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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
JFA
3301
JNBA Financial Advisors
Minnesota
$597K
PW
3302
Potentia Wealth
California
$596K
FWP
3303
Flatrock Wealth Partners
California
$596K
AAMG
3304
AMG Asset Management Group
Georgia
$596K
OFG
3305
Oxford Financial Group
Indiana
$592K
WAM
3306
Winslow Asset Management
Ohio
$591K
UWPG
3307
Ullmann Wealth Partners Group
Florida
$590K
GC
3308
Garde Capital
Washington
$590K
GSAM
3309
Grant Street Asset Management
Pennsylvania
$589K
CBT
3310
CoreFirst Bank & Trust
Kansas
$589K
SWM
3311
Silverlake Wealth Management
Vermont
$589K
NWMG
3312
National Wealth Management Group
Ohio
$589K
SRA
3313
Secured Retirement Advisors
Minnesota
$588K
AGP
3314
Autumn Glory Partners
Texas
$587K
AZ
3315
Alpha Zero
Florida
$586K
XWL
3316
XXI Wealth LLC
Illinois
$585K
Verition Fund Management
3317
Verition Fund Management
Connecticut
$585K
MWM
3318
Manske Wealth Management
Texas
$582K
GSIS
3319
Global Strategic Investment Solutions
Arizona
$581K
KW
3320
KWB Wealth
California
$580K
MAG
3321
MRA Advisory Group
New Jersey
$580K
TFM
3322
TFC Financial Management
Massachusetts
$579K
MSWM
3323
Mowery & Schoenfeld Wealth Management
Illinois
$578K
IAG
3324
Ipsen Advisor Group
Arkansas
$578K
NIWA
3325
New Insight Wealth Advisors
California
$576K