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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
OWA
2051
Octavia Wealth Advisors
Ohio
$1.3M +$249K +1,160 +24%
EGVF
2052
ESA Global Value Fund
Cayman Islands
$1.3M
FFA
2053
Founders Financial Alliance
North Carolina
$1.3M +$255K +1,189 +25%
NDSI
2054
Newman Dignan & Sheerar Inc
Rhode Island
$1.3M -$10.7K -50 -0.8%
BB
2055
Bell Bank
North Dakota
$1.3M +$62K +289 +5%
BONH
2056
Bank of New Hampshire
New Hampshire
$1.29M -$155K -723 -11%
GL
2057
Graypoint LLC
New York
$1.29M +$448K +2,087 +54%
TPWA
2058
TRUE Private Wealth Advisors
Oregon
$1.29M -$334K -1,556 -21%
TF
2059
TLWM Financial
Texas
$1.29M +$340K +1,586 +36%
LDFR
2060
Lehman & Derafelo Financial Resources
Pennsylvania
$1.29M -$96.6K -450 -7%
WAG
2061
Winthrop Advisory Group
Massachusetts
$1.29M -$24K -112 -2%
AIP
2062
Almanack Investment Partners
Pennsylvania
$1.29M -$11.8K -55 -0.9%
FRA
2063
Frank Rimerman Advisors
California
$1.28M +$102K +474 +9%
BCM
2064
Breiter Capital Management
Florida
$1.28M -$20.8K -97 -2%
LT
2065
Lindsell Train
United Kingdom
$1.28M
HWA
2066
HHM Wealth Advisors
Tennessee
$1.28M +$4.94K +23 +0.4%
BFA
2067
Beacon Financial Advisory
Ohio
$1.28M +$20.4K +95 +2%
EF
2068
Empowered Funds
Pennsylvania
$1.28M +$873K +4,067 +222%
CM
2069
Corvex Management
New York
$1.28M +$1.27M +5,900 New
AIC
2070
Archer Investment Corporation
Indiana
$1.28M -$14.2K -66 -1%
LJAC
2071
L.J. Altfest & Co
New York
$1.28M +$534K +2,486 +73%
WTB
2072
Washington Trust Bank
Washington
$1.28M -$13.8M -64,197 -92%
KF
2073
Krilogy Financial
Missouri
$1.28M -$25.8K -120 -2%
WWM
2074
Windsor Wealth Management
Indiana
$1.28M +$72.3K +337 +6%
WKSWA
2075
White Knight Strategic Wealth Advisors
New Jersey
$1.28M +$1.26M +5,888 New

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.