4,383 hedge funds and large institutions have $449B invested in Visa in 2026 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 1,911 increasing their positions, 1,845 reducing their positions, and 254 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 → $449B (-$78.3B)

22% less first-time investments, than exits

New positions opened: 198 | Existing positions closed: 254

24% less funds holding in top 10

Funds holding in top 10: 487371 (-116)

Holders
4,383
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
371
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
FSWA
4551
Financial Synergies Wealth Advisors
Texas
TFG
4552
Taylor Financial Group
Virginia
PFG
4553
Pinnacle Financial Group
Illinois
PFA
4554
Pinnacle Family Advisors
Missouri
CW
4555
Code Waechter
Florida
DI
4556
Decision Investments
California
AWC
4557
Adamsbrown Wealth Consultants
Kansas
DC
4558
Defender Capital
North Carolina
PRP
4559
Peak Retirement Planning
Ohio
BWA
4560
Brave Warrior Advisors
New York
WFP
4561
Wrenne Financial Planning
Kentucky
PWM
4562
Parkway Wealth Management
Texas
DIA
4563
Dean Investment Associates
Ohio
BWM
4564
Bluebird Wealth Management
Massachusetts
EWM
4565
Elevation Wealth Management
Minnesota
MSRI
4566
Michael S. Ryan Inc
New York
GHI
4567
Gross & Hartman Investments
Pennsylvania
KBFS
4568
Kohmann Bosshard Financial Services
Ohio
SWP
4569
ShoreHaven Wealth Partners
New Jersey
FAM
4570
Flaharty Asset Management
Florida
SWM
4571
SK Wealth Management
Rhode Island
AWMNY
4572
Arcadia Wealth Management (New York)
New York
NCM
4573
Next Capital Management
New York
WAM
4574
Wilsey Asset Management
California
BWM
4575
Bosman Wealth Management
California