4,385 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, 1,911 increasing their positions, 1,846 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
4,385
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
JF
4101
Jump Financial
Illinois
$214K
SHFP
4102
Second Half Financial Partners
Florida
$214K
PFA
4103
Pettinga Financial Advisors
Indiana
$214K
PA
4104
Planning Alternatives
Michigan
$213K
BBP
4105
Banco BTG Pactual
Brazil
$213K
MWA
4106
MFA Wealth Advisors
Pennsylvania
$212K
OWA
4107
OakTrust Wealth Advisors
Connecticut
$212K
NWM
4108
Northwest Wealth Management
Iowa
$212K
PGWM
4109
Pitti Group Wealth Management
New York
$212K
JPG
4110
Jordan Park Group
California
$212K
HP
4111
Highlander Partners
Texas
$212K
PI
4112
Parkside Investments
Illinois
$211K
HTWM
4113
Hartmann Taylor Wealth Management
Texas
$211K
EWA
4114
Exit Wealth Advisors
Georgia
$211K
CAM
4115
Councilmark Asset Management
Tennessee
$211K
JLBC
4116
J.L. Bainbridge & Co
Florida
$211K
SNBOSCI
4117
Security National Bank of Sioux City Iowa
Iowa
$210K
AEPWM
4118
Atlantic Edge Private Wealth Management
Florida
$210K
ONST
4119
Old North State Trust
North Carolina
$210K
MWM
4120
MOR Wealth Management
Pennsylvania
$210K
BWP
4121
Bernardo Wealth Planning
Pennsylvania
$209K
AGA
4122
Accuvest Global Advisors
Utah
$209K
SIM
4123
Synergy Investment Management
Florida
$209K
AWM
4124
Austin Wealth Management
Texas
$208K
WP
4125
Wealthspan Partners
Iowa
$208K