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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
MG
2026
Montaka Global
$2.65M
BWP
2027
Burling Wealth Partners
Illinois
$2.65M
SB
2028
SIG Brokerage
New York
$2.64M
LWA
2029
Lineweaver Wealth Advisors
Ohio
$2.63M
NPA
2030
Nichols & Pratt Advisers
Massachusetts
$2.63M
AMCA
2031
Arthur M. Cohen & Associates
Illinois
$2.62M
EWM
2032
EPG Wealth Management
Georgia
$2.62M
QWP
2033
Quotient Wealth Partners
Texas
$2.62M
SAI
2034
Systematic Alpha Investments
New Jersey
$2.62M
FWM
2035
ForthRight Wealth Management
Georgia
$2.62M
MSFP
2036
Mark Sheptoff Financial Planning
Connecticut
$2.62M
BA
2037
Ballast Advisors
Minnesota
$2.61M
KFGK
2038
Keystone Financial Group (Kentucky)
Kentucky
$2.61M
HIC
2039
Holderness Investments Company
North Carolina
$2.61M
MCA
2040
MSH Capital Advisors
Arizona
$2.6M
PA
2041
PFW Advisors
Georgia
$2.6M
HAG
2042
HF Advisory Group
Maryland
$2.6M
AG
2043
Algert Global
California
$2.6M
NL
2044
NWAM LLC
Washington
$2.6M
CIA
2045
Compass Ion Advisors
Pennsylvania
$2.6M
GP
2046
GLR Partners
Maryland
$2.59M
MFFIA
2047
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.59M
PIA
2048
Perennial Investment Advisors
California
$2.58M
JRPIM
2049
Journey Retirement Planning & Investment Management
Idaho
$2.58M
LHC
2050
Little House Capital
Massachusetts
$2.58M