We are live on ! Find out more

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
BC
4226
Barrett & Company
Rhode Island
$180K
VC
4227
Vestor Capital
Illinois
$180K
WPA
4228
Wealth Preservation Advisors
Tennessee
$179K
PS
4229
Pinney & Scofield
Massachusetts
$178K
IWS
4230
Intentional Wealth Strategies
Colorado
$177K
FCG
4231
Financial Connections Group
California
$174K
PF
4232
PlanVest Financial
Maryland
$174K
SR
4233
Swiss Re
Switzerland
$171K
BHWM
4234
Bay Harbor Wealth Management
Maryland
$171K
TWM
4235
Tripletail Wealth Management
Florida
$170K
OAJ
4236
Ogorek Anthony Joseph
New York
$168K
MCRM
4237
Midway Capital Research & Management
Illinois
$168K
BGAI
4238
Bruce G. Allen Investments
Colorado
$164K
BC
4239
Bayforest Capital
United Kingdom
$164K
HNW
4240
High Note Wealth
Minnesota
$163K
IWM
4241
IMG Wealth Management
Florida
$162K
BW
4242
Basepoint Wealth
Iowa
$158K
EPW
4243
Evergreen Private Wealth
Colorado
$157K
HWP
4244
Highline Wealth Partners
California
$154K
NECFA
4245
New England Capital Financial Advisors
Connecticut
$154K
BL
4246
BFSG LLC
California
$152K
IPS
4247
Investors Portfolio Services
Washington
$147K
MLA
4248
MB, Levis & Associates
Pennsylvania
$147K
CFM
4249
Cornerstone Financial Management
Massachusetts
$143K
CFS
4250
CGC Financial Services
Oregon
$141K