We are live on ! Find out more

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
AF
3001
Align Financial
Minnesota
$869K
PHAM
3002
Palisades Hudson Asset Management
Florida
$868K
TCM
3003
TruNorth Capital Management
Michigan
$866K
LRIA
3004
Leonard Rickey Investment Advisors
Washington
$864K
CCA
3005
Coign Capital Advisors
Utah
$863K
SF
3006
Seek First
California
$861K
BHBT
3007
Burke & Herbert Bank & Trust
Virginia
$860K
HWMO
3008
Heritage Wealth Management (Ohio)
Ohio
$858K
IF
3009
Intrua Financial
Texas
$858K
AWA
3010
Acorn Wealth Advisors
Michigan
$855K
TFA
3011
Tranquilli Financial Advisor
New Jersey
$855K
WMA
3012
Wealth Management Associates
New Jersey
$855K
RWI
3013
Red Wave Investments
Pennsylvania
$851K
CA
3014
Crumly & Associates
Illinois
$849K
SC
3015
Stolper & Co
Oklahoma
$846K
WDL
3016
Well Done LLC
Michigan
$845K
TCM
3017
Towercrest Capital Management
Pennsylvania
$845K
GAM
3018
Gemmer Asset Management
California
$845K
FIC
3019
FCG Investment Company
Tennessee
$845K
SIAG
3020
Safeguard Investment Advisory Group
California
$844K
LA
3021
Latitude Advisors
Florida
$844K
4WM
3022
44 Wealth Management
Oregon
$842K
GWM
3023
Gilpin Wealth Management
Colorado
$842K
FFO
3024
Fortitude Family Office
Arizona
$842K
MFG
3025
Midwest Financial Group
Kansas
$841K