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
SPW
2976
Sonoma Private Wealth
California
$884K
CRIG
2977
Charter Research & Investment Group
Connecticut
$883K
WSWA
2978
Warren Street Wealth Advisors
California
$883K
IWP
2979
Invenio Wealth Partners
Florida
$883K
PFSC
2980
Peoples Financial Services Corp
Pennsylvania
$883K
BWM
2981
BlackDiamond Wealth Management
New York
$882K
AFGAS
2982
Allegiance Financial Group Advisory Services
Virginia
$881K
CPC
2983
Cookson Peirce & Co
Pennsylvania
$876K
BOTPPF
2984
Board of the Pension Protection Fund
United Kingdom
$876K
SCA
2985
Sage Capital Advisors
South Dakota
$876K
SWA
2986
Sax Wealth Advisors
New Jersey
$876K
NA
2987
Navellier & Associates
Nevada
$876K
MEG
2988
Millstone Evans Group
Colorado
$872K
CPL
2989
CAP Partners LLC
Tennessee
$872K
MWA
2990
Moser Wealth Advisors
Washington
$869K
MFF
2991
Michels Family Financial
Texas
$867K
FCM
2992
Family Capital Management
Michigan
$867K
VAM
2993
Verity Asset Management
North Carolina
$867K
FBC
2994
Fairfield, Bush & Co
Connecticut
$864K
VAF
2995
Values Added Financial
District of Columbia
$861K
LFA
2996
Laraway Financial Advisors
Minnesota
$859K
CAG
2997
Curtis Advisory Group
California
$859K
UIM
2998
Unified Investment Management
Georgia
$858K
BTWM
2999
Brass Tax Wealth Management
Ohio
$857K
TC
3000
TAGStone Capital
North Carolina
$857K