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
WAM
3026
Winslow Asset Management
Ohio
$824K
CFG
3027
Copley Financial Group
California
$824K
AWM
3028
Act Wealth Management
Texas
$824K
MSG
3029
Main Street Group
Virginia
$821K
LAM
3030
Lewis Asset Management
California
$820K
FFG
3031
Frisch Financial Group
New York
$819K
PCM
3032
Princeton Capital Management
New Jersey
$813K
QFW
3033
QTR Family Wealth
Florida
$812K
MAG
3034
MRA Advisory Group
New Jersey
$812K
HTHT
3035
Hemenway Trust Hemenway Trust
New Hampshire
$811K
SGAM
3036
Smith Group Asset Management
Texas
$811K
TWP
3037
Triad Wealth Partners
Kansas
$810K
FSBI
3038
Fearless Solutions (Best Invest)
Texas
$810K
CNFG
3039
Creegan & Nassoura Financial Group
New Hampshire
$810K
GP
3040
Geneva Partners
Wisconsin
$809K
AWA
3041
Amplius Wealth Advisors
Pennsylvania
$809K
MAS
3042
MPWM Advisory Solutions
Georgia
$807K
CA
3043
Cannon Advisors
North Carolina
$806K
RW
3044
Rede Wealth
Virginia
$806K
GWA
3045
GGM Wealth Advisors
Maryland
$805K
FAG
3046
Fortitude Advisory Group
Washington
$804K
DWM
3047
Dogwood Wealth Management
Kansas
$803K
RP
3048
Rice Partnership
Hawaii
$802K
LPAM
3049
Lodestar Private Asset Management
California
$800K
GA
3050
Goldstein Advisors
Wisconsin
$799K