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4,439 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, 1,936 increasing their positions, 1,868 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: 202 | Existing positions closed: 255

24% less funds holding in top 10

Funds holding in top 10: 489372 (-117)

Holders
4,439
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
372
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
EFG
3951
Ehrlich Financial Group
California
$274K
FFP
3952
Forbes Financial Planning
Rhode Island
$273K
AFC
3953
Ares Financial Consulting
California
$273K
EA
3954
Eclectic Associates
California
$273K
TWM
3955
TSA Wealth Management
Texas
$272K
GB
3956
Goepper Burkhardt
South Carolina
$272K
SC
3957
Schulhoff & Co
Ohio
$272K
WG
3958
WMS Group
Louisiana
$272K
PMFA
3959
Plante Moran Financial Advisors
Michigan
$271K
EWP
3960
Elevation Wealth Partners
California
$271K
GWA
3961
Geometric Wealth Advisors
District of Columbia
$271K
LL
3962
LPWM LLC
Minnesota
$271K
SBF
3963
Sara-Bay Financial
Florida
$271K
AIM
3964
Axiom Investment Management
New York
$270K
PC
3965
Purewater Capital
Texas
$270K
GCA
3966
Greenwood Capital Associates
South Carolina
$270K
FNWA
3967
Financial Network Wealth Advisors
Utah
$269K
SO
3968
Sierra Ocean
California
$269K
CA
3969
CapWealth Advisors
Tennessee
$269K
OHIS
3970
Oak Harvest Investment Services
Texas
$269K
JWWM
3971
Johnson & White Wealth Management
Pennsylvania
$268K
AFM
3972
Armstrong Fleming & Moore
District of Columbia
$268K
FA
3973
Fedenia Advisers
Wisconsin
$267K
AWA
3974
A4 Wealth Advisors
North Carolina
$267K
AFAS
3975
Acorn Financial Advisory Services
Virginia
$265K