We are live on ! Find out more

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
EWM
2076
Evermay Wealth Management
Virginia
$2.53M
EFG
2077
Ethos Financial Group
Pennsylvania
$2.52M
CSPIA
2078
Cary Street Partners Investment Advisory
Virginia
$2.52M
Axa
2079
Axa
France
$2.51M
RBC
2080
Romano Brothers & Co
Illinois
$2.51M
TWM
2081
Thrive Wealth Management
Pennsylvania
$2.51M
SFM
2082
Systematic Financial Management
New Jersey
$2.51M
LFS
2083
Littlejohn Financial Services
Oregon
$2.51M
BIG
2084
Brookwood Investment Group
Arizona
$2.5M
UAG
2085
United Advisor Group
Ohio
$2.49M
JC
2086
JB Capital
Connecticut
$2.49M
EHWM
2087
Eads & Heald Wealth Management
Georgia
$2.48M
VNT
2088
Vanguard National Trust
Pennsylvania
$2.48M
CP
2089
Canopy Partners
Ohio
$2.48M
AWA
2090
Argo Wealth Advisory
Virginia
$2.47M
AWM
2091
Accurate Wealth Management
Florida
$2.46M
BPW
2092
BlueDoor Private Wealth
Massachusetts
$2.46M
TAP
2093
TSG Advice Partners
Ohio
$2.46M
KJWM
2094
Kiley Juergens Wealth Management
Washington
$2.45M
KIM
2095
Kestra Investment Management
Texas
$2.45M
SIG
2096
Sky Investment Group
Connecticut
$2.45M
LA
2097
Lynch & Associates
Indiana
$2.45M
MCM
2098
Militia Capital Management
Texas
$2.44M
IIA
2099
Integral Investment Advisors
California
$2.44M
SW
2100
SkyOak Wealth
Michigan
$2.44M