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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
PWMAG
2026
Pinnacle Wealth Management Advisory Group
New Jersey
$1.36M +$155K +722 +13%
TAM
2027
Tealwood Asset Management
Minnesota
$1.36M +$1.35M +6,271 New
SAM
2028
Summit Asset Management
Tennessee
$1.35M -$429 -2 -0%
RCA
2029
Roberts Capital Advisors
Colorado
$1.35M +$1.34M +6,252 New
CSPIA
2030
Cary Street Partners Investment Advisory
Virginia
$1.35M +$926K +4,314 +223%
TNBTD
2031
Trustmark National Bank Trust Department
Mississippi
$1.35M -$6.87K -32 -0.5%
GPA
2032
Guerra Pan Advisors
New Jersey
$1.35M +$1.33M +6,218 New
PFA
2033
Professional Financial Advisors
Nebraska
$1.34M +$97.9K +456 +8%
SFI
2034
SPC Financial Inc
Maryland
$1.34M -$35K -163 -3%
STA
2035
Summit Trail Advisors
New York
$1.33M -$190K -883 -13%
LB
2036
Legacy Bridge
Iowa
$1.33M -$5.37K -25 -0.4%
BCM
2037
Barden Capital Management
Texas
$1.33M +$1.32M +6,153 New
IP
2038
Ignite Planners
California
$1.33M +$1.32M +6,154 New
MADR
2039
Milestones Administradora de Recursos
Brazil
$1.33M +$1.32M +6,140 New
CA
2040
Cambridge Advisors
Nebraska
$1.33M +$17.6K +82 +1%
WCA
2041
Waypoint Capital Advisors
Minnesota
$1.32M +$1.31M +6,104 New
HCM
2042
Hodges Capital Management
Texas
$1.32M -$967K -4,504 -43%
GFS
2043
GYL Financial Synergies
Connecticut
$1.31M +$32.2K +150 +3%
MPPW
2044
Mitchell & Pahl Private Wealth
Oklahoma
$1.31M -$13.1K -61 -1%
CCM
2045
Cribstone Capital Management
Maine
$1.31M +$314K +1,464 +32%
FPA
2046
First Pacific Advisors
California
$1.3M -$262K -1,220 -17%
CCA
2047
Column Capital Advisors
Indiana
$1.3M -$79.6K -371 -6%
DCM
2048
Davidson Capital Management
Texas
$1.3M +$82.2K +383 +7%
BAAM
2049
Baker Avenue Asset Management
California
$1.3M +$861K +4,012 +201%
CPIA
2050
Cornell Pochily Investment Advisors
New York
$1.3M +$4.29K +20 +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.