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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
SWM
1951
Sandro Wealth Management
New Jersey
$2.96M
EPIME
1952
Evelyn Partners Investment Management (Europe)
$2.95M
BWG
1953
Boomfish Wealth Group
Georgia
$2.94M
TIAA Trust, National Association
1954
TIAA Trust, National Association
North Carolina
$2.94M
RMAM
1955
Raab & Moskowitz Asset Management
New Jersey
$2.94M
MWM
1956
M3 Wealth Management
Ohio
$2.94M
GFI
1957
Global Frontier Investments
South Carolina
$2.93M
MAM
1958
Milestone Asset Management
Pennsylvania
$2.93M
ACGA
1959
Atlanta Consulting Group Advisors
Georgia
$2.92M
TAS
1960
TIFF Advisory Services
Pennsylvania
$2.92M
TCPG
1961
Trivant Custom Portfolio Group
California
$2.91M
CWA
1962
CM Wealth Advisors
Ohio
$2.91M
CFGW
1963
Chancellor Financial Group WB
Pennsylvania
$2.91M
CTC
1964
Cetera Trust Company
Minnesota
$2.9M
BHA
1965
Beech Hill Advisors
New York
$2.9M
FAL
1966
Focused Alpha LLC
Colorado
$2.89M
SIA
1967
Schear Investment Advisers
Ohio
$2.89M
PL
1968
Perpetual Ltd
Australia
$2.89M
CWA
1969
Crusonia Wealth Advisors
Colorado
$2.89M
CCT
1970
Chemung Canal Trust
New York
$2.89M
LAM
1971
L2 Asset Management
Massachusetts
$2.88M
LAIC
1972
Lederer & Associates Investment Counsel
California
$2.88M
ATWA
1973
Arbor Trust Wealth Advisors
Michigan
$2.87M
KGC
1974
Kennon-Green & Company
Ohio
$2.86M
WPW
1975
Waldron Private Wealth
Pennsylvania
$2.84M