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
CHJWM
2801
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.14M
MAM
2802
McLean Asset Management
Virginia
$1.14M
SL
2803
Sentinus LLC
Illinois
$1.14M
HBS
2804
Howard Bailey Securities
Indiana
$1.14M
ESBC
2805
E.S. Barr & Co
Kentucky
$1.14M
RSC
2806
Red Spruce Capital
Pennsylvania
$1.14M
LIA
2807
LBMC Investment Advisors
Tennessee
$1.14M
GWA
2808
Gratus Wealth Advisors
Virginia
$1.13M
FG
2809
Foster Group
Iowa
$1.13M
G
2810
GenTrust
Florida
$1.12M
KA
2811
Kearns & Associates
California
$1.12M
OFG
2812
Omega Financial Group
California
$1.12M
RWS
2813
Resolute Wealth Strategies
Mississippi
$1.12M
KW
2814
KWB Wealth
California
$1.12M
FOA
2815
Five Oceans Advisors
California
$1.12M
EFA
2816
Evernest Financial Advisors
Indiana
$1.12M
BCA
2817
Bay Capital Advisors
Virginia
$1.11M
PFG
2818
PAX Financial Group
Texas
$1.11M
EW
2819
Elyxium Wealth
California
$1.11M
SP
2820
Sequent Planning
Nebraska
$1.11M
NRC
2821
New Republic Capital
North Carolina
$1.11M
BFA
2822
Bragg Financial Advisors
North Carolina
$1.11M
IWA
2823
Inspirion Wealth Advisors
Illinois
$1.11M
TC
2824
Trilogy Capital
California
$1.11M
WFM
2825
Wolff Financial Management
Michigan
$1.1M