4,392 hedge funds and large institutions have $449B invested in Visa in 2026 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 1,913 increasing their positions, 1,848 reducing their positions, and 254 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 → $449B (-$78.3B)

21% less first-time investments, than exits

New positions opened: 201 | Existing positions closed: 254

24% less funds holding in top 10

Funds holding in top 10: 487369 (-118)

Holders
4,392
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
369
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
FC
3326
Fulcrum Capital
Washington
$563K
LFA
3327
Legend Financial Advisors
Pennsylvania
$562K
WMN
3328
Wealth Management Nebraska
Nebraska
$562K
EPW
3329
Endeavor Private Wealth
Kansas
$561K
NA
3330
Navellier & Associates
Nevada
$560K
MIG
3331
McGuire Investment Group
Rhode Island
$559K
CHA
3332
Cooper/Haims Advisors
New York
$558K
LI
3333
LifeWealth Investments
Florida
$557K
SCM
3334
Sunbeam Capital Management
Georgia
$556K
EAN
3335
Excelsior Advisor Network
Colorado
$555K
WAM
3336
Worth Asset Management
Texas
$555K
BWA
3337
Blodgett Wealth Advisors
California
$555K
DI
3338
Disciplined Investors
Texas
$554K
IA
3339
Invested Advisors
Pennsylvania
$554K
GRR
3340
Golden Reserve Retirement
Ohio
$554K
OIM
3341
Oder Investment Management
California
$553K
CIP
3342
Convergence Investment Partners
Florida
$552K
RB
3343
Rodgers Brothers
Pennsylvania
$551K
BAS
3344
Breakthru Advisory Services
Wisconsin
$549K
IWP
3345
Innova Wealth Partners
Pennsylvania
$547K
HFP
3346
Holistic Financial Partners
Indiana
$547K
ANBOT
3347
American National Bank of Texas
Texas
$546K
PWS
3348
Precision Wealth Strategies
Missouri
$546K
LAS
3349
LWM Advisory Services
Florida
$545K
AGA
3350
Arch Global Advisors
New York
$545K