We are live on ! Find out more

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
APWM
1876
Atlas Private Wealth Management
New York
$1.79M -$55.2K -257 -3%
BCM
1877
Brasada Capital Management
Texas
$1.79M -$131K -609 -7%
EGA
1878
E&G Advisors
Texas
$1.78M +$42.9K +200 +2%
ACM
1879
AlphaStar Capital Management
North Carolina
$1.78M -$290K -1,349 -14%
IP
1880
Investment Partners
Ohio
$1.78M +$111K +516 +7%
NERM
1881
New England Research & Management
Illinois
$1.78M -$231K -1,075 -12%
VWM
1882
Vigilare Wealth Management
Arizona
$1.77M -$300K -1,397 -15%
HEIP
1883
Hudson Edge Investment Partners
New Jersey
$1.76M
S
1884
Seeyond
France
$1.76M -$572K -2,666 -25%
MFG
1885
Merit Financial Group
Georgia
$1.76M +$27.9K +130 +2%
MSFS
1886
Main Street Financial Solutions
Pennsylvania
$1.76M +$140K +652 +9%
UAML
1887
US Asset Management LLC
Pennsylvania
$1.76M -$1.29K -6 -0.1%
TP
1888
Tranquility Partners
Tennessee
$1.75M -$554K -2,581 -24%
QWM
1889
QP Wealth Management
New Jersey
$1.75M -$229K -1,065 -12%
RWA
1890
Ropes Wealth Advisors
Massachusetts
$1.75M +$194K +905 +13%
CCM
1891
Cox Capital Management
Massachusetts
$1.75M -$12.9K -60 -0.7%
SWA
1892
Stratos Wealth Advisors
Ohio
$1.73M +$87.4K +407 +5%
PMFA
1893
Plante Moran Financial Advisors
Michigan
$1.72M -$7.73K -36 -0.5%
CAG
1894
Csenge Advisory Group
Florida
$1.72M -$129K -599 -8%
CIP
1895
Capital Insight Partners
Arizona
$1.72M -$55K -256 -3%
SC
1896
Sonen Capital
California
$1.71M +$1.69M +7,878 New
AWS
1897
AJ Wealth Strategies
New York
$1.71M -$5.58K -26 -0.3%
HIC
1898
Harvey Investment Company
Kentucky
$1.71M
GWM
1899
Gray Wealth Management
Maine
$1.7M +$25.1K +117 +2%
PPG
1900
Peak Planning Group
Colorado
$1.7M -$17.4K -81 -1%

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.