We are live on ! Find out more

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
WAOI
3051
Wealth Advisors of Iowa
Iowa
$819K +$56.9K +177 +7%
GWA
3052
Gratus Wealth Advisors
Virginia
$819K +$10.3K +32 +1%
IF
3053
Integrity Financial
Wyoming
$818K +$191K +595 +28%
PCP
3054
Panoramic Capital Partners
Oregon
$818K -$19K -59 -2%
SHFG
3055
S Harris Financial Group
Texas
$817K +$169K +527 +24%
AIS
3056
AM Investment Strategies
Tennessee
$816K
YIM
3057
Yoffe Investment Management
Pennsylvania
$815K
BWM
3058
Blossom Wealth Management
California
$815K -$37K -115 -4%
CP
3059
Clarendon Private
Massachusetts
$813K +$264K +820 +44%
IWP
3060
Integrity Wealth Partners
California
$812K +$864K +2,688 New
MWM
3061
MOKAN Wealth Management
Kansas
$810K -$543K -1,688 -39%
SGCA
3062
Steel Grove Capital Advisors
Tennessee
$809K +$43.4K +135 +5%
AFG
3063
Allegheny Financial Group
Pennsylvania
$809K +$6.11K +19 +0.7%
PWM
3064
Proathlete Wealth Management
Florida
$808K -$14.8K -46 -2%
DWS
3065
Discipline Wealth Solutions
South Carolina
$808K +$125K +390 +17%
KA
3066
KDT Advisors
New York
$807K -$404K -1,257 -32%
KFA
3067
Kelleher Financial Advisors
New York
$807K +$182K +566 +27%
ST
3068
Sageworth Trust
Pennsylvania
$806K +$546K +1,698 +175%
SPWG
3069
Sage Private Wealth Group
Illinois
$806K +$2.25K +7 +0.3%
SC
3070
Sierra Capital
Florida
$804K +$86.5K +269 +11%
BB
3071
Burford Brothers
Texas
$804K -$9.65K -30 -1%
MWM
3072
Maripau Wealth Management
Indiana
$802K +$41.2K +128 +5%
LMFP
3073
Larry Mathis Financial Planning
Arizona
$802K +$214K +667 +34%
OFO
3074
OneAscent Family Office
Alabama
$802K +$57.6K +179 +7%
CC
3075
Clearwave Capital
California
$800K +$61.1K +190 +8%

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.