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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
BSTWA
4201
Blake Schutter Theil Wealth Advisors
Ohio
$201K
MWPCG
4202
Measured Wealth Private Client Group
New Hampshire
$201K
NWP
4203
NerdWallet Wealth Partners
New York
$201K
KWM
4204
Kaydan Wealth Management
Michigan
$201K
CL
4205
CIM LLC
New York
$200K
SFC
4206
Summit Financial Consulting
Michigan
$200K
POIA
4207
Pin Oak Investment Advisors
Texas
$200K
SFCL
4208
Strengthening Families & Communities LLC
Massachusetts
$199K
ACM
4209
Anfield Capital Management
California
$199K
TWM
4210
TopTier Wealth Management
Wisconsin
$197K
CYG
4211
Clean Yield Group
Vermont
$196K
C
4212
Covestor
United Kingdom
$196K
MFP
4213
Meramec Financial Planners
Missouri
$196K
DCBT
4214
Dakota Community Bank & Trust
North Dakota
$196K
1IA
4215
1620 Investment Advisors
Massachusetts
$195K
STB
4216
S&T Bank
Pennsylvania
$194K
RP
4217
Rowlandmiller & Partners
Georgia
$190K
MAM
4218
Morse Asset Management
Connecticut
$188K
WCM
4219
Westend Capital Management
California
$187K
SWIM
4220
Smallwood Wealth Investment Management
New Jersey
$186K
MUMSS
4221
Mitsubishi UFJ Morgan Stanley Securities
Japan
$186K
SFO
4222
Standard Family Office
South Dakota
$185K
IA
4223
IFS Advisors
Kansas
$184K
FCMT
4224
Founders Capital Management (Texas)
Texas
$181K
WAG
4225
Wiser Advisor Group
Arizona
$180K