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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
MWM
1226
Meridian Wealth Management
Kentucky
$9.05M
SW
1227
SlateStone Wealth
Florida
$9.02M
HVIA
1228
Hudson Valley Investment Advisors
New York
$9.02M
ATS
1229
Ashton Thomas Securities
New York
$9M
STAS
1230
Strong Tower Advisory Services
Minnesota
$8.98M
MC
1231
Mayar Capital
United Kingdom
$8.96M
CAM
1232
Clio Asset Management
Virginia
$8.93M
FRA
1233
Frank Rimerman Advisors
California
$8.9M
NFG
1234
Nations Financial Group
Iowa
$8.87M
IA
1235
Integrity Alliance
Iowa
$8.86M
PCTC
1236
Perkins Coie Trust Company
Washington
$8.86M
PTB
1237
Pioneer Trust Bank
Oregon
$8.84M
LFG
1238
Larson Financial Group
Missouri
$8.83M
PM
1239
Phraction Management
Connecticut
$8.81M
PI
1240
PFG Investments
New York
$8.8M
NS
1241
NBC Securities
Alabama
$8.78M
HCA
1242
Harbour Capital Advisors
Virginia
$8.77M
MGWM
1243
Marks Group Wealth Management
Minnesota
$8.77M
LC
1244
Lakehouse Capital
Australia
$8.73M
CIM
1245
Chapman Investment Management
California
$8.69M
MCM
1246
Mitchell Capital Management
Kansas
$8.68M
FPTW
1247
Franklin, Parlapiano, Turner & Welch
Texas
$8.67M
AWP
1248
Ascent Wealth Partners
New York
$8.65M
BCM
1249
Barrier Capital Management
California
$8.62M
LOPW
1250
Live Oak Private Wealth
North Carolina
$8.62M