4,389 hedge funds and large institutions have $449B invested in Visa in 2026 Q1 according to their latest regulatory filings, with 199 funds opening new positions, 1,913 increasing their positions, 1,847 reducing their positions, and 254 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 → $449B (-$78.2B)

22% less first-time investments, than exits

New positions opened: 199 | Existing positions closed: 254

24% less funds holding in top 10

Funds holding in top 10: 487370 (-117)

Holders
4,389
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
370
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
CFIM
3801
Client First Investment Management
Wisconsin
$307K
SP
3802
Sequent Planning
Nebraska
$307K
WWMP
3803
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$306K
TIM
3804
Tortoise Investment Management
New York
$306K
CWL
3805
Causey Wealth LLC
Colorado
$306K
RWM
3806
Rialto Wealth Management
New York
$306K
HEM
3807
Henson-Edgewater Management
Ohio
$306K
B
3808
Bensler
Washington
$306K
TPW
3809
Tiller Private Wealth
Pennsylvania
$305K
FWM
3810
Forza Wealth Management
Florida
$305K
CAS
3811
CTC Alternative Strategies
Illinois
$305K
FFA
3812
Frazier Financial Advisors
Ohio
$304K
IWM
3813
Integris Wealth Management
California
$304K
CPCL
3814
Cadia Private Client LLC
New Jersey
$304K
GRA
3815
Golden Road Advisors
Florida
$303K
SWG
3816
Summit Wealth Group
Vermont
$303K
NCMW
3817
Northern Capital Management (Washington)
Washington
$303K
AP
3818
Advisortrust Partners
North Carolina
$303K
SIG
3819
Spinnaker Investment Group
California
$303K
MIM
3820
Merrion Investment Management
New Jersey
$302K
AI
3821
ArchPoint Investors
Florida
$302K
2WWM
3822
21 West Wealth Management
California
$302K
WJA
3823
Willis Johnson & Associates
Texas
$301K
AI
3824
Arvest Investments
Arkansas
$301K
CW
3825
Curio Wealth
Maryland
$301K