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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
TA
2301
Tectonic Advisors
Texas
$871K -$1.93K -9 -0.2%
FC
2302
Fulcrum Capital
Washington
$870K -$36.3K -169 -4%
IAP
2303
Indie Asset Partners
Indiana
$869K -$57.5K -268 -6%
CCB
2304
Cutter & Co Brokerage
Missouri
$868K -$49.2K -229 -5%
KFP
2305
KB Financial Partners
New Jersey
$868K +$9.23K +43 +1%
SFG
2306
Sovereign Financial Group
Connecticut
$868K +$98.7K +460 +13%
HA
2307
Harbor Advisors
Florida
$867K +$859K +4,000 New
IIM
2308
Ironwood Investment Management
Massachusetts
$866K +$6.01K +28 +0.7%
AAM
2309
Arabesque Asset Management
United Kingdom
$866K +$149K +696 +21%
HWM
2310
Howard Wealth Management
Connecticut
$864K +$215 +1 +0%
CC
2311
Caxton Corporation
New Jersey
$863K +$100K +468 +13%
FC
2312
Forte Capital
New York
$861K -$110K -512 -11%
CFG
2313
Cooper Financial Group
California
$860K -$34.8K -162 -4%
SB
2314
Sunflower Bank
Texas
$860K -$23K -107 -3%
MAM
2315
McLean Asset Management
Virginia
$859K -$125K -584 -13%
HC
2316
Hoese & Co
Minnesota
$859K +$7.3K +34 +0.9%
OWA
2317
Opal Wealth Advisors
New York
$858K +$146K +679 +21%
ASBI
2318
American State Bank (Iowa)
Iowa
$857K -$36.5K -170 -4%
MFG
2319
Monte Financial Group
Connecticut
$857K +$183K +852 +27%
EA
2320
Emerald Advisers
Pennsylvania
$856K -$36.9K -172 -4%
DLCIG
2321
D.L. Carlson Investment Group
New Hampshire
$854K -$5.63M -26,222 -87%
CCP
2322
Clarkston Capital Partners
Michigan
$853K +$6.01K +28 +0.7%
DP
2323
DDD Partners
Washington
$849K +$841K +3,916 New
EFA
2324
Evernest Financial Advisors
Indiana
$849K +$659K +3,070 New
MJP
2325
Michael J. Puzo
$848K -$81.6K -380 -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.