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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
PFG
3276
PAX Financial Group
Texas
$610K
ME
3277
McIlrath & Eck
Washington
$610K
FCIM
3278
Fairview Capital Investment Management
California
$610K
HP
3279
Haven Private
Florida
$610K
MCM
3280
Monarch Capital Management
Indiana
$609K
TPBG
3281
Turning Point Benefit Group
Maryland
$609K
CFFP
3282
Center for Financial Planning
Michigan
$606K
EAM
3283
Evanson Asset Management
California
$606K
MMHP
3284
Murphy Middleton Hinkle & Parker
Georgia
$606K
PWM
3285
Peck Wealth Management
New York
$605K
CRA
3286
Clear Retirement Advice
California
$605K
WPW
3287
Warther Private Wealth
Ohio
$604K
BOA
3288
Birnam Oak Advisors
New York
$604K
JFG
3289
Juno Financial Group
Virginia
$604K
MUAMU
3290
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$604K
BWA
3291
BlueChip Wealth Advisors
Georgia
$603K
FPCP
3292
Fort Point Capital Partners
California
$602K
JDLA
3293
J. Derek Lewis & Associates
California
$601K
VAM
3294
Verity Asset Management
North Carolina
$601K
LC
3295
Lincoln Capital
Nebraska
$601K
PCMNC
3296
Piedmont Capital Management (North Carolina)
North Carolina
$599K
IWP
3297
Invenio Wealth Partners
Florida
$598K
WPWM
3298
Western Pacific Wealth Management
Illinois
$598K
TWP
3299
Tower Wealth Partners
Pennsylvania
$598K
RMC
3300
Ring Mountain Capital
California
$597K