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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
TCM
4251
TD Capital Management
Tennessee
$130K
PWMG
4252
Private Wealth Management Group
New Jersey
$130K
CMP
4253
Coston McIsaac & Partners
Maine
$130K
FGAM
4254
Financial Gravity Asset Management
Texas
$130K
IWP
4255
IAG Wealth Partners
Wisconsin
$128K
MPW
4256
MASECO Private Wealth
$125K
GC
4257
Globeflex Capital
California
$124K
RTL
4258
Red Tortoise LLC
Georgia
$122K
HB
4259
Horizon Bancorp
Indiana
$121K
IRC
4260
Investors Research Corp
Georgia
$120K
Q1WB
4261
Quest 10 Wealth Builders
Virginia
$117K
EA
4262
Evolution Advisers
Virginia
$115K
CMA
4263
Cedar Mountain Advisors
Oregon
$108K
AWM
4264
Activest Wealth Management
Florida
$108K
GG
4265
Gleason Group
Kentucky
$107K
LWMI
4266
Legacy Wealth Management (Idaho)
Idaho
$104K
GCP
4267
Gill Capital Partners
Colorado
$103K
EP
4268
Essential Partners
California
$102K
GJIA
4269
Glass Jacobson Investment Advisors
Maryland
$102K
TWD
4270
True Wealth Design
Ohio
$101K
MGI
4271
Miller Global Investments
Texas
$101K
DPW
4272
DiNuzzo Private Wealth
Pennsylvania
$100K
KFP
4273
Kerr Financial Planning
California
$99.5K
W
4274
WealthCollab
Washington
$98.8K
WOSD
4275
WFA of San Diego
California
$98.2K