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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
KW
4601
Keyvantage Wealth
Pennsylvania
MWM
4602
Maltin Wealth Management
New Jersey
OCG
4603
Opus Capital Group
Ohio
RA
4604
Rodgers & Associates
Pennsylvania
PWM
4605
Provident Wealth Management
Tennessee
CWMGP
4606
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
FSWA
4607
Financial Synergies Wealth Advisors
Texas
TFG
4608
Taylor Financial Group
Virginia
PFA
4609
Pinnacle Family Advisors
Missouri
PFG
4610
Pinnacle Financial Group
Illinois
BCM
4611
Bannerstone Capital Management
Minnesota
CW
4612
Code Waechter
Florida
DI
4613
Decision Investments
California
AWC
4614
Adamsbrown Wealth Consultants
Kansas
DC
4615
Defender Capital
North Carolina
PRP
4616
Peak Retirement Planning
Ohio
BWA
4617
Brave Warrior Advisors
New York
PWM
4618
Parkway Wealth Management
Texas
WFP
4619
Wrenne Financial Planning
Kentucky
DIA
4620
Dean Investment Associates
Ohio
BWM
4621
Bluebird Wealth Management
Massachusetts
EWM
4622
Elevation Wealth Management
Minnesota
MSRI
4623
Michael S. Ryan Inc
New York
GHI
4624
Gross & Hartman Investments
Pennsylvania
KBFS
4625
Kohmann Bosshard Financial Services
Ohio