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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
LI
2001
Lafayette Investments
Maryland
$2.74M
SCA
2002
Sander Capital Advisors
Washington
$2.74M
AGWCA
2003
Annis Gardner Whiting Capital Advisors
Florida
$2.73M
KA
2004
Kovack Advisors
Florida
$2.73M
SAS
2005
Stelac Advisory Services
New York
$2.73M
SWMG
2006
Stillwater Wealth Management Group
Florida
$2.72M
EPW
2007
Evolve Private Wealth
California
$2.72M
AIM
2008
Avanda Investment Management
Singapore
$2.72M
WSA
2009
Warm Springs Advisors
California
$2.72M
TP
2010
Tranquility Partners
Tennessee
$2.71M
DWAM
2011
Duncan Williams Asset Management
Tennessee
$2.71M
HA
2012
Harfst & Associates
Wyoming
$2.71M
FMWA
2013
Forvis Mazars Wealth Advisors
Missouri
$2.7M
TAFW
2014
Tred Avon Family Wealth
Maryland
$2.7M
CAM
2015
Cozad Asset Management
Illinois
$2.7M
EA
2016
Ellsworth Advisors
Ohio
$2.7M
MA
2017
MONECO Advisors
Connecticut
$2.7M
WSCM
2018
Wellington Shields Capital Management
New York
$2.69M
AWAU
2019
Alliance Wealth Advisors (Utah)
Utah
$2.69M
CFA
2020
Churchill Financial Advisors
Kentucky
$2.69M
CAG
2021
Cypress Advisory Group
Arizona
$2.67M
RIA
2022
Regal Investment Advisors
Michigan
$2.67M
WWM
2023
WT Wealth Management
Arizona
$2.67M
NG
2024
Novem Group
New York
$2.66M
Koshinski Asset Management
2025
Koshinski Asset Management
Illinois
$2.65M