4,229 hedge funds and large institutions have $527B invested in Visa in 2025 Q1 according to their latest regulatory filings, with 218 funds opening new positions, 1,631 increasing their positions, 1,908 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

0.45% less ownership

Funds ownership: 87.73%87.28% (-0.45%)

15% less repeat investments, than reductions

Existing positions increased: 1,631 | Existing positions reduced: 1,908

22% less call options, than puts

Call options by funds: $5.19B | Put options by funds: $6.61B

Holders
4,229
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
683
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.19B
Puts
$6.61B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
2501
Centerpoint Advisors
Massachusetts
$1.55M
AIP
2502
Alexis Investment Partners
Texas
$1.54M
GAG
2503
Goodman Advisory Group
Massachusetts
$1.54M
FA
2504
Fiducient Advisors
Illinois
$1.54M
CP
2505
Castleview Partners
Texas
$1.53M
JWM
2506
JGP Wealth Management
Oregon
$1.53M
FCFC
2507
First Commonwealth Financial Corp
Pennsylvania
$1.53M
RCM
2508
RMR Capital Management
California
$1.53M
CRI
2509
Colonial River Investments
Virginia
$1.53M
BFIC
2510
Bedell Frazier Investment Counselling
California
$1.53M
1WM
2511
1900 Wealth Management
Texas
$1.53M
GIO
2512
Galilei Investment Office
United Kingdom
$1.52M
YWM
2513
Yukon Wealth Management
Kansas
$1.52M
CG
2514
Corundum Group
Colorado
$1.52M
LRWM
2515
Lord & Richards Wealth Management
Colorado
$1.52M
SRA
2516
Secured Retirement Advisors
Minnesota
$1.52M
RFS
2517
Richardson Financial Services
Massachusetts
$1.52M
HCG
2518
Haven Capital Group
California
$1.52M
PWMG
2519
Pinnacle Wealth Management Group
Michigan
$1.52M
OPWM
2520
Oakwell Private Wealth Management
Texas
$1.52M
VV
2521
Verity & Verity
South Carolina
$1.51M
NLGIA
2522
Nippon Life Global Investors Americas
New York
$1.51M
AGWCA
2523
Annis Gardner Whiting Capital Advisors
Florida
$1.51M
UFF
2524
USA Financial Formulas
Michigan
$1.51M
BWM
2525
BigSur Wealth Management
Florida
$1.51M