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4,428 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, 1,864 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
4,428
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
SC
4576
Slow Capital
California
FP
4577
Fiduciary Planning
Florida
WLIM
4578
White Lighthouse Investment Management
Massachusetts
PCM
4579
Payne Capital Management
New York
DJYG
4580
David J. Yvars Group
Florida
WBG
4581
Wharton Business Group
Pennsylvania
JWS
4582
Juncture Wealth Strategies
Arizona
PWM
4583
PTM Wealth Management
United States
WRM
4584
Weybosset Research & Management
Rhode Island
MWM
4585
Madrid Wealth Management
New Mexico
PF
4586
Penney Financial
Texas
DAM
4587
Doheny Asset Management
California
CC
4588
Commons Capital
Massachusetts
CFG
4589
Cosner Financial Group
Colorado
CA
4590
Cumberland Advisors
Florida
KW
4591
Keyvantage Wealth
Pennsylvania
MWM
4592
Maltin Wealth Management
New Jersey
OCG
4593
Opus Capital Group
Ohio
RA
4594
Rodgers & Associates
Pennsylvania
PWM
4595
Provident Wealth Management
Tennessee
FSWA
4596
Financial Synergies Wealth Advisors
Texas
CWMGP
4597
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
TFG
4598
Taylor Financial Group
Virginia
PFG
4599
Pinnacle Financial Group
Illinois
PFA
4600
Pinnacle Family Advisors
Missouri