4,385 hedge funds and large institutions have $449B invested in Visa in 2026 Q1 according to their latest regulatory filings, with 199 funds opening new positions, 1,911 increasing their positions, 1,846 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: 199 | Existing positions closed: 254

24% less funds holding in top 10

Funds holding in top 10: 487370 (-117)

Holders
4,385
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
TA
4601
TrueWealth Advisors
Alabama
PHWA
4602
Petersen Hastings Wealth Advisors
Washington
SRL
4603
Scientech Research LLC
New Jersey
SAP
4604
Strategic Advisory Partners
North Carolina
WPIC
4605
White Pine Investment Company
Michigan
SWA
4606
ShankerValleau Wealth Advisors
Illinois
ZWA
4607
Zinnia Wealth Advisory
Florida
WAL
4608
W Advisors LLC
Tennessee
PWA
4609
Providence Wealth Advisors
Illinois
CIM
4610
Confluence Investment Management
Missouri
BA
4611
Brightwater Advisory
Florida
AWM
4612
AAF Wealth Management
Massachusetts
IFA
4613
Independence Financial Advisors
New Hampshire
AWM
4614
Altus Wealth Management
Kentucky
NCM
4615
NCM Capital Management
New Jersey
JWM
4616
Jupiter Wealth Management
Colorado
MW
4617
Merited Wealth
Florida
CP
4618
Camelot Portfolios
Ohio
EI
4619
eCIO Inc
Wisconsin
HHMI
4620
Howard Hughes Medical Institute
Maryland
GAMC
4621
Garner Asset Management Corp
Texas
MFG
4622
Mendota Financial Group
Wisconsin
SHF
4623
Safe Harbor Fiduciary
Florida
IIM
4624
IFC & Insurance Marketing
California
MCM
4625
MidAtlantic Capital Management
Virginia