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
PD
3001
Planning Directions
Pennsylvania
$857K
RIP
3002
RAM Investment Partners
Washington
$856K
GSIAS
3003
Garden State Investment Advisory Services
New Jersey
$854K
TCM
3004
Tandem Capital Management
New Jersey
$854K
SPWG
3005
Sage Private Wealth Group
Illinois
$852K
AIP
3006
ARS Investment Partners
New York
$852K
AG
3007
AmeriFlex Group
Nevada
$851K
HWM
3008
Hemington Wealth Management
Virginia
$849K
CWM
3009
Centricity Wealth Management
Ohio
$849K
APWA
3010
Atlas Private Wealth Advisors
New Jersey
$848K
CMAI
3011
Capital Management Associates Inc
Minnesota
$847K
CFGA
3012
Cambridge Financial Group (Arizona)
Arizona
$846K
MSCM
3013
McElhenny Sheffield Capital Management
Texas
$846K
SWM
3014
Scissortail Wealth Management
Oklahoma
$846K
YWS
3015
Yarger Wealth Strategies
Ohio
$846K
SIA
3016
SeaBridge Investment Advisors
New Jersey
$842K
NPT
3017
Nixon Peabody Trust
Massachusetts
$842K
RFW
3018
Rainier Family Wealth
Washington
$841K
LA
3019
LexAurum Advisors
Kansas
$840K
BFAG
3020
Blackston Financial Advisory Group
Florida
$839K
GCM
3021
Gator Capital Management
Florida
$838K
GWAG
3022
Garrett Wealth Advisory Group
Texas
$835K
BIA
3023
Biondo Investment Advisors
Pennsylvania
$833K
PWM
3024
Puff Wealth Management
New Jersey
$827K
RLIM
3025
Red Lighthouse Investment Management
New York
$827K