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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
SHFG
3051
S Harris Financial Group
Texas
$817K
AIS
3052
AM Investment Strategies
Tennessee
$816K
YIM
3053
Yoffe Investment Management
Pennsylvania
$815K
BWM
3054
Blossom Wealth Management
California
$815K
CP
3055
Clarendon Private
Massachusetts
$813K
IWP
3056
Integrity Wealth Partners
California
$812K
MWM
3057
MOKAN Wealth Management
Kansas
$810K
SGCA
3058
Steel Grove Capital Advisors
Tennessee
$809K
AFG
3059
Allegheny Financial Group
Pennsylvania
$809K
PWM
3060
Proathlete Wealth Management
Florida
$808K
DWS
3061
Discipline Wealth Solutions
South Carolina
$808K
KA
3062
KDT Advisors
New York
$807K
KFA
3063
Kelleher Financial Advisors
New York
$807K
ST
3064
Sageworth Trust
Pennsylvania
$806K
SPWG
3065
Sage Private Wealth Group
Illinois
$806K
SC
3066
Sierra Capital
Florida
$804K
BB
3067
Burford Brothers
Texas
$804K
MWM
3068
Maripau Wealth Management
Indiana
$802K
LMFP
3069
Larry Mathis Financial Planning
Arizona
$802K
OFO
3070
OneAscent Family Office
Alabama
$802K
CC
3071
Clearwave Capital
California
$800K
OFW
3072
Omnia Family Wealth
Florida
$798K
AA
3073
Addison Advisors
Vermont
$797K
GCA
3074
Gradient Capital Advisors
California
$795K
DWP
3075
Destiny Wealth Partners
Florida
$794K