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4,454 hedge funds and large institutions have $450B invested in Visa in 2026 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 1,941 increasing their positions, 1,869 reducing their positions, and 255 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 1,941 | Existing positions reduced: 1,869

2% less call options, than puts

Call options by funds: $4.89B | Put options by funds: $4.98B

1.74% less ownership

Funds ownership: 88.92%87.18% (-1.7%)

3% less funds holding

Funds holding: 4,5944,454 (-140)

15% less capital invested

Capital invested by funds: $528B → $450B (-$77.9B)

20% less first-time investments, than exits

New positions opened: 203 | Existing positions closed: 255

24% less funds holding in top 10

Funds holding in top 10: 489372 (-117)

Holders
4,454
Holders Change
-140
Holders Change %
-3.05%
% of All Funds
54.72%
Holding in Top 10
372
Holding in Top 10 Change
-117
Holding in Top 10 Change %
-23.93%
% of All Funds
4.57%
New
203
Increased
1,941
Reduced
1,869
Closed
255
Calls
$4.89B
Puts
$4.98B
Net Calls
-$91.7M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
WIP
4201
WealthCare Investment Partners
Rhode Island
$204K -$9.97K -31 -4%
CFG
4202
Copley Financial Group
California
$204K -$13.8K -43 -6%
DC
4203
Darrow Company
Massachusetts
$204K +$9.65K +30 +5%
IPA
4204
Investment Planning Advisors
Georgia
$204K +$217K +674 New
FDDB
4205
Fidelity D&D Bancorp
Pennsylvania
$203K -$14.8K -46 -6%
SG
4206
Strid Group
Pennsylvania
$203K
HHGA
4207
Halbert Hargrove Global Advisors
California
$203K -$13.2K -41 -6%
LFA
4208
Lauterbach Financial Advisors
Texas
$203K
BCM
4209
Boltwood Capital Management
California
$203K +$30.5K +95 +17%
T
4210
Tidemark
California
$202K +$33.1K +103 +18%
LIM
4211
Lathrop Investment Management
Arkansas
$201K -$32.5K -101 -13%
BSTWA
4212
Blake Schutter Theil Wealth Advisors
Ohio
$201K -$322 -1 -0.2%
MWPCG
4213
Measured Wealth Private Client Group
New Hampshire
$201K
NWP
4214
NerdWallet Wealth Partners
New York
$201K
KWM
4215
Kaydan Wealth Management
Michigan
$201K +$214K +664 New
CL
4216
CIM LLC
New York
$200K -$250K -776 -54%
SFC
4217
Summit Financial Consulting
Michigan
$200K +$13.5K +42 +7%
POIA
4218
Pin Oak Investment Advisors
Texas
$200K -$322 -1 -0.2%
SFCL
4219
Strengthening Families & Communities LLC
Massachusetts
$199K -$320K -996 -60%
ACM
4220
Anfield Capital Management
California
$199K +$161K +501 +321%
TWM
4221
TopTier Wealth Management
Wisconsin
$197K
CYG
4222
Clean Yield Group
Vermont
$196K -$9.32K -29 -4%
C
4223
Covestor
United Kingdom
$196K -$246K -766 -54%
MFP
4224
Meramec Financial Planners
Missouri
$196K -$19.3K -60 -9%
DCBT
4225
Dakota Community Bank & Trust
North Dakota
$196K -$9.32K -29 -4%

V Hedge Fund Activity: Q1 2026 in Review

4,454 of the 8,140 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q1 2026, worth a combined $450B — down 15% from $528B a quarter earlier.

Sellers outnumbered buyers: 255 funds closed out of V and 203 opened new positions — a net loss of 52 holders — while 1,869 trimmed existing stakes and 1,941 added.

The largest buyer was Diamant Asset Management, adding an estimated $2.35B. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $2.91B sold.

  • 4,454 institutional investors held Visa (V) as of Q1 2026, down from 4,594 in Q4 2025.
  • Funds reported $450B of Visa stock for Q1 2026, down 15% quarter-over-quarter.
  • 203 funds opened new Visa positions in Q1 2026 and 255 closed out, a net change of -52 holders.
  • The largest Visa buyer in Q1 2026 was Diamant Asset Management, an estimated $2.35B added.
  • The largest Visa seller in Q1 2026 was Berkshire Hathaway, an estimated $2.91B sold.

Based on aggregated 13F filings for Q1 2026.