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4,452 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, 1,941 increasing their positions, 1,869 reducing their positions, and 255 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 1,941 | Existing positions reduced: 1,869

2% less call options, than puts

Call options by funds: $4.89B | Put options by funds: $4.98B

1.74% less ownership

Funds ownership: 88.92%87.18% (-1.7%)

3% less funds holding

Funds holding: 4,5934,452 (-141)

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
4,452
Holders Change
-141
Holders Change %
-3.07%
% of All Funds
54.71%
Holding in Top 10
372
Holding in Top 10 Change
-117
Holding in Top 10 Change %
-23.93%
% of All Funds
4.57%
New
202
Increased
1,941
Reduced
1,869
Closed
255
Calls
$4.89B
Puts
$4.98B
Net Calls
-$91.7M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
2901
SOA Wealth Advisors
New York
$989K +$127K +396 +2%
WIA
2902
Westbourne Investment Advisors
Maryland
$985K -$32.2K -100 -3%
PAS
2903
PKS Advisory Services
New York
$985K +$315K +980 +31%
DA
2904
Dover Advisors
Virginia
$984K +$65K +202 +7%
RYIA
2905
Roehl & Yi Investment Advisors
Oregon
$984K +$175K +545 +1%
CCM
2906
Cloud Capital Management
Washington
$984K +$43.4K +135 +4%
GCP
2907
Guardian Capital (Pennsylvania)
Pennsylvania
$983K -$629K -1,957 -38%
RA
2908
Rockingstone Advisors
Massachusetts
$982K +$3.22K +10 +0.3%
HAFG
2909
Hansen & Associates Financial Group
California
$981K -$92.6K -288 -8%
SCM
2910
Stevens Capital Management
Pennsylvania
$980K +$1.04M +3,244 New
QFW
2911
QTR Family Wealth
Florida
$975K -$78.8K -245 -7%
MAM
2912
McLaughlin Asset Management
Illinois
$974K
AFW
2913
Avantra Family Wealth
Pennsylvania
$970K -$341K -1,061 -25%
WE
2914
Wealth Effects
Massachusetts
$969K +$1.61K +5 +0.2%
KA
2915
Kearns & Associates
California
$967K
EL
2916
EWA LLC
Pennsylvania
$965K +$119K +370 +13%
RSC
2917
Red Spruce Capital
Pennsylvania
$965K -$14.1K -44 -1%
SMA
2918
Sage Mountain Advisors
Georgia
$964K -$4.3M -13,359 -81%
CNBOF
2919
City National Bank of Florida
Florida
$964K -$148K -460 -13%
CPW
2920
Crestmont Private Wealth
Texas
$963K +$49.5K +154 +5%
MHC
2921
May Hill Capital
Massachusetts
$963K +$59.2K +184 +6%
HPC
2922
Hobart Private Capital
North Carolina
$959K -$663K -2,063 -39%
UIM
2923
Unified Investment Management
Georgia
$959K +$26.7K +83 +3%
SDWMA
2924
Schneider Downs Wealth Management Advisors
Pennsylvania
$959K -$1.29K -4 -0.1%
KCM
2925
KRS Capital Management
Michigan
$955K -$1.93K -6 -0.2%

V Hedge Fund Activity: Q1 2026 in Review

4,452 of the 8,137 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q1 2026, worth a combined $450B — down 15% from $528B a quarter earlier.

Sellers outnumbered buyers: 255 funds closed out of V and 202 opened new positions — a net loss of 53 holders — while 1,869 trimmed existing stakes and 1,941 added.

The largest buyer was Diamant Asset Management, adding an estimated $2.35B. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $2.91B sold.

  • 4,452 institutional investors held Visa (V) as of Q1 2026, down from 4,593 in Q4 2025.
  • Funds reported $450B of Visa stock for Q1 2026, down 15% quarter-over-quarter.
  • 202 funds opened new Visa positions in Q1 2026 and 255 closed out, a net change of -53 holders.
  • The largest Visa buyer in Q1 2026 was Diamant Asset Management, an estimated $2.35B added.
  • The largest Visa seller in Q1 2026 was Berkshire Hathaway, an estimated $2.91B sold.

Based on aggregated 13F filings for Q1 2026.