We are live on ! Find out more

4,452 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, 1,941 increasing their positions, 1,869 reducing their positions, and 255 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 1,941 | Existing positions reduced: 1,869

2% less call options, than puts

Call options by funds: $4.89B | Put options by funds: $4.98B

1.74% less ownership

Funds ownership: 88.92%87.18% (-1.7%)

3% less funds holding

Funds holding: 4,5934,452 (-141)

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
4,452
Holders Change
-141
Holders Change %
-3.07%
% of All Funds
54.71%
Holding in Top 10
372
Holding in Top 10 Change
-117
Holding in Top 10 Change %
-23.93%
% of All Funds
4.57%
New
202
Increased
1,941
Reduced
1,869
Closed
255
Calls
$4.89B
Puts
$4.98B
Net Calls
-$91.7M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
3726
Rooted Wealth Advisors
Illinois
$356K -$403K -1,252 -52%
AGC
3727
August Group Capital
$356K -$18K -56 -5%
RRWA
3728
Rainey & Randall Wealth Advisors
Florida
$355K
NCM
3729
Neumann Capital Management
California
$354K
HBFP
3730
Henderson Brothers Financial Partners
Pennsylvania
$354K +$376K +1,170 New
AWM
3731
Alterna Wealth Management
Texas
$353K +$16.1K +50 +4%
MFPI
3732
Midwest Financial Partners Investments
Minnesota
$353K
HCP
3733
Hardin Capital Partners
South Carolina
$353K +$82K +255 +28%
TCMP
3734
Thrive Capital Management (Pennsylvania)
Pennsylvania
$353K -$4.5K -14 -1%
BBWP
3735
Beacon Bridge Wealth Partners
Pennsylvania
$352K +$6.75K +21 +2%
Betterment LLC
3736
Betterment LLC
New York
$352K +$70.7K +220 +23%
WC
3737
Wynn Capital
Georgia
$351K +$65.9K +205 +21%
OAS
3738
Optivise Advisory Services
Tennessee
$351K -$9.65K -30 -3%
GA
3739
GSG Advisors
New Jersey
$350K +$9K +28 +2%
B
3740
Bellecapital
Switzerland
$349K -$40.5K -126 -10%
BWG
3741
Berry Wealth Group
Texas
$349K +$322 +1 +0.1%
PSF
3742
Pacific Sun Financial
California
$349K +$9.97K +31 +3%
NWM
3743
Nova Wealth Management
Florida
$349K -$14.5K -45 -4%
MLFP
3744
MPS Loria Financial Planners
Illinois
$348K
PFA
3745
Pathway Financial Advisors
Vermont
$348K
MJP
3746
Michael J. Puzo
$348K -$57.9K -180 -14%
MAA
3747
Matrix Asset Advisors
New York
$347K
CWM
3748
Cedar Wealth Management
California
$347K
BRWM
3749
Blue Rock Wealth Management
North Carolina
$347K
OWG
3750
Oxford Wealth Group
Florida
$346K -$47.6K -148 -11%

V Hedge Fund Activity: Q1 2026 in Review

4,452 of the 8,137 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q1 2026, worth a combined $450B — down 15% from $528B a quarter earlier.

Sellers outnumbered buyers: 255 funds closed out of V and 202 opened new positions — a net loss of 53 holders — while 1,869 trimmed existing stakes and 1,941 added.

The largest buyer was Diamant Asset Management, adding an estimated $2.35B. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $2.91B sold.

  • 4,452 institutional investors held Visa (V) as of Q1 2026, down from 4,593 in Q4 2025.
  • Funds reported $450B of Visa stock for Q1 2026, down 15% quarter-over-quarter.
  • 202 funds opened new Visa positions in Q1 2026 and 255 closed out, a net change of -53 holders.
  • The largest Visa buyer in Q1 2026 was Diamant Asset Management, an estimated $2.35B added.
  • The largest Visa seller in Q1 2026 was Berkshire Hathaway, an estimated $2.91B sold.

Based on aggregated 13F filings for Q1 2026.