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4,432 hedge funds and large institutions have $450B invested in Visa in 2026 Q1 according to their latest regulatory filings, with 200 funds opening new positions, 1,933 increasing their positions, 1,867 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)

22% less first-time investments, than exits

New positions opened: 200 | Existing positions closed: 255

24% less funds holding in top 10

Funds holding in top 10: 488371 (-117)

Holders
4,432
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
MWM
1926
Mattern Wealth Management
Kansas
$3.02M
IFPG
1927
Intrepid Financial Planning Group
Indiana
$3.02M
FMI
1928
Frec Markets Inc
California
$3.01M
EWL
1929
Emissary Wealth LLC
New Jersey
$3.01M
PPWM
1930
Paragon Private Wealth Management
Kentucky
$3M
BHWM
1931
Bar Harbor Wealth Management
New Hampshire
$3M
CPC
1932
CFC Planning Company
Indiana
$3M
WI
1933
Westbourne Investments
Virginia
$2.99M
RLH
1934
RD Lewis Holdings
Florida
$2.99M
ISFAN
1935
Investor's Fiduciary Advisor Network
Washington
$2.99M
AOWM
1936
Alpha Omega Wealth Management
Virginia
$2.99M
WAG
1937
Winthrop Advisory Group
Massachusetts
$2.98M
PAMG
1938
Patton Albertson Miller Group
Tennessee
$2.98M
AF
1939
AGP Franklin
Tennessee
$2.98M
AA
1940
Auxano Advisors
Washington
$2.98M
REMPR
1941
Roof Eidam Maycock Peralta (REMP)
California
$2.98M
GPA
1942
Garrison Point Advisors
California
$2.97M
FFO
1943
Fiduciary Family Office
Florida
$2.97M
MCC
1944
Malaga Cove Capital
California
$2.97M
CWM
1945
Centric Wealth Management
Illinois
$2.96M
LI
1946
Louisbourg Investments
New Brunswick, Canada
$2.96M
NAM
1947
Nutshell Asset Management
United Kingdom
$2.96M
IP
1948
Intellectus Partners
California
$2.96M
SWM
1949
Sandro Wealth Management
New Jersey
$2.96M
EPIME
1950
Evelyn Partners Investment Management (Europe)
$2.95M