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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
PIM
2276
Perpetual Investment Management
Australia
$896K +$112K +523 +14%
CC
2277
Commons Capital
Massachusetts
$896K +$887K +4,133 New
MA
2278
MJP Associates
Connecticut
$892K +$87.2K +406 +11%
VC
2279
Vicus Capital
Pennsylvania
$892K +$754K +3,511 New
WIC
2280
Woodmont Investment Counsel
Tennessee
$891K -$1.93K -9 -0.2%
AIS
2281
AM Investment Strategies
Tennessee
$891K
KA
2282
Kercheville Advisors
Texas
$889K +$85.9K +400 +11%
FMWA
2283
Forvis Mazars Wealth Advisors
Missouri
$888K -$17.8K -83 -2%
EA
2284
Echo45 Advisors
California
$888K +$880K +4,098 New
DAM
2285
Delta Asset Management
Tennessee
$887K -$8.59K -40 -1%
ATC
2286
Adirondack Trust Company
New York
$887K +$10.3K +48 +1%
BWA
2287
Blodgett Wealth Advisors
California
$887K +$879K +4,095 New
CFO
2288
Collective Family Office
Pennsylvania
$885K -$29.2K -136 -3%
AA
2289
Aire Advisors
California
$884K +$876K +4,081 New
PWAG
2290
Polaris Wealth Advisory Group
California
$883K -$147K -687 -14%
APW
2291
Acima Private Wealth
Virginia
$882K -$21.3K -99 -2%
FBFS
2292
First Business Financial Services
Wisconsin
$881K +$24K +112 +3%
GWS
2293
Glassman Wealth Services
Virginia
$881K +$97K +452 +13%
GWANC
2294
Guardian Wealth Advisors (North Carolina)
North Carolina
$878K +$870K +4,052 New
PCMN
2295
Paradigm Capital Management (Nevada)
Nevada
$876K +$868K +4,042 New
MIM
2296
Meridiem Investment Management
United Kingdom
$875K -$322K -1,500 -27%
ZF
2297
Zhang Financial
Michigan
$875K +$37.4K +174 +5%
HCP
2298
Hexagon Capital Partners
Arkansas
$875K +$66.3K +309 +8%
CBN
2299
Cadence Bank NA
Texas
$874K +$17.8K +83 +2%
DW
2300
Domani Wealth
Pennsylvania
$872K -$13.1K -61 -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.