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4,439 hedge funds and large institutions have $450B invested in Visa in 2026 Q1 according to their latest regulatory filings, with 202 funds opening new positions, 1,936 increasing their positions, 1,868 reducing their positions, and 255 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

15% less capital invested

Capital invested by funds: $528B → $450B (-$77.9B)

21% less first-time investments, than exits

New positions opened: 202 | Existing positions closed: 255

24% less funds holding in top 10

Funds holding in top 10: 489372 (-117)

Holders
4,439
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
372
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.89B
Puts
$4.98B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
2526
Prosperity Financial Group
California
$1.47M
SP
2527
Stonebrook Private
Michigan
$1.47M
WPW
2528
Watershed Private Wealth
Illinois
$1.47M
PWA
2529
Pitcairn Wealth Advisors
Pennsylvania
$1.46M
AWM
2530
Atticus Wealth Management
Florida
$1.46M
MA
2531
MJP Associates
Connecticut
$1.46M
NDSI
2532
Newman Dignan & Sheerar Inc
Rhode Island
$1.46M
HCP
2533
Hexagon Capital Partners
Arkansas
$1.45M
RP
2534
Riverwater Partners
Wisconsin
$1.45M
AW
2535
Alteri Wealth
California
$1.45M
BPW
2536
Bingham Private Wealth
California
$1.45M
WHCI
2537
W.H. Cornerstone Investments
Massachusetts
$1.45M
KA
2538
Kozak & Associates
Colorado
$1.45M
CPC
2539
Cookson Peirce & Co
Pennsylvania
$1.44M
AG
2540
ASO Group
$1.44M
TWP
2541
Tempus Wealth Planning
California
$1.44M
PWM
2542
Prentice Wealth Management
New York
$1.44M
SSA
2543
Shepherd Street Advisors
California
$1.44M
PPWM
2544
Perissos Private Wealth Management
Oklahoma
$1.44M
LAM
2545
Lewis Asset Management
California
$1.44M
KIM
2546
Kane Investment Management
California
$1.43M
GPWM
2547
Grant Private Wealth Management
California
$1.43M
CWM
2548
Castle Wealth Management
Florida
$1.43M
MCIA
2549
Mountain Capital Investment Advisors
Colorado
$1.43M
AIM
2550
Alhambra Investment Management
Florida
$1.43M