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
MAC
3151
Mason & Associates (California)
California
$687K
CCG
3152
Coastwise Capital Group
California
$686K
ML
3153
Mayport LLC
Massachusetts
$686K
KFI
3154
Key Financial Inc
Pennsylvania
$685K
OFO
3155
OneAscent Family Office
Alabama
$685K
WF
3156
Wayfinding Financial
Washington
$683K
MCM
3157
Maple Capital Management
Vermont
$679K
BIP
3158
Blue Investment Partners
California
$678K
MCM
3159
Monarch Capital Management
Indiana
$678K
GEM
3160
Global Endowment Management
North Carolina
$678K
BFG
3161
Bouchey Financial Group
New York
$676K
SNBOSD
3162
Security National Bank of So Dak
Iowa
$676K
DWA
3163
Dougherty Wealth Advisers
Minnesota
$676K
EC
3164
EdgeRock Capital
Colorado
$675K
KFA
3165
Kelleher Financial Advisors
New York
$674K
RTC
3166
Real Talk Capital
Tennessee
$674K
CFO
3167
Collective Family Office
Pennsylvania
$672K
OPWM
3168
Oregon Pacific Wealth Management
Oregon
$671K
DDPIC
3169
Deroy & Devereaux Private Investment Counsel
Michigan
$671K
RFA
3170
Rollins Financial Advisors
New York
$670K
GWM
3171
Gitterman Wealth Management
New Jersey
$666K
IAG
3172
Investmark Advisory Group
Connecticut
$664K
W
3173
Wealthquest
Ohio
$663K
IAG
3174
Ipsen Advisor Group
Arkansas
$662K
ME
3175
McIlrath & Eck
Washington
$660K