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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
KFP
1176
KMG Fiduciary Partners
Ohio
$9.99M
WCM
1177
Whitener Capital Management
North Carolina
$9.98M
SAM
1178
Sawgrass Asset Management
Florida
$9.98M
IWM
1179
IHT Wealth Management
Illinois
$9.98M
HWA
1180
HCR Wealth Advisors
California
$9.97M
DBG
1181
De Burlo Group
Massachusetts
$9.8M
TAM
1182
Tocqueville Asset Management
New York
$9.78M
ST
1183
Spinnaker Trust
Maine
$9.78M
PJSIMP
1184
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.77M
CWG
1185
Cornerstone Wealth Group
North Carolina
$9.74M
DJSG
1186
D.J. St. Germain
Massachusetts
$9.69M
FB
1187
Fulton Bank
Pennsylvania
$9.68M
AAMA
1188
Advanced Asset Management Advisors
Ohio
$9.67M
WFG
1189
Wormser Freres Gestion
France
$9.67M
RIL
1190
Rothschild Investment LLC
Illinois
$9.66M
BG
1191
Bollard Group
Massachusetts
$9.65M
AC
1192
AlphaCore Capital
California
$9.65M
SW
1193
SteelPeak Wealth
California
$9.6M
HIC
1194
Hartline Investment Corp
Illinois
$9.57M
CT
1195
Caldwell Trust
Florida
$9.56M
OIA
1196
OneDigital Investment Advisors
Kansas
$9.55M
HMP
1197
HS Management Partners
New York
$9.54M
IFG
1198
Independent Financial Group
California
$9.54M
NRG
1199
Nemes Rush Group
Michigan
$9.52M
CIG
1200
Cullen Investment Group
Louisiana
$9.49M