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
SHF
3201
Safe Harbor Fiduciary
Florida
$639K
RB
3202
Rodgers Brothers
Pennsylvania
$639K
PCMH
3203
Polymer Capital Management (HK)
Hong Kong
$639K
WI
3204
WBI Investments
New Jersey
$638K
RTC
3205
Riverview Trust Company
Washington
$637K
CWC
3206
Carolinas Wealth Consulting
North Carolina
$637K
JWM
3207
Jeppson Wealth Management
California
$637K
PCS
3208
Private Client Services
Kentucky
$637K
OIM
3209
Oder Investment Management
California
$636K
FWI
3210
Facet Wealth Inc
Maryland
$635K
HFP
3211
Holistic Financial Partners
Indiana
$635K
CAU
3212
Caxton Associates (UK)
$632K
BWA
3213
Burt Wealth Advisors
Maryland
$632K
WAM
3214
WFA Asset Management
Wisconsin
$632K
FA
3215
Financial Alternatives
California
$631K
FM
3216
Freemont Management
Switzerland
$631K
B
3217
Bellecapital
Switzerland
$630K
AGP
3218
Autumn Glory Partners
Texas
$630K
NFP
3219
Narus Financial Partners
Utah
$626K
CL
3220
CVFG LLC
Indiana
$626K
CL
3221
CLG LLC
California
$625K
TCM
3222
TruNorth Capital Management
Michigan
$625K
TWA
3223
Talisman Wealth Advisors
New Jersey
$624K
SNPAM
3224
St. Nicholas Private Asset Management
Florida
$622K
IWM
3225
Iams Wealth Management
Nebraska
$622K