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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
PA
4151
Planning Alternatives
Michigan
$213K
BBP
4152
Banco BTG Pactual
Brazil
$213K
MWA
4153
MFA Wealth Advisors
Pennsylvania
$212K
OWA
4154
OakTrust Wealth Advisors
Connecticut
$212K
NWM
4155
Northwest Wealth Management
Iowa
$212K
PGWM
4156
Pitti Group Wealth Management
New York
$212K
JPG
4157
Jordan Park Group
California
$212K
CAM
4158
Concorde Asset Management
Michigan
$212K
HP
4159
Highlander Partners
Texas
$212K
PI
4160
Parkside Investments
Illinois
$211K
HTWM
4161
Hartmann Taylor Wealth Management
Texas
$211K
EWA
4162
Exit Wealth Advisors
Georgia
$211K
CAM
4163
Councilmark Asset Management
Tennessee
$211K
JLBC
4164
J.L. Bainbridge & Co
Florida
$211K
SNBOSCI
4165
Security National Bank of Sioux City Iowa
Iowa
$210K
AEPWM
4166
Atlantic Edge Private Wealth Management
Florida
$210K
ONST
4167
Old North State Trust
North Carolina
$210K
MWM
4168
MOR Wealth Management
Pennsylvania
$210K
BWP
4169
Bernardo Wealth Planning
Pennsylvania
$209K
AGA
4170
Accuvest Global Advisors
Utah
$209K
SIM
4171
Synergy Investment Management
Florida
$209K
AWM
4172
Austin Wealth Management
Texas
$208K
WP
4173
Wealthspan Partners
Iowa
$208K
TFGT
4174
TS Financial Group (TSFG)
Illinois
$208K
RWM
4175
Reston Wealth Management
Virginia
$207K