semmax Financial Advisors
North Carolina
$2M -$503K -2,343 -20%
HCCM
1811
Hudson Canyon Capital Management
New York
$2M -$99.2K -462 -5%
NL
1812
NWAM LLC
Washington
$2M +$575K +2,680 +41%
CIM
1813
CIM Investment Management
Pennsylvania
$1.99M -$35K -163 -2%
SF
1814
Summit Financial
New Jersey
$1.99M +$424K +1,975 +27%
RA
1815
RFG Advisory
Alabama
$1.98M +$371K +1,730 +23%
GDP
1816
Great Diamond Partners
Maine
$1.98M +$48.3K +225 +3%
RWP
1817
Revolve Wealth Partners
New Jersey
$1.98M +$1.96M +9,127 New
BFA
1818
Buttonwood Financial Advisors
Maryland
$1.98M +$1.96M +9,121 New
CL
1819
Choreo LLC
Illinois
$1.98M +$84.8K +395 +5%
ACMA
1820
Arbor Capital Management (Alaska)
Alaska
$1.98M +$1.96M +9,115 New
TW
1821
TrinityPoint Wealth
Connecticut
$1.97M -$374K -1,744 -16%
BAM
1822
Beaumont Asset Management
Texas
$1.97M +$44.4K +207 +2%
BRC
1823
Bell Rock Capital
Delaware
$1.97M +$1.9M +8,858 New
CI
1824
Cavalier Investments
Georgia
$1.97M +$196K +913 +11%
WSCM
1825
Wellington Shields Capital Management
New York
$1.96M +$220K +1,024 +13%

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.