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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
AFGAS
3401
Allegiance Financial Group Advisory Services
Virginia
$532K
TWM
3402
Tanager Wealth Management
United Kingdom
$532K
DWM
3403
Daner Wealth Management
Georgia
$532K
FAG
3404
Fortitude Advisory Group
Washington
$529K
FSAG
3405
Financial Solutions Advisory Group
Illinois
$529K
CA
3406
COFG Advisors
Illinois
$528K
BHCM
3407
Brevan Howard Capital Management
Jersey
$526K
CF
3408
Carter Financial
California
$526K
PFM
3409
Potomac Fund Management
Florida
$525K
CFP
3410
Cypress Financial Planning
New Jersey
$524K
BFG
3411
Beto Financial Group
Idaho
$524K
CIM
3412
Capital Investment Management
Missouri
$524K
EW
3413
Element Wealth
Mississippi
$523K
GC
3414
GatePass Capital
Ohio
$522K
EWS
3415
Eagle Wealth Strategies
New Jersey
$522K
WF
3416
Wayfinding Financial
Washington
$522K
WFMPM
3417
Woodley Farra Manion Portfolio Management
Indiana
$521K
PHWM
3418
Pine Harbor Wealth Management
Maryland
$520K
BL
3419
Balentine LLC
Georgia
$520K
CPA
3420
Clear Point Advisors
New York
$520K
HZ
3421
Hixon Zuercher
Ohio
$519K
MQWP
3422
Morey & Quinn Wealth Partners
Nebraska
$519K
5NPW
3423
55 North Private Wealth
Florida
$518K
WDG
3424
Wealth Dimensions Group
Ohio
$517K
BAM
3425
Bosun Asset Management
Illinois
$517K