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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
GC
1926
Grace Capital
Massachusetts
$1.62M +$173K +804 +12%
CC
1927
Copperleaf Capital
North Carolina
$1.62M +$106K +496 +7%
AIA
1928
Angeles Investment Advisors
California
$1.61M -$1.41M -6,548 -47%
SCP
1929
Shorepoint Capital Partners
Massachusetts
$1.61M +$16.5K +77 +1%
SSCA
1930
South Shore Capital Advisors
Massachusetts
$1.61M +$41.2K +192 +3%
MW
1931
Marcum Wealth
Ohio
$1.61M -$45.3K -211 -3%
TC
1932
TwinBeech Capital
New York
$1.61M +$1.59M +7,409 New
BOPW
1933
Brandywine Oak Private Wealth
Pennsylvania
$1.6M -$87.2K -406 -5%
BMO
1934
Beck Mack & Oliver
New York
$1.6M
FPFS
1935
First Personal Financial Services
North Carolina
$1.6M +$18.9K +88 +1%
PFG
1936
Peterson Financial Group
Iowa
$1.6M +$1.58M +7,366 New
MFP
1937
Meridian Financial Partners
Virginia
$1.59M +$120K +558 +8%
SPWM
1938
Schrum Private Wealth Management
Florida
$1.59M +$1.58M +7,352 New
AWG
1939
Altus Wealth Group
Colorado
$1.59M -$1.93K -9 -0.1%
TI
1940
Trexquant Investment
Connecticut
$1.58M -$3.2M -14,913 -67%
SM
1941
Sciencast Management
New Jersey
$1.58M +$1.24M +5,783 +443%
Wolverine Trading
1942
Wolverine Trading
Illinois
$1.58M -$2.31M -10,781 -60%
CT
1943
Columbia Trust
Oregon
$1.57M
UH
1944
Unigestion Holding
Switzerland
$1.57M +$1.09M +5,066 +230%
KPCM
1945
Kings Point Capital Management
New York
$1.57M +$200K +933 +15%
XF
1946
XML Financial
Maryland
$1.57M -$70.4K -328 -4%
AI
1947
Atom Investors
Texas
$1.57M -$2.79M -13,018 -64%
BHTS
1948
Bar Harbor Trust Services
Maine
$1.56M -$201K -937 -11%
TWI
1949
Thomas White International
Illinois
$1.56M
CWM
1950
Circle Wealth Management
New Jersey
$1.56M +$113K +528 +8%

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.