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4,432 hedge funds and large institutions have $450B invested in Visa in 2026 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 1,933 increasing their positions, 1,866 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: 201 | Existing positions closed: 255

24% less funds holding in top 10

Funds holding in top 10: 488371 (-117)

Holders
4,432
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
371
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
3376
Livet Wealth
Utah
$544K
WS
3377
Wilian Securities
Minnesota
$544K
FC
3378
FCA Corp
Texas
$544K
GA
3379
Goldstein Advisors
Wisconsin
$544K
APG
3380
Abacus Planning Group
South Carolina
$543K
RA
3381
Ruggaard & Associates
Ohio
$542K
HCA
3382
Hardworking Capital Advisors
California
$542K
IAG
3383
Investmark Advisory Group
Connecticut
$542K
MWA
3384
Motive Wealth Advisors
Michigan
$541K
DPI
3385
Diversified Portfolios Inc
Michigan
$539K
PCI
3386
Planning Center Inc
Illinois
$539K
SFG
3387
SageGuard Financial Group
Tennessee
$539K
FSA
3388
Financial Security Advisor
Virginia
$537K
EFG
3389
Embree Financial Group
Illinois
$537K
WIM
3390
Warwick Investment Management
Texas
$537K
GTWM
3391
Global Trust Wealth Management
Florida
$536K
DFCM
3392
Dark Forest Capital Management
Puerto Rico
$536K
TPWA
3393
Twin Peaks Wealth Advisors
California
$535K
BAM
3394
Bellevue Asset Management
Washington
$534K
FA
3395
FDx Advisors
Illinois
$533K
BWM
3396
BNC Wealth Management
Oregon
$533K
AFGAS
3397
Allegiance Financial Group Advisory Services
Virginia
$532K
TWM
3398
Tanager Wealth Management
United Kingdom
$532K
DWM
3399
Daner Wealth Management
Georgia
$532K
FAG
3400
Fortitude Advisory Group
Washington
$529K