4,388 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, 1,912 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 (-$78.3B)

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
4,388
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
SFG
3901
Synergy Financial Group
California
$277K
ACM
3902
Ardent Capital Management
Ohio
$277K
EAM
3903
Everstar Asset Management
North Carolina
$276K
HIF
3904
Hill Island Financial
Michigan
$276K
S
3905
Storgate
Texas
$276K
MWM
3906
Momentous Wealth Management
Washington
$276K
SHF
3907
Stage Harbor Financial
Massachusetts
$276K
IG
3908
IFS Group
Pennsylvania
$275K
BA
3909
Bluesphere Advisors
Pennsylvania
$275K
AMG
3910
Asset Management Group
Connecticut
$274K
TI
3911
tru Independence
Oregon
$274K
EFG
3912
Ehrlich Financial Group
California
$274K
FFP
3913
Forbes Financial Planning
Rhode Island
$273K
AFC
3914
Ares Financial Consulting
California
$273K
EA
3915
Eclectic Associates
California
$273K
TWM
3916
TSA Wealth Management
Texas
$272K
WG
3917
WMS Group
Louisiana
$272K
GB
3918
Goepper Burkhardt
South Carolina
$272K
SC
3919
Schulhoff & Co
Ohio
$272K
PMFA
3920
Plante Moran Financial Advisors
Michigan
$271K
EWP
3921
Elevation Wealth Partners
California
$271K
GWA
3922
Geometric Wealth Advisors
District of Columbia
$271K
LL
3923
LPWM LLC
Minnesota
$271K
SBF
3924
Sara-Bay Financial
Florida
$271K
PC
3925
Purewater Capital
Texas
$270K