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
TNA
1476
True North Advisors
Texas
$5.98M
JAG
1477
Journey Advisory Group
Kentucky
$5.97M
PPA
1478
Painted Porch Advisors
California
$5.96M
BB
1479
Berkshire Bank
Massachusetts
$5.95M
CFM
1480
Capricorn Fund Managers
United Kingdom
$5.91M
PT
1481
Plimoth Trust
Massachusetts
$5.91M
SW
1482
Simplicity Wealth
New Jersey
$5.89M
BC
1483
Burney Company
Virginia
$5.89M
CIAS
1484
Capital Investment Advisory Services
North Carolina
$5.87M
PCP
1485
Proficio Capital Partners
Massachusetts
$5.87M
OAM
1486
Occidental Asset Management
California
$5.87M
EWA
1487
EverSource Wealth Advisors
Alabama
$5.86M
CWM
1488
Connecticut Wealth Management
Connecticut
$5.85M
FGP
1489
Foyston, Gordon, & Payne
Ontario, Canada
$5.85M
VCM
1490
Vivaldi Capital Management
Illinois
$5.84M
TCA
1491
Transcend Capital Advisors
New Jersey
$5.84M
KF
1492
KKM Financial
Illinois
$5.83M
RWB
1493
RMR Wealth Builders
New Jersey
$5.81M
PFBT
1494
Parkside Financial Bank & Trust
Missouri
$5.8M
TAM
1495
Trust Asset Management
Texas
$5.79M
JF
1496
Jericho Financial
Ohio
$5.78M
SLI
1497
Sumitomo Life Insurance
Japan
$5.78M
PA
1498
Profund Advisors
Maryland
$5.77M
SAM
1499
SP Asset Management
California
$5.74M
GM
1500
GeoWealth Management
Illinois
$5.73M