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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
BCM
2351
Brown Capital Management
Maryland
$801K
LWP
2352
Lumature Wealth Partners
Georgia
$801K +$43.6K +203 +6%
VAM
2353
Verity Asset Management
North Carolina
$799K +$57.5K +268 +8%
AIL
2354
AGF Investments LLC
Ontario, Canada
$798K -$94.2K -439 -11%
FP
2355
Fiduciary Planning
Florida
$798K -$66.8K -311 -8%
SAA
2356
Southeast Asset Advisors
Georgia
$793K -$52.8K -246 -6%
SLT
2357
St Louis Trust
Missouri
$793K
SCM
2358
Southport Capital Management
Tennessee
$791K -$140K -654 -15%
TCM
2359
Tufton Capital Management
Maryland
$791K +$25.8K +120 +3%
PCG
2360
Private Capital Group
Connecticut
$789K +$2.36K +11 +0.3%
SFP
2361
Sweet Financial Partners
Minnesota
$789K +$782K +3,643 New
JF
2362
JSF Financial
California
$788K -$289K -1,348 -27%
XS
2363
XR Securities
Illinois
$788K +$533K +2,484 +216%
LGA
2364
Lebenthal Global Advisors
New York
$787K +$488K +2,275 +227%
FPCG
2365
Fort Pitt Capital Group
Pennsylvania
$786K +$129K +601 +20%
ST
2366
Sentinel Trust
Texas
$786K +$779K +3,629 New
OPA
2367
Old Port Advisors
Maine
$785K +$644 +3 +0.1%
BO
2368
BRR OpCo
Ohio
$785K +$8.8K +41 +1%
TIM
2369
Tevis Investment Management
Texas
$783K +$773K +3,603 New
ECM
2370
Elgethun Capital Management
South Dakota
$782K +$1.5K +7 +0.2%
I
2371
INVST
Indiana
$782K +$5.58K +26 +0.7%
HG
2372
Harbor Group
New Hampshire
$781K
3F
2373
360 Financial
Minnesota
$778K -$8.59K -40 -1%
PCWA
2374
Pacific Capital Wealth Advisors
California
$778K +$18K +84 +2%
VV
2375
Verity & Verity
South Carolina
$778K +$30.9K +144 +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.