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4,432 hedge funds and large institutions have $450B invested in Visa in 2026 Q1 according to their latest regulatory filings, with 200 funds opening new positions, 1,933 increasing their positions, 1,867 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)

22% less first-time investments, than exits

New positions opened: 200 | Existing positions closed: 255

24% less funds holding in top 10

Funds holding in top 10: 488371 (-117)

Holders
4,432
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
371
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
LRIA
3001
Leonard Rickey Investment Advisors
Washington
$864K
CCA
3002
Coign Capital Advisors
Utah
$863K
SF
3003
Seek First
California
$861K
BHBT
3004
Burke & Herbert Bank & Trust
Virginia
$860K
HWMO
3005
Heritage Wealth Management (Ohio)
Ohio
$858K
IF
3006
Intrua Financial
Texas
$858K
AWA
3007
Acorn Wealth Advisors
Michigan
$855K
TFA
3008
Tranquilli Financial Advisor
New Jersey
$855K
WMA
3009
Wealth Management Associates
New Jersey
$855K
RWI
3010
Red Wave Investments
Pennsylvania
$851K
CA
3011
Crumly & Associates
Illinois
$849K
SC
3012
Stolper & Co
Oklahoma
$846K
WDL
3013
Well Done LLC
Michigan
$845K
TCM
3014
Towercrest Capital Management
Pennsylvania
$845K
GAM
3015
Gemmer Asset Management
California
$845K
FIC
3016
FCG Investment Company
Tennessee
$845K
SIAG
3017
Safeguard Investment Advisory Group
California
$844K
LA
3018
Latitude Advisors
Florida
$844K
4WM
3019
44 Wealth Management
Oregon
$842K
GWM
3020
Gilpin Wealth Management
Colorado
$842K
FFO
3021
Fortitude Family Office
Arizona
$842K
MFG
3022
Midwest Financial Group
Kansas
$841K
SIC
3023
Samalin Investment Counsel
New York
$838K
HFS
3024
Howard Financial Services
Texas
$836K
BBPWM
3025
Blue Bell Private Wealth Management
Pennsylvania
$836K