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
SIC
3026
Samalin Investment Counsel
New York
$838K
HFS
3027
Howard Financial Services
Texas
$836K
BBPWM
3028
Blue Bell Private Wealth Management
Pennsylvania
$836K
TCM
3029
Tufton Capital Management
Maryland
$835K
HCWM
3030
Hidden Cove Wealth Management
Washington
$833K
AWAG
3031
ARS Wealth Advisors Group
Florida
$831K
CPA
3032
Cardiff Park Advisors
California
$828K
LWA
3033
Legacy Wealth Advisors
Florida
$828K
GCM
3034
Genus Capital Management
British Columbia, Canada
$828K
VAF
3035
Values Added Financial
District of Columbia
$827K
ALC
3036
Alexander Labrunerie & Co
Missouri
$827K
GWM
3037
Goldenstone Wealth Management
California
$826K
VDI
3038
Vaughan David Investments
Illinois
$826K
ERWM
3039
Elk River Wealth Management
Colorado
$825K
SPW
3040
Sonoma Private Wealth
California
$824K
FWM
3041
FFT Wealth Management
Pennsylvania
$823K
AFA
3042
Arlington Financial Advisors
California
$822K
YAVAPFMC
3043
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$822K
AIP
3044
ARS Investment Partners
New York
$822K
BOPW
3045
Brandywine Oak Private Wealth
Pennsylvania
$821K
PWA
3046
Physician Wealth Advisors
Utah
$820K
WAOI
3047
Wealth Advisors of Iowa
Iowa
$819K
GWA
3048
Gratus Wealth Advisors
Virginia
$819K
IF
3049
Integrity Financial
Wyoming
$818K
PCP
3050
Panoramic Capital Partners
Oregon
$818K