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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
WIS
2426
Wright Investors Service
Connecticut
$715K -$429K -1,998 -38%
AFA
2427
Arlington Financial Advisors
California
$715K
PP
2428
Patron Partners
Texas
$715K +$4.29K +20 +0.6%
IAS
2429
Investment Advisory Services
Texas
$714K -$28.3K -132 -4%
SAM
2430
Strategy Asset Managers
California
$714K +$325K +1,516 +85%
BWP
2431
BSW Wealth Partners
Colorado
$713K -$69.8K -325 -9%
IIC
2432
Integrated Investment Consultants
Michigan
$712K +$14.2K +66 +2%
AWA
2433
Amplius Wealth Advisors
Pennsylvania
$711K +$704K +3,281 New
MFG
2434
Mission Financial Group
Nevada
$710K +$434K +2,024 New
EWM
2435
EPG Wealth Management
Georgia
$705K +$52K +242 +8%
AIM
2436
Axiom Investment Management
New York
$704K +$10.3K +48 +2%
FBA
2437
Front Barnett Associates
Illinois
$702K
OFG
2438
Omega Financial Group
California
$695K -$2.79K -13 -0.4%
WA
2439
Waverly Advisors
Alabama
$695K +$38.6K +180 +6%
CHJWM
2440
Carlton Hofferkamp & Jenks Wealth Management
Texas
$692K +$16.1K +75 +2%
MCM
2441
Morton Capital Management
California
$691K +$685K +3,191 New
GAM
2442
Gould Asset Management
California
$690K +$119K +555 +21%
FWP
2443
FAS Wealth Partners
Kansas
$689K +$273K +1,270 +66%
SWA
2444
SOA Wealth Advisors
New York
$688K +$116K +540 +21%
IA
2445
IFG Advisory
Georgia
$687K +$74.5K +347 +12%
WCA
2446
Westover Capital Advisors
Delaware
$686K -$226K -1,055 -25%
CBA
2447
Coastal Bridge Advisors
Connecticut
$683K +$372K +1,733 +124%
LFA
2448
Laraway Financial Advisors
Minnesota
$683K +$676K +3,150 New
CAG
2449
Curtis Advisory Group
California
$680K -$26.8K -125 -4%
ACM
2450
Allred Capital Management
Texas
$680K -$16.3K -76 -2%

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.