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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
BWM
3051
Blossom Wealth Management
California
$815K
CP
3052
Clarendon Private
Massachusetts
$813K
IWP
3053
Integrity Wealth Partners
California
$812K
MWM
3054
MOKAN Wealth Management
Kansas
$810K
SGCA
3055
Steel Grove Capital Advisors
Tennessee
$809K
AFG
3056
Allegheny Financial Group
Pennsylvania
$809K
PWM
3057
Proathlete Wealth Management
Florida
$808K
DWS
3058
Discipline Wealth Solutions
South Carolina
$808K
KA
3059
KDT Advisors
New York
$807K
KFA
3060
Kelleher Financial Advisors
New York
$807K
ST
3061
Sageworth Trust
Pennsylvania
$806K
SPWG
3062
Sage Private Wealth Group
Illinois
$806K
SC
3063
Sierra Capital
Florida
$804K
BB
3064
Burford Brothers
Texas
$804K
MWM
3065
Maripau Wealth Management
Indiana
$802K
LMFP
3066
Larry Mathis Financial Planning
Arizona
$802K
OFO
3067
OneAscent Family Office
Alabama
$802K
CC
3068
Clearwave Capital
California
$800K
OFW
3069
Omnia Family Wealth
Florida
$798K
AA
3070
Addison Advisors
Vermont
$797K
GCA
3071
Gradient Capital Advisors
California
$795K
DWP
3072
Destiny Wealth Partners
Florida
$794K
PWC
3073
Pathfinder Wealth Consulting
North Carolina
$790K
UWP
3074
Uniting Wealth Partners
Kansas
$790K
COCM
3075
Charter Oak Capital Management
New Hampshire
$789K