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Quarter 2026Q1 · VISA INC · CUSIP 92826C839
⚠️ Divergence — The three dimensions disagree — e.g. few whales piling in while most trim, or broad nibbling while whales sell. This contradiction is the signal.
Size · Holdings
$24.1B
#22 · 32 Holders
Total market value held across tracked managers.
Force · Net Flow
-$7.8B
#9232 · estimated
This quarter's net buying (est. Σ share change × current price).
Consensus · Breadth
+5
16▲ 11▼ · 2 New
Net-buying groups minus net-selling groups (related filers count once).

Who's adding

tci+$829M
viking+$708M
capital_group+$516M
egerton+$254M
coatue+$217M
valueact+$181M
rentec+$138M
aqr+$105M
millennium+$28M
point72+$24M
lone_pine+$23M
gotham+$13M
mairs_power+$12M
maverick+$9M
gamco+$792K
baupost+$212K

Who's trimming

wedgewood-$1M
russo-$5M
cantillon-$70M
two_sigma-$71M
marshall_wace-$139M
bridgewater-$155M
polen-$281M
akre-$314M
citadel-$1.0B
berkshire-$2.9B
norges-$5.9B

Compiled from public SEC 13F-HR filings for a sample of 64 tracked institutions — NOT the whole market. 13F covers long US-listed equity only (no shorts, derivatives, or non-US holdings) and lags ~45 days. Net flow is estimated from share changes × current-quarter price. Institutional-behavior observation, not investment advice.