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
PA
2951
Promethium Advisors
Maryland
$913K
PWM
2952
Proathlete Wealth Management
Florida
$912K
HP
2953
Holistic Planning
Texas
$910K
KLCM
2954
KG&L Capital Management
Louisiana
$910K
GCA
2955
Gradient Capital Advisors
California
$908K
DBRC
2956
D.B. Root & Company
Pennsylvania
$907K
LF
2957
Lantz Financial
Illinois
$906K
AWS
2958
Aspen Wealth Strategies
Colorado
$906K
SCA
2959
St. Clair Advisors
Ohio
$905K
SCM
2960
SOL Capital Management
Maryland
$904K
BBNA
2961
Bremer Bank National Association
Minnesota
$903K
PCM
2962
Permanent Capital Management
Illinois
$900K
WCM
2963
Wedge Capital Management
North Carolina
$898K
CCA
2964
Catalyst Capital Advisors
New York
$897K
LA
2965
Lane & Associates
New Jersey
$897K
AA
2966
Addison Advisors
Vermont
$895K
DSN
2967
D. Scott Neal
Kentucky
$894K
RFG
2968
RFP Financial Group
Georgia
$892K
GC
2969
Garde Capital
Washington
$891K
LAS
2970
LWM Advisory Services
Florida
$890K
WIA
2971
Wealthedge Investment Advisors
New York
$889K
FI
2972
Financial Insights
Washington
$887K
EL
2973
EWA LLC
Pennsylvania
$887K
PWA
2974
Primoris Wealth Advisors
Florida
$887K
SFC
2975
SYM Financial Corp
Indiana
$886K