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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
PWC
3076
Pathfinder Wealth Consulting
North Carolina
$790K
UWP
3077
Uniting Wealth Partners
Kansas
$790K
COCM
3078
Charter Oak Capital Management
New Hampshire
$789K
BWM
3079
BlackDiamond Wealth Management
New York
$789K
AF
3080
Atala Financial
California
$788K
CC
3081
Climber Capital
Switzerland
$788K
HTIM
3082
Harbour Trust & Investment Management
Indiana
$786K
TSMHT
3083
Thurston Springer Miller Herd & Titak
Indiana
$786K
NCTC
3084
New Covenant Trust Company
Indiana
$785K
HC
3085
Hamilton Capital
Ohio
$782K
AFC
3086
Avise Financial Cooperative
California
$782K
OIS
3087
OneAscent Investment Solutions
Alabama
$781K
SAM
3088
Sagewood Asset Management
New York
$781K
SCA
3089
St. Clair Advisors
Ohio
$781K
CA
3090
Cannon Advisors
North Carolina
$779K
PWA
3091
Primoris Wealth Advisors
Florida
$779K
VP
3092
Verum Partners
North Carolina
$778K
FVWA
3093
Foster Victor Wealth Advisors
South Carolina
$778K
CST
3094
Charles Schwab Trust
Nevada
$776K
HKIMG
3095
Hutchens & Kramer Investment Management Group
Indiana
$775K
PA
3096
Promethium Advisors
Maryland
$774K
MTIC
3097
Missouri Trust & Investment Company
Missouri
$773K
LF
3098
Lee Financial
Texas
$773K
IAS
3099
Investment Advisory Services
Texas
$772K
HHCP
3100
Hilton Head Capital Partners
South Carolina
$771K