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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
TRIA
3351
Trail Ridge Investment Advisors
Colorado
$564K
Aristotle Capital Management
3352
Aristotle Capital Management
California
$564K
RSA
3353
River Street Advisors
Illinois
$564K
FC
3354
Fulcrum Capital
Washington
$563K
LFA
3355
Legend Financial Advisors
Pennsylvania
$562K
WMN
3356
Wealth Management Nebraska
Nebraska
$562K
EPW
3357
Endeavor Private Wealth
Kansas
$561K
NA
3358
Navellier & Associates
Nevada
$560K
MIG
3359
McGuire Investment Group
Rhode Island
$559K
CHA
3360
Cooper/Haims Advisors
New York
$558K
LC
3361
Lavelle Capital
California
$557K
LI
3362
LifeWealth Investments
Florida
$557K
SCM
3363
Sunbeam Capital Management
Georgia
$556K
EAN
3364
Excelsior Advisor Network
Colorado
$555K
WAM
3365
Worth Asset Management
Texas
$555K
BWA
3366
Blodgett Wealth Advisors
California
$555K
DI
3367
Disciplined Investors
Texas
$554K
IA
3368
Invested Advisors
Pennsylvania
$554K
GRR
3369
Golden Reserve Retirement
Ohio
$554K
OIM
3370
Oder Investment Management
California
$553K
CIP
3371
Convergence Investment Partners
Florida
$552K
RB
3372
Rodgers Brothers
Pennsylvania
$551K
BAS
3373
Breakthru Advisory Services
Wisconsin
$549K
IWP
3374
Innova Wealth Partners
Pennsylvania
$547K
HFP
3375
Holistic Financial Partners
Indiana
$547K