4,392 hedge funds and large institutions have $449B invested in Visa in 2026 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 1,913 increasing their positions, 1,848 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)

21% less first-time investments, than exits

New positions opened: 201 | Existing positions closed: 254

24% less funds holding in top 10

Funds holding in top 10: 487369 (-118)

Holders
4,392
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
369
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
NFG
1226
Nations Financial Group
Iowa
$8.87M
IA
1227
Integrity Alliance
Iowa
$8.86M
PCTC
1228
Perkins Coie Trust Company
Washington
$8.86M
PTB
1229
Pioneer Trust Bank
Oregon
$8.84M
LFG
1230
Larson Financial Group
Missouri
$8.83M
PM
1231
Phraction Management
Connecticut
$8.81M
PI
1232
PFG Investments
New York
$8.8M
NS
1233
NBC Securities
Alabama
$8.78M
HCA
1234
Harbour Capital Advisors
Virginia
$8.77M
MGWM
1235
Marks Group Wealth Management
Minnesota
$8.77M
LC
1236
Lakehouse Capital
Australia
$8.73M
CIM
1237
Chapman Investment Management
California
$8.69M
MCM
1238
Mitchell Capital Management
Kansas
$8.68M
FPTW
1239
Franklin, Parlapiano, Turner & Welch
Texas
$8.67M
AWP
1240
Ascent Wealth Partners
New York
$8.65M
BCM
1241
Barrier Capital Management
California
$8.62M
LOPW
1242
Live Oak Private Wealth
North Carolina
$8.62M
PP
1243
Postrock Partners
Oregon
$8.62M
CCM
1244
Chickasaw Capital Management
Tennessee
$8.61M
LSWM
1245
Lorne Steinberg Wealth Management
Canada
$8.61M
CWS
1246
Confluence Wealth Services
Pennsylvania
$8.6M
GC
1247
GFG Capital
Florida
$8.58M
VAS
1248
Valicenti Advisory Services
New York
$8.57M
EIA
1249
Emerald Investment Advisers
Pennsylvania
$8.57M
BZWA
1250
Blue Zone Wealth Advisors
California
$8.57M