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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
SFG
2451
SNS Financial Group
Minnesota
$680K -$859 -4 -0.1%
LIA
2452
LBMC Investment Advisors
Tennessee
$677K -$1.23M -5,748 -65%
BFWA
2453
Benchmark Financial Wealth Advisors
Florida
$677K +$12.9K +60 +2%
CF
2454
Copperwynd Financial
Arizona
$677K +$30.1K +140 +5%
BAM
2455
Bellevue Asset Management
Washington
$675K
BEW
2456
Burton Enright Welch
California
$673K +$667K +3,106 New
BCM
2457
Bienville Capital Management
New York
$673K
NC
2458
NinePointTwo Capital
California
$673K
TWM
2459
Tradition Wealth Management
Minnesota
$671K -$26.8K -125 -4%
BFIC
2460
Bedell Frazier Investment Counselling
California
$670K +$433K +2,019 +189%
WH
2461
Willner & Heller
California
$670K +$645K +3,006 New
FCM
2462
Fourpath Capital Management
Oklahoma
$670K +$664K +3,091 New
OIA
2463
Optimum Investment Advisors
Illinois
$669K -$8.59K -40 -1%
SHA
2464
Seneca House Advisors
Virginia
$668K -$261K -1,215 -28%
ME
2465
McIlrath & Eck
Washington
$668K +$5.15K +24 +0.8%
WA
2466
Waddell & Associates
Tennessee
$667K -$3K -14 -0.5%
MMHP
2467
Murphy Middleton Hinkle & Parker
Georgia
$667K
CIP
2468
Convergence Investment Partners
Florida
$666K -$34.6K -161 -5%
AC
2469
Annandale Capital
Texas
$666K +$660K +3,073 New
PFA
2470
Pure Financial Advisors
California
$664K -$157K -731 -19%
TCPWM
2471
Traverso Chambers Private Wealth Management
California
$663K
CANY
2472
Caxton Associates (New York)
New York
$662K -$1.49M -6,945 -69%
RWI
2473
Red Wave Investments
Pennsylvania
$662K -$3.65K -17 -0.6%
GIP
2474
Greatmark Investment Partners
Georgia
$662K
PA
2475
Probity Advisors
Texas
$661K -$5.15K -24 -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.