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4,454 hedge funds and large institutions have $450B invested in Visa in 2026 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 1,941 increasing their positions, 1,869 reducing their positions, and 255 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 1,941 | Existing positions reduced: 1,869

2% less call options, than puts

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

1.74% less ownership

Funds ownership: 88.92%87.18% (-1.7%)

3% less funds holding

Funds holding: 4,5944,454 (-140)

15% less capital invested

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

20% less first-time investments, than exits

New positions opened: 203 | Existing positions closed: 255

24% less funds holding in top 10

Funds holding in top 10: 489372 (-117)

Holders
4,454
Holders Change
-140
Holders Change %
-3.05%
% of All Funds
54.71%
Holding in Top 10
372
Holding in Top 10 Change
-117
Holding in Top 10 Change %
-23.93%
% of All Funds
4.57%
New
203
Increased
1,941
Reduced
1,869
Closed
255
Calls
$4.89B
Puts
$4.98B
Net Calls
-$91.7M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
LFS
4601
Lutz Financial Services
Nebraska
-$231K -660 Closed
SC
4602
Slow Capital
California
-$231K -660 Closed
WLIM
4603
White Lighthouse Investment Management
Massachusetts
-$230K -656 Closed
PCM
4604
Payne Capital Management
New York
-$229K -654 Closed
DJYG
4605
David J. Yvars Group
Florida
-$229K -653 Closed
WBG
4606
Wharton Business Group
Pennsylvania
-$228K -652 Closed
JWS
4607
Juncture Wealth Strategies
Arizona
-$228K -649 Closed
PWM
4608
PTM Wealth Management
United States
-$229K -647 Closed
MWM
4609
Madrid Wealth Management
New Mexico
-$227K -646 Closed
WRM
4610
Weybosset Research & Management
Rhode Island
-$227K -646 Closed
PF
4611
Penney Financial
Texas
-$226K -645 Closed
CC
4612
Commons Capital
Massachusetts
-$225K -643 Closed
DAM
4613
Doheny Asset Management
California
-$226K -643 Closed
CFG
4614
Cosner Financial Group
Colorado
-$224K -640 Closed
CA
4615
Cumberland Advisors
Florida
-$224K -640 Closed
KW
4616
Keyvantage Wealth
Pennsylvania
-$224K -638 Closed
MWM
4617
Maltin Wealth Management
New Jersey
-$224K -638 Closed
OCG
4618
Opus Capital Group
Ohio
-$223K -637 Closed
RA
4619
Rodgers & Associates
Pennsylvania
-$223K -637 Closed
PWM
4620
Provident Wealth Management
Tennessee
-$222K -634 Closed
CWMGP
4621
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
-$222K -632 Closed
FSWA
4622
Financial Synergies Wealth Advisors
Texas
-$222K -632 Closed
TFG
4623
Taylor Financial Group
Virginia
-$220K -626 Closed
PFA
4624
Pinnacle Family Advisors
Missouri
-$219K -624 Closed
PFG
4625
Pinnacle Financial Group
Illinois
-$219K -624 Closed

V Hedge Fund Activity: Q1 2026 in Review

4,454 of the 8,141 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: 255 funds closed out of V and 203 opened new positions — a net loss of 52 holders — while 1,869 trimmed existing stakes and 1,941 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.

  • 4,454 institutional investors held Visa (V) as of Q1 2026, down from 4,594 in Q4 2025.
  • Funds reported $450B of Visa stock for Q1 2026, down 15% quarter-over-quarter.
  • 203 funds opened new Visa positions in Q1 2026 and 255 closed out, a net change of -52 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.