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4,430 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, 1,931 increasing their positions, 1,866 reducing their positions, and 256 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: 256

24% less funds holding in top 10

Funds holding in top 10: 488370 (-118)

Holders
4,430
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
CAM
4151
Concorde Asset Management
Michigan
$212K
HP
4152
Highlander Partners
Texas
$212K
PI
4153
Parkside Investments
Illinois
$211K
HTWM
4154
Hartmann Taylor Wealth Management
Texas
$211K
EWA
4155
Exit Wealth Advisors
Georgia
$211K
CAM
4156
Councilmark Asset Management
Tennessee
$211K
JLBC
4157
J.L. Bainbridge & Co
Florida
$211K
SNBOSCI
4158
Security National Bank of Sioux City Iowa
Iowa
$210K
AEPWM
4159
Atlantic Edge Private Wealth Management
Florida
$210K
ONST
4160
Old North State Trust
North Carolina
$210K
MWM
4161
MOR Wealth Management
Pennsylvania
$210K
BWP
4162
Bernardo Wealth Planning
Pennsylvania
$209K
AGA
4163
Accuvest Global Advisors
Utah
$209K
SIM
4164
Synergy Investment Management
Florida
$209K
AWM
4165
Austin Wealth Management
Texas
$208K
WP
4166
Wealthspan Partners
Iowa
$208K
TFGT
4167
TS Financial Group (TSFG)
Illinois
$208K
RWM
4168
Reston Wealth Management
Virginia
$207K
DI
4169
DDFG Inc
California
$207K
CISOA
4170
Capital Investment Services of America
Wisconsin
$207K
FA
4171
Financial Avengers
California
$207K
GFWA
4172
Grey Fox Wealth Advisors
Delaware
$207K
WC
4173
Wexford Capital
Florida
$206K
BI
4174
Breachway Investments
Rhode Island
$206K
MWA
4175
Medallion Wealth Advisors
Connecticut
$206K