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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
GIM
2251
Groesbeck Investment Management
New Jersey
$922K -$85.9K -400 -9%
PP
2252
PDS Planning
Ohio
$921K +$155K +722 +20%
MPCG
2253
Matrix Private Capital Group
New York
$920K +$8.37K +39 +0.9%
VF
2254
Vista Finance
Missouri
$919K +$911K +4,243 New
CWP
2255
Concord Wealth Partners
Virginia
$917K +$357K +1,661 +65%
EFSCE
2256
Enterprise Financial Services Corp (EFSC)
Missouri
$914K -$92.1K -429 -9%
BCP
2257
Berkeley Capital Partners
Georgia
$914K +$11.8K +55 +1%
LHC
2258
Little House Capital
Massachusetts
$913K -$483K -2,248 -35%
BA
2259
Bluesphere Advisors
Pennsylvania
$913K
WMA
2260
Wealth Management Associates
New Jersey
$912K +$97.2K +453 +12%
HL
2261
HeadInvest LLC
Maine
$911K -$30.1K -140 -3%
AWM
2262
Accurate Wealth Management
Florida
$911K +$48.9K +228 +6%
SAM
2263
Synergy Asset Management
Washington
$910K -$10.5M -49,094 -92%
SFWC
2264
Strategic Family Wealth Counselors
New Jersey
$910K
CBFP
2265
Cedar Brook Financial Partners
Ohio
$908K -$69.1K -322 -7%
PWSG
2266
Pacific Wealth Strategies Group
California
$908K +$51.3K +239 +6%
CWM
2267
Cedar Wealth Management
California
$907K +$204K +951 +29%
CST
2268
Charles Schwab Trust
Nevada
$906K +$373K +1,736 +71%
BIA
2269
Bigelow Investment Advisors
Maine
$905K -$12.5K -58 -1%
MCWS
2270
McKinley Carter Wealth Services
West Virginia
$904K -$12K -56 -1%
RWA
2271
Rainsberger Wealth Advisors
Colorado
$898K +$890K +4,146 New
SWRP
2272
Summit Wealth & Retirement Planning
California
$897K -$63.1K -294 -7%
UC
2273
Unio Capital
New Jersey
$896K +$817K +3,808 +8%
PSC
2274
Prentiss Smith & Co
Vermont
$896K -$6.66K -31 -0.7%
KFS
2275
Kaizen Financial Strategies
California
$896K +$21.9K +102 +3%

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.