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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
TWM
2226
Thrive Wealth Management
Pennsylvania
$951K +$942K +4,388 New
WI
2227
Wedgewood Investors
Pennsylvania
$950K -$16.1K -75 -2%
LWA
2228
Lenox Wealth Advisors
New York
$950K +$15.9K +74 +2%
CAM
2229
Cozad Asset Management
Illinois
$950K +$37.6K +175 +4%
CCMD
2230
Cypress Capital Management (Delaware)
Delaware
$948K +$346K +1,613 +58%
STB
2231
S&T Bank
Pennsylvania
$947K -$12.2K -57 -1%
WHC
2232
Wulff, Hansen & Co
California
$947K +$938K +4,370 New
QPW
2233
Quantum Private Wealth
Florida
$946K +$938K +4,368 New
JSL
2234
JT Stratford LLC
Georgia
$945K +$183K +853 +24%
CCC
2235
Chelsea Counsel Company
California
$943K -$55.8K -260 -6%
BFIM
2236
Beese Fulmer Investment Management
Ohio
$943K +$8.37K +39 +0.9%
WCM
2237
Windsor Capital Management
Arizona
$941K -$39.9K -186 -4%
VC
2238
Veracity Capital
Georgia
$940K +$15.7K +73 +2%
MA
2239
MONECO Advisors
Connecticut
$938K +$53.7K +250 +7%
FAG
2240
Fortitude Advisory Group
Washington
$936K +$927K +4,320 New
AWM
2241
Altavista Wealth Management
North Carolina
$933K +$132K +614 +17%
FNBOH
2242
First National Bank of Hutchinson
Kansas
$933K +$301K +1,401 +48%
APIM
2243
Agate Pass Investment Management
Washington
$933K +$925K +4,307 New
TNA
2244
True North Advisors
Texas
$932K +$60.8K +283 +7%
RCG
2245
Resource Consulting Group
Florida
$932K +$923K +4,299 New
OWA
2246
Outlook Wealth Advisors
Texas
$931K -$32.8K -153 -3%
VAM
2247
Vienna Asset Management
California
$931K +$922K +4,293 New
WE
2248
Wealth Effects
Massachusetts
$927K +$919K +4,279 New
HA
2249
Hamel Associates
New Jersey
$924K -$1.9M -8,867 -68%
RHAM
2250
Round Hill Asset Management
California
$924K -$21.5K -100 -2%

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.