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
54.72%
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
TWM
3226
Trevian Wealth Management
Massachusetts
$661K +$965 +3 +0.1%
DBRC
3227
D.B. Root & Company
Pennsylvania
$660K +$21.2K +66 +3%
KWM
3228
Kingsman Wealth Management
Florida
$659K -$185K -575 -21%
GP
3229
Guardian Partners
Canada
$659K +$965 +3 +0.1%
PCM
3230
Princeton Capital Management
New Jersey
$658K -$53.1K -165 -7%
RA
3231
Riversedge Advisors
Delaware
$658K +$156K +486 +29%
ML
3232
Mayport LLC
Massachusetts
$658K +$84.9K +264 +14%
TCM
3233
Tuttle Capital Management
Connecticut
$657K
LFA
3234
Laraway Financial Advisors
Minnesota
$656K -$90K -280 -11%
IA
3235
Inspire Advisors
Idaho
$655K +$221K +686 +46%
AF
3236
Apollon Financial
South Carolina
$655K +$144K +447 +26%
TVAMP
3237
Tennessee Valley Asset Management Partners
Tennessee
$654K -$4.5K -14 -0.6%
OCM
3238
Osbon Capital Management
Massachusetts
$653K +$322 +1 +0%
LA
3239
LexAurum Advisors
Kansas
$653K +$695K +2,160 New
XPN
3240
XY Planning Network
Montana
$652K +$42.8K +133 +6%
AGC
3241
Aspen Grove Capital
Colorado
$652K +$101K +313 +17%
HPWM
3242
High Point Wealth Management
New Jersey
$652K +$965 +3 +0.1%
BPFA
3243
Barnes Pettey Financial Advisors
Mississippi
$652K +$64.3K +200 +10%
BFG
3244
Bouchey Financial Group
New York
$649K +$34.1K +106 +5%
SCA
3245
Sandy Cove Advisors
Massachusetts
$649K -$22.5K -70 -3%
CCM
3246
Charter Capital Management
Wisconsin
$649K +$322 +1 +0%
MAS
3247
MPWM Advisory Solutions
Georgia
$649K -$25.4K -79 -4%
SA
3248
Sonoma Allocations
California
$648K -$92.6K -288 -12%
SIP
3249
Snowwater Investment Partners
Connecticut
$646K +$96.8K +301 +16%
PCM
3250
Praxis Capital Management
Illinois
$643K +$1.29K +4 +0.2%

V Hedge Fund Activity: Q1 2026 in Review

4,452 of the 8,136 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.