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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
LOIM
1501
Liberty One Investment Management
Illinois
$5.73M
FNT
1502
First Nebraska Trust
Nebraska
$5.72M
MMM
1503
Mendel Money Management
Illinois
$5.71M
CPA
1504
Capital Planning Advisors
California
$5.7M
HAIM
1505
Hunter Associates Investment Management
Pennsylvania
$5.7M
WA1
1506
Wimmer Associates 1
California
$5.69M
WKWM
1507
Walter & Keenan Wealth Management
Indiana
$5.67M
QI
1508
Qtron Investments
Massachusetts
$5.66M
TPCW
1509
TD Private Client Wealth
New York
$5.64M
TVWM
1510
Tower View Wealth Management
Wisconsin
$5.63M
SCM
1511
Schnieders Capital Management
California
$5.62M
GWM
1512
Graybill Wealth Management
Illinois
$5.62M
MLIC
1513
Mandatum Life Insurance Company
Finland
$5.61M
CIP
1514
Castlefield Investment Partners
$5.61M
TFA
1515
Transamerica Financial Advisors
Florida
$5.59M
WDA
1516
Wendell David Associates
New Hampshire
$5.58M
MCP
1517
Mirador Capital Partners
California
$5.57M
FM
1518
Family Management
New York
$5.57M
OLA
1519
Oliver Luxxe Assets
New Jersey
$5.56M
LC
1520
Legacy CG
Texas
$5.56M
GCC
1521
Guardian Capital (Canada)
Ontario, Canada
$5.55M
NB
1522
Nicolet Bankshares
Wisconsin
$5.55M
SC
1523
SummitTX Capital
Texas
$5.53M
BG
1524
Bahl & Gaynor
Ohio
$5.52M
MIC
1525
Means Investment Company
Maine
$5.52M