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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
CDIA
2326
Capital Directions Investment Advisors
Georgia
$846K +$26.8K +125 +3%
EI
2327
Ellevest Inc
New York
$845K +$48.3K +225 +6%
HCP
2328
Holt Capital Partners
Texas
$844K -$4.51K -21 -0.5%
EWM
2329
Elmwood Wealth Management
California
$842K +$834K +3,885 New
SFG
2330
StrategIQ Financial Group
Indiana
$841K +$265K +1,234 +47%
AMCA
2331
Arthur M. Cohen & Associates
Illinois
$834K -$34.3K -160 -4%
BDS
2332
Banco de Sabadell
Florida
$834K +$823K +3,835 New
AWA
2333
Alta Wealth Advisors
Massachusetts
$833K -$591K -2,755 -42%
WFMPM
2334
Woodley Farra Manion Portfolio Management
Indiana
$832K -$24.5K -114 -3%
NEWAS
2335
N.E.W. Advisory Services
Wisconsin
$830K
ACWM
2336
Adams Chetwood Wealth Management
North Carolina
$829K +$3.86K +18 +0.5%
PGWM
2337
Parisi Gray Wealth Management
New Jersey
$829K +$4.94K +23 +0.6%
KFGK
2338
Keystone Financial Group (Kentucky)
Kentucky
$829K +$12.7K +59 +2%
AFM
2339
Andesa Financial Management
Pennsylvania
$825K +$77.1K +359 +10%
SDWMA
2340
Schneider Downs Wealth Management Advisors
Pennsylvania
$822K -$41.9K -195 -5%
MCWA
2341
Meadow Creek Wealth Advisors
Georgia
$819K +$811K +3,779 New
FPWM
2342
FSB Premier Wealth Management
Iowa
$818K +$130K +607 +19%
BC
2343
BIT Capital
Germany
$817K +$809K +3,770 New
MCC
2344
Money Concepts Capital
Florida
$816K +$808K +3,764 New
WW
2345
Waterfront Wealth
Kansas
$815K -$644 -3 -0.1%
AWP
2346
Accretive Wealth Partners
New Jersey
$813K +$53.2K +248 +7%
PMA
2347
Prudent Man Advisors
Illinois
$811K -$1.93K -9 -0.2%
HKIMG
2348
Hutchens & Kramer Investment Management Group
Indiana
$809K +$795K +3,704 New
PGWM
2349
Pitti Group Wealth Management
New York
$806K +$799K +3,720 New
TCOT
2350
Trust Company of Toledo
Ohio
$804K +$29K +135 +4%

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.