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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
SFC
3826
Swisher Financial Concepts
Ohio
$310K
MWM
3827
Marion Wealth Management
Pennsylvania
$310K
BPWM
3828
BCS Private Wealth Management
New Jersey
$309K
BI
3829
Beckerman Institutional
New Jersey
$309K
OM
3830
OV Management
Minnesota
$309K
TAWM
3831
Three Arch Wealth Management
California
$309K
FFC
3832
Frederick Financial Consultants
Maryland
$308K
HFA
3833
Highland Financial Advisors
New Jersey
$308K
CFIM
3834
Client First Investment Management
Wisconsin
$307K
SP
3835
Sequent Planning
Nebraska
$307K
WWMP
3836
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$306K
TIM
3837
Tortoise Investment Management
New York
$306K
CWL
3838
Causey Wealth LLC
Colorado
$306K
RWM
3839
Rialto Wealth Management
New York
$306K
HEM
3840
Henson-Edgewater Management
Ohio
$306K
B
3841
Bensler
Washington
$306K
TPW
3842
Tiller Private Wealth
Pennsylvania
$305K
FWM
3843
Forza Wealth Management
Florida
$305K
CAS
3844
CTC Alternative Strategies
Illinois
$305K
FFA
3845
Frazier Financial Advisors
Ohio
$304K
IWM
3846
Integris Wealth Management
California
$304K
CPC
3847
Cadia Private Client
New Jersey
$304K
GRA
3848
Golden Road Advisors
Florida
$303K
SWG
3849
Summit Wealth Group
Vermont
$303K
NCMW
3850
Northern Capital Management (Washington)
Washington
$303K