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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
ACH
2101
ArrowMark Colorado Holdings
Colorado
$1.21M
BL
2102
Balentine LLC
Georgia
$1.21M +$189K +879 +19%
KSWA
2103
Kathleen S. Wright Associates
Pennsylvania
$1.21M +$1.19M +5,562 New
SG
2104
StoneX Group
New York
$1.2M +$199K +929 +20%
BEAM
2105
Baker Ellis Asset Management
Washington
$1.2M
PPP
2106
Private Portfolio Partners
New Jersey
$1.2M +$474K +2,208 +67%
JHCP
2107
Jackson Hole Capital Partners
Oklahoma
$1.2M +$262K +1,221 +28%
QFA
2108
Quattro Financial Advisors
Texas
$1.19M -$1.65M -7,679 -58%
RM
2109
Resource Management
Louisiana
$1.19M -$859 -4 -0.1%
IIC
2110
Ironwood Investment Counsel
Arizona
$1.19M +$644 +3 +0.1%
MFC
2111
Mechanics Financial Corp
Ohio
$1.19M +$1.17M +5,466 New
SOW
2112
State of Wyoming
Wyoming
$1.18M -$35.9K -167 -3%
WEPOG
2113
Wealth Enhancement & Preservation of GA
Georgia
$1.18M +$51.5K +240 +5%
FWM
2114
Foresight Wealth Management
Utah
$1.18M -$36.9K -172 -3%
HHGA
2115
Halbert Hargrove Global Advisors
California
$1.17M -$55.6K -259 -5%
HWIS
2116
Hancock Whitney Investment Services
Louisiana
$1.17M +$1.15M +5,361 New
NEAM
2117
New England Asset Management
Connecticut
$1.17M -$439K -2,045 -27%
FFC
2118
First Financial Corp
Indiana
$1.17M +$23K +107 +2%
SC
2119
Siena Capital
Ohio
$1.16M +$1.15M +5,366 New
WLPWM
2120
Walled Lake Planning & Wealth Management
Illinois
$1.16M -$120K -561 -10%
RC
2121
RBO & Co
California
$1.16M
AL
2122
Aspiriant LLC
California
$1.16M +$135K +630 +13%
SIG
2123
Sky Investment Group
Connecticut
$1.15M -$3.65K -17 -0.3%
MCA
2124
Magnolia Capital Advisors
Mississippi
$1.15M +$9.23K +43 +0.8%
EWA
2125
EverSource Wealth Advisors
Alabama
$1.14M +$1.13M +5,277 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.