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4,468 hedge funds and large institutions have $450B invested in Visa in 2026 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 1,945 increasing their positions, 1,877 reducing their positions, and 258 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 1,945 | Existing positions reduced: 1,877

2% less call options, than puts

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

1.74% less ownership

Funds ownership: 88.94%87.2% (-1.7%)

3% less funds holding

Funds holding: 4,6044,468 (-136)

15% less capital invested

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

21% less first-time investments, than exits

New positions opened: 204 | Existing positions closed: 258

24% less funds holding in top 10

Funds holding in top 10: 489372 (-117)

Holders
4,468
Holders Change
-136
Holders Change %
-2.95%
% of All Funds
54.67%
Holding in Top 10
372
Holding in Top 10 Change
-117
Holding in Top 10 Change %
-23.93%
% of All Funds
4.55%
New
204
Increased
1,945
Reduced
1,877
Closed
258
Calls
$4.89B
Puts
$4.98B
Net Calls
-$91.6M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
4526
Sentry Investment Management
Wisconsin
-$1.59M -4,524 Closed
WFAG
4527
Worth Financial Advisory Group
North Carolina
-$1.58M -4,510 Closed
QWM
4528
QP Wealth Management
New Jersey
-$1.58M -4,498 Closed
IA
4529
IFG Advisory
Georgia
-$1.49M -4,238 Closed
CTFG
4530
Capstone Triton Financial Group
Oklahoma
-$1.44M -4,114 Closed
KWM
4531
KW Wealth Management
California
-$1.38M -3,948 Closed
CCP
4532
Clarkston Capital Partners
Michigan
-$1.33M -3,781 Closed
N
4533
Natixis
France
-$1.23M -3,499 Closed
CE
4534
Cornerstone Enterprises
Wisconsin
-$1.2M -3,421 Closed
TWM
4535
Thryve Wealth Management
Texas
-$1.15M -3,265 Closed
MP
4536
Mangrove Partners
Connecticut
-$1.08M -3,070 Closed
LWP
4537
LeClair Wealth Partners
Ohio
-$1.05M -2,980 Closed
TPM
4538
Triasima Portfolio Management
Quebec, Canada
-$1.01M -2,891 Closed
SPWM
4539
Spartan Planning & Wealth Management
North Carolina
-$919K -2,620 Closed
GWM
4540
GK Wealth Management
Nevada
-$918K -2,617 Closed
RAM
4541
Robinhood Asset Management
California
-$891K -2,539 Closed
IFU
4542
iSAM Funds (UK)
United Kingdom
-$860K -2,451 Closed
BCM
4543
Bourgeon Capital Management
Connecticut
-$767K -2,186 Closed
BCI
4544
Blue Capital Inc
Nebraska
-$736K -2,098 Closed
BFM
4545
Brooklands Fund Management
United Kingdom
-$646K -2,006 Closed
BMM
4546
Berkshire Money Management
Massachusetts
-$698K -1,989 Closed
LAS
4547
Legacy Advisory Services
Pennsylvania
-$647K -1,845 Closed
Group One Trading
4548
Group One Trading
Illinois
-$582K -1,810 Closed
FDS
4549
First Dallas Securities
Texas
-$633K -1,805 Closed
CIM
4550
Contravisory Investment Management
Massachusetts
-$585K -1,669 Closed

V Hedge Fund Activity: Q1 2026 in Review

4,468 of the 8,172 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: 258 funds closed out of V and 204 opened new positions — a net loss of 54 holders — while 1,877 trimmed existing stakes and 1,945 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.

  • 4,468 institutional investors held Visa (V) as of Q1 2026, down from 4,604 in Q4 2025.
  • Funds reported $450B of Visa stock for Q1 2026, down 15% quarter-over-quarter.
  • 204 funds opened new Visa positions in Q1 2026 and 258 closed out, a net change of -54 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.