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
LW
3351
Livet Wealth
Utah
$544K
WS
3352
Wilian Securities
Minnesota
$544K
FC
3353
FCA Corp
Texas
$544K
GA
3354
Goldstein Advisors
Wisconsin
$544K
APG
3355
Abacus Planning Group
South Carolina
$543K
HCA
3356
Hardworking Capital Advisors
California
$542K
IAG
3357
Investmark Advisory Group
Connecticut
$542K
MWA
3358
Motive Wealth Advisors
Michigan
$541K
DPI
3359
Diversified Portfolios Inc
Michigan
$539K
PCI
3360
Planning Center Inc
Illinois
$539K
SFG
3361
SageGuard Financial Group
Tennessee
$539K
FSA
3362
Financial Security Advisor
Virginia
$537K
EFG
3363
Embree Financial Group
Illinois
$537K
WIM
3364
Warwick Investment Management
Texas
$537K
GTWM
3365
Global Trust Wealth Management
Florida
$536K
DFCM
3366
Dark Forest Capital Management
Puerto Rico
$536K
TPWA
3367
Twin Peaks Wealth Advisors
California
$535K
BAM
3368
Bellevue Asset Management
Washington
$534K
FA
3369
FDx Advisors
Illinois
$533K
BWM
3370
BNC Wealth Management
Oregon
$533K
AFGAS
3371
Allegiance Financial Group Advisory Services
Virginia
$532K
TWM
3372
Tanager Wealth Management
United Kingdom
$532K
DWM
3373
Daner Wealth Management
Georgia
$532K
FAG
3374
Fortitude Advisory Group
Washington
$529K
CA
3375
COFG Advisors
Illinois
$528K