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4,431 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, 1,932 increasing their positions, 1,866 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: 201 | Existing positions closed: 255

24% less funds holding in top 10

Funds holding in top 10: 488371 (-117)

Holders
4,431
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
371
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
PCM
1401
Poehling Capital Management
Wisconsin
$6.7M
PWS
1402
Peterson Wealth Services
Utah
$6.68M
CPCM
1403
Cardinal Point Capital Management
Ontario, Canada
$6.67M
WBC
1404
West Branch Capital
Massachusetts
$6.64M
PIA
1405
Petredis Investment Advisors
Pennsylvania
$6.63M
FCM
1406
Flagship Capital Management
Pennsylvania
$6.63M
IAN
1407
Integrated Advisors Network
Texas
$6.63M
SWA
1408
SFMG Wealth Advisors
Texas
$6.62M
BDA
1409
Borer Denton & Associates
Pennsylvania
$6.61M
SB
1410
Strategic Blueprint
Georgia
$6.6M
NG
1411
NWK Group
California
$6.6M
PA
1412
PFG Advisors
Arizona
$6.58M
HAM
1413
Harber Asset Management
North Carolina
$6.58M
SIM
1414
Sterling Investment Management
Arizona
$6.58M
HDIM
1415
Hanson & Doremus Investment Management
Vermont
$6.58M
JIP
1416
Jaffetilchin Investment Partners
Florida
$6.55M
SC
1417
Scholtz & Company
Connecticut
$6.55M
BOH
1418
Bank of Hawaii
Hawaii
$6.55M
UBV
1419
United Bank (Virginia)
Virginia
$6.55M
FFWA
1420
FRG Family Wealth Advisors
Washington
$6.53M
HKIM
1421
Hayek Kallen Investment Management
Alabama
$6.52M
HFM
1422
Harvest Fund Management
China
$6.52M
SCM
1423
Soros Capital Management
New York
$6.52M
AWA
1424
Aaron Wealth Advisors
Illinois
$6.47M
GWANC
1425
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.47M