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
BOSSRA
4576
B.O.S.S. Retirement Advisors
Utah
SCP
4577
Silverleafe Capital Partners
Tennessee
LCC
4578
Lincoln Capital Corp
Rhode Island
TFO
4579
Tarbox Family Office
California
AAS
4580
Asset Allocation Strategies
Michigan
WFA
4581
WMG Financial Advisors
Tennessee
WIM
4582
Wiregrass Investment Management
Georgia
AHB
4583
Abner Herrman & Brock
New Jersey
TBC
4584
Ted Buchan & Co
California
FP
4585
Fiduciary Planning
Florida
LFS
4586
Lutz Financial Services
Nebraska
SC
4587
Slow Capital
California
WLIM
4588
White Lighthouse Investment Management
Massachusetts
PCM
4589
Payne Capital Management
New York
DJYG
4590
David J. Yvars Group
Florida
WBG
4591
Wharton Business Group
Pennsylvania
JWS
4592
Juncture Wealth Strategies
Arizona
PWM
4593
PTM Wealth Management
United States
WRM
4594
Weybosset Research & Management
Rhode Island
MWM
4595
Madrid Wealth Management
New Mexico
PF
4596
Penney Financial
Texas
DAM
4597
Doheny Asset Management
California
CC
4598
Commons Capital
Massachusetts
CFG
4599
Cosner Financial Group
Colorado
CA
4600
Cumberland Advisors
Florida