We are live on ! Find out more

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
FMTC
1401
Farmers & Merchants Trust Company
California
$6.71M
PCM
1402
Poehling Capital Management
Wisconsin
$6.7M
PWS
1403
Peterson Wealth Services
Utah
$6.68M
CPCM
1404
Cardinal Point Capital Management
Ontario, Canada
$6.67M
WBC
1405
West Branch Capital
Massachusetts
$6.64M
PIA
1406
Petredis Investment Advisors
Pennsylvania
$6.63M
FCM
1407
Flagship Capital Management
Pennsylvania
$6.63M
IAN
1408
Integrated Advisors Network
Texas
$6.63M
SWA
1409
SFMG Wealth Advisors
Texas
$6.62M
BDA
1410
Borer Denton & Associates
Pennsylvania
$6.61M
SB
1411
Strategic Blueprint
Georgia
$6.6M
NG
1412
NWK Group
California
$6.6M
PA
1413
PFG Advisors
Arizona
$6.58M
HAM
1414
Harber Asset Management
North Carolina
$6.58M
SIM
1415
Sterling Investment Management
Arizona
$6.58M
HDIM
1416
Hanson & Doremus Investment Management
Vermont
$6.58M
JIP
1417
Jaffetilchin Investment Partners
Florida
$6.55M
SC
1418
Scholtz & Company
Connecticut
$6.55M
BOH
1419
Bank of Hawaii
Hawaii
$6.55M
UBV
1420
United Bank (Virginia)
Virginia
$6.55M
FFWA
1421
FRG Family Wealth Advisors
Washington
$6.53M
HKIM
1422
Hayek Kallen Investment Management
Alabama
$6.52M
HFM
1423
Harvest Fund Management
China
$6.52M
SCM
1424
Soros Capital Management
New York
$6.52M
AWA
1425
Aaron Wealth Advisors
Illinois
$6.47M