We are live on ! Find out more

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
SWA
4651
ShankerValleau Wealth Advisors
Illinois
ZWA
4652
Zinnia Wealth Advisory
Florida
PWA
4653
Providence Wealth Advisors
Illinois
WAL
4654
W Advisors LLC
Tennessee
CIM
4655
Confluence Investment Management
Missouri
BA
4656
Brightwater Advisory
Florida
IFA
4657
Independence Financial Advisors
New Hampshire
AWM
4658
AAF Wealth Management
Massachusetts
AWM
4659
Altus Wealth Management
Kentucky
NCM
4660
NCM Capital Management
New Jersey
JWM
4661
Jupiter Wealth Management
Colorado
MW
4662
Merited Wealth
Florida
CP
4663
Camelot Portfolios
Ohio
EI
4664
eCIO Inc
Wisconsin
HHMI
4665
Howard Hughes Medical Institute
Maryland
GAMC
4666
Garner Asset Management Corp
Texas
MFG
4667
Mendota Financial Group
Wisconsin
SHF
4668
Safe Harbor Fiduciary
Florida
IIM
4669
IFC & Insurance Marketing
California
MCM
4670
MidAtlantic Capital Management
Virginia
VWWMG
4671
Vermillion & White Wealth Management Group
Pennsylvania
MCI
4672
MRP Capital Investments
Georgia
LAMC
4673
Longview Asset Management (California)
California
TW
4674
Titan Wealth
MA
4675
Modus Advisors
Minnesota