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
CWA
3226
Consilio Wealth Advisors
Washington
$620K
RFN
3227
Redwood Financial Network
Ohio
$619K
BAM
3228
Bellevue Asset Management
Washington
$619K
TRIA
3229
Trail Ridge Investment Advisors
Colorado
$619K
PFM
3230
Phillips Financial Management
Indiana
$618K
LBC
3231
Leigh Baldwin & Co
New York
$614K
MFG
3232
Midwest Financial Group
Kansas
$612K
PCI
3233
Planning Center Inc
Illinois
$611K
EW
3234
Element Wealth
Mississippi
$610K
LGG
3235
Luts & Greenleigh Group
Maryland
$610K
TWPM
3236
Total Wealth Planning & Management
Florida
$610K
KFA
3237
Krane Funds Advisors
New York
$610K
PCM
3238
Park Capital Management
Wisconsin
$606K
EBA
3239
Eagle Bay Advisors
New York
$606K
WDG
3240
Wealth Dimensions Group
Ohio
$606K
RA
3241
Riversedge Advisors
Delaware
$606K
CWA
3242
CM Wealth Advisors
Ohio
$605K
CCA
3243
Carrera Capital Advisors
Michigan
$605K
ICCON
3244
Investment Counsel Company of Nevada
Nevada
$605K
HCA
3245
Heck Capital Advisors
Wisconsin
$603K
CFD
3246
Creative Financial Designs
Indiana
$603K
OPPS
3247
Obsidian Personal Planning Solutions
Maryland
$602K
CPA
3248
Clear Point Advisors
New York
$599K
IPWA
3249
International Private Wealth Advisors
California
$597K
TCM
3250
Tuttle Capital Management
Connecticut
$596K