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4,452 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, 1,941 increasing their positions, 1,869 reducing their positions, and 255 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 1,941 | Existing positions reduced: 1,869

2% less call options, than puts

Call options by funds: $4.89B | Put options by funds: $4.98B

1.74% less ownership

Funds ownership: 88.92%87.18% (-1.7%)

3% less funds holding

Funds holding: 4,5934,452 (-141)

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
4,452
Holders Change
-141
Holders Change %
-3.07%
% of All Funds
54.72%
Holding in Top 10
372
Holding in Top 10 Change
-117
Holding in Top 10 Change %
-23.93%
% of All Funds
4.57%
New
202
Increased
1,941
Reduced
1,869
Closed
255
Calls
$4.89B
Puts
$4.98B
Net Calls
-$91.7M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
CGFA
2001
Colton Groome Financial Advisors
North Carolina
$2.75M +$90.4K +281 +3%
FPL
2002
Fortress Private Ledger
North Carolina
$2.75M +$169K +527 +6%
BLC
2003
Brown, Lisle/Cummings
Rhode Island
$2.75M +$103K +321 +4%
NG
2004
Navigation Group
California
$2.74M +$2.92M +9,082 New
LI
2005
Lafayette Investments
Maryland
$2.74M +$123K +382 +4%
SCA
2006
Sander Capital Advisors
Washington
$2.74M -$5.79K -18 -0.2%
AGWCA
2007
Annis Gardner Whiting Capital Advisors
Florida
$2.73M +$210K +652 +8%
KA
2008
Kovack Advisors
Florida
$2.73M -$279K -868 -9%
SAS
2009
Stelac Advisory Services
New York
$2.73M +$2.7M +8,386 +1,207%
SWMG
2010
Stillwater Wealth Management Group
Florida
$2.72M -$386K -1,201 -12%
EPW
2011
Evolve Private Wealth
California
$2.72M +$1.02M +3,164 +54%
AIM
2012
Avanda Investment Management
Singapore
$2.72M -$3.26M -10,125 -53%
WSA
2013
Warm Springs Advisors
California
$2.72M
TP
2014
Tranquility Partners
Tennessee
$2.71M -$35.4K -110 -1%
DWAM
2015
Duncan Williams Asset Management
Tennessee
$2.71M -$204K -633 -7%
HA
2016
Harfst & Associates
Wyoming
$2.71M +$77.2K +240 +3%
FMWA
2017
Forvis Mazars Wealth Advisors
Missouri
$2.7M +$13.8K +43 +0.5%
TAFW
2018
Tred Avon Family Wealth
Maryland
$2.7M +$84.2K +262 +3%
CAM
2019
Cozad Asset Management
Illinois
$2.7M +$59.2K +184 +2%
EA
2020
Ellsworth Advisors
Ohio
$2.7M +$85.2K +265 +3%
MA
2021
MONECO Advisors
Connecticut
$2.7M +$69.5K +216 +2%
WSCM
2022
Wellington Shields Capital Management
New York
$2.69M -$482K -1,500 -14%
AWAU
2023
Alliance Wealth Advisors (Utah)
Utah
$2.69M -$1.21M -3,755 -30%
CFA
2024
Churchill Financial Advisors
Kentucky
$2.69M -$326K -1,013 -10%
CAG
2025
Cypress Advisory Group
Arizona
$2.67M +$37.6K +117 +1%

V Hedge Fund Activity: Q1 2026 in Review

4,452 of the 8,136 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q1 2026, worth a combined $450B — down 15% from $528B a quarter earlier.

Sellers outnumbered buyers: 255 funds closed out of V and 202 opened new positions — a net loss of 53 holders — while 1,869 trimmed existing stakes and 1,941 added.

The largest buyer was Diamant Asset Management, adding an estimated $2.35B. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $2.91B sold.

  • 4,452 institutional investors held Visa (V) as of Q1 2026, down from 4,593 in Q4 2025.
  • Funds reported $450B of Visa stock for Q1 2026, down 15% quarter-over-quarter.
  • 202 funds opened new Visa positions in Q1 2026 and 255 closed out, a net change of -53 holders.
  • The largest Visa buyer in Q1 2026 was Diamant Asset Management, an estimated $2.35B added.
  • The largest Visa seller in Q1 2026 was Berkshire Hathaway, an estimated $2.91B sold.

Based on aggregated 13F filings for Q1 2026.