We are live on ! Find out more

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
ACA
2151
Affinity Capital Advisors
California
$1.09M +$22.3K +104 +2%
HCM
2152
Helios Capital Management
Singapore
$1.08M +$1.07M +5,000 New
FIA
2153
FNY Investment Advisers
New York
$1.08M +$1.07M +5,000 New
FAM
2154
Formidable Asset Management
Ohio
$1.08M +$499K +2,324 +89%
AAP
2155
Arax Advisory Partners
Colorado
$1.08M +$35K +163 +3%
FA
2156
Fermata Advisors
California
$1.07M -$175K -813 -14%
BAM
2157
Berkshire Asset Management
Pennsylvania
$1.07M +$10.1K +47 +1%
SAS
2158
Stelac Advisory Services
New York
$1.07M -$231K -1,077 -18%
HG
2159
Herbst Group
Connecticut
$1.07M +$1.06M +4,925 New
CNBT
2160
Cornerstone National Bank & Trust
Illinois
$1.06M +$23.6K +110 +2%
CIEP
2161
Constellation Investimentos e Participacoes
Brazil
$1.06M -$119K -553 -10%
SAM
2162
S.A. Mason
Michigan
$1.06M +$34.3K +160 +3%
TPWM
2163
Twelve Points Wealth Management
Massachusetts
$1.06M +$1.05M +4,894 New
GWCM
2164
Godshalk Welsh Capital Management
Pennsylvania
$1.06M
MPPLM
2165
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.06M +$23K +107 +2%
HPWM
2166
Highland Private Wealth Management
Washington
$1.05M -$898K -4,183 -46%
BWM
2167
Buckley Wealth Management
Nevada
$1.05M +$387K +1,803 +59%
GAB
2168
German American Bancorp
Indiana
$1.05M -$36.5K -170 -3%
BFPW
2169
BOK Financial Private Wealth
Colorado
$1.05M -$78.8K -367 -7%
KC
2170
Knuff & Co
California
$1.05M -$12.9K -60 -1%
WPW
2171
Warther Private Wealth
Ohio
$1.05M +$24.3K +113 +2%
4WM
2172
44 Wealth Management
Oregon
$1.05M -$165K -769 -14%
IIM
2173
Intact Investment Management
Quebec, Canada
$1.05M -$32.2K -150 -3%
KCM
2174
Knoll Capital Management
Florida
$1.05M
FC
2175
Financial Consulate
Maryland
$1.05M +$9.88K +46 +1%

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.