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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
WPC
2126
Wedmont Private Capital
Pennsylvania
$1.14M +$1.14M +5,305 New
TIA
2127
Traphagen Investment Advisors
New Jersey
$1.13M +$20.4K +95 +2%
BWG
2128
Beta Wealth Group
California
$1.13M
TIA
2129
Trust Investment Advisors
Indiana
$1.13M +$13.5K +63 +1%
AIM
2130
Alhambra Investment Management
Florida
$1.13M -$12K -56 -1%
Verition Fund Management
2131
Verition Fund Management
Connecticut
$1.13M -$2.1M -9,780 -65%
OWA
2132
One Wealth Advisors
California
$1.13M +$420K +1,957 +60%
MCA
2133
Millennium Capital Advisors
Arkansas
$1.13M +$1.12M +5,197 New
BFA
2134
Bill Few Associates
Pennsylvania
$1.13M +$1.11M +5,191 New
TA
2135
TCM Advisors
West Virginia
$1.12M +$1.1M +5,130 New
JA
2136
JLB & Associates
Michigan
$1.12M -$34.3K -160 -3%
Dodge & Cox
2137
Dodge & Cox
California
$1.12M
DA
2138
DSC Advisors
Illinois
$1.11M +$72.1K +336 +7%
9WM
2139
9258 Wealth Management
Ohio
$1.11M +$204K +950 +23%
GD
2140
Grandfield & Dodd
New York
$1.11M +$14.2K +66 +1%
PWMG
2141
Pinnacle Wealth Management Group
Michigan
$1.11M -$278K -1,295 -20%
AC
2142
ASB Consultores
Florida
$1.11M +$1.1M +5,103 New
LP
2143
LGL Partners
Pennsylvania
$1.1M +$173K +805 +19%
JFA
2144
JNBA Financial Advisors
Minnesota
$1.1M -$4.51K -21 -0.4%
TIA
2145
Tiemann Investment Advisors
California
$1.1M +$4.29K +20 +0.4%
ECM
2146
Estabrook Capital Management
New York
$1.1M +$10.3K +48 +1%
CPA
2147
Cardiff Park Advisors
California
$1.1M +$1.09M +5,062 New
MIM
2148
Moseley Investment Management
Florida
$1.09M +$51.3K +239 +5%
CA
2149
Centerpoint Advisors
Massachusetts
$1.09M -$17.2K -80 -2%
RPWA
2150
Regent Peak Wealth Advisors
Georgia
$1.09M -$9.66K -45 -0.9%

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.