We are live on ! Find out more

4,431 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, 1,932 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
4,431
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
KAM
3701
KEB Asset Management
Illinois
$364K
PIMG
3702
Patriot Investment Management Group
Tennessee
$364K
SWA
3703
Strategies Wealth Advisors
Michigan
$363K
GAFA
3704
Garton & Associates Financial Advisors
Kentucky
$363K
TWM
3705
Triton Wealth Management
Arizona
$363K
PSCM
3706
Per Stirling Capital Management
Texas
$361K
GIM
3707
Guardian Investment Management
California
$361K
S
3708
Sachetta
Massachusetts
$360K
FWA
3709
Fulcrum Wealth Advisors
Washington
$359K
IAAG
3710
Innovative Asset Advisors Group
Connecticut
$358K
APWA
3711
Atlas Private Wealth Advisors
New Jersey
$358K
CW
3712
Cedarwood Wealth
Colorado
$358K
SCM
3713
SOL Capital Management
Maryland
$357K
FA
3714
Fortis Advisors
Pennsylvania
$357K
RWA
3715
Rooted Wealth Advisors
Illinois
$356K
AGC
3716
August Group Capital
$356K
RRWA
3717
Rainey & Randall Wealth Advisors
Florida
$355K
NCM
3718
Neumann Capital Management
California
$354K
HBFP
3719
Henderson Brothers Financial Partners
Pennsylvania
$354K
AWM
3720
Alterna Wealth Management
Texas
$353K
MFPI
3721
Midwest Financial Partners Investments
Minnesota
$353K
HCP
3722
Hardin Capital Partners
South Carolina
$353K
TCMP
3723
Thrive Capital Management (Pennsylvania)
Pennsylvania
$353K
BBWP
3724
Beacon Bridge Wealth Partners
Pennsylvania
$352K
Betterment LLC
3725
Betterment LLC
New York
$352K