We are live on ! Find out more

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
KIG
2401
Kowal Investment Group
Wisconsin
$751K +$38.9K +181 +6%
FCFS
2402
First Command Financial Services
Texas
$749K +$14.8K +69 +2%
BP
2403
BBR Partners
New York
$746K -$859K -4,001 -54%
CWM
2404
Connecticut Wealth Management
Connecticut
$746K +$26.8K +125 +4%
NED
2405
Nancy E. Dempze
$744K
APA
2406
Astoria Portfolio Advisors
New York
$742K +$735K +3,423 New
PL
2407
Plancorp LLC
Missouri
$739K -$18.7K -87 -2%
LAI
2408
Legal Advantage Investments
California
$737K -$21.5K -100 -3%
MCS
2409
Metatron Capital SICAV
Malta
$737K +$730K +3,400 New
SGCA
2410
Steel Grove Capital Advisors
Tennessee
$736K +$30.3K +141 +4%
BHBT
2411
Burke & Herbert Bank & Trust
Virginia
$734K
RP
2412
Riverwater Partners
Wisconsin
$734K +$727K +3,388 New
IWA
2413
Intercontinental Wealth Advisors
Texas
$733K +$70.4K +328 +11%
CFO
2414
CVA Family Office
Colorado
$731K +$602K +2,806 +497%
CL
2415
CPWM LLC
Washington
$730K +$704K +3,278 New
ACA
2416
Ackerman Capital Advisors
Texas
$729K
MTIC
2417
Missouri Trust & Investment Company
Missouri
$729K +$722K +3,364 New
DA
2418
Detalus Advisors
Missouri
$726K
BFA
2419
Bragg Financial Advisors
North Carolina
$723K
CAM
2420
CenterStar Asset Management
Illinois
$721K
KW
2421
KWB Wealth
California
$718K +$859 +4 +0.1%
OR
2422
Olympiad Research
Connecticut
$717K +$156K +727 +28%
BCA
2423
Biltmore Capital Advisors
New Jersey
$716K -$76.9K -358 -10%
DWM
2424
Dorchester Wealth Management
Quebec, Canada
$716K -$48.3K -225 -6%
HTHT
2425
Hemenway Trust Hemenway Trust
New Hampshire
$716K -$5.8K -27 -0.8%

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.