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
PA
3276
Persium Advisors
Georgia
$578K
MPCG
3277
Matrix Private Capital Group
New York
$578K
VP
3278
Verum Partners
North Carolina
$577K
DP
3279
Divergent Planning
Maryland
$577K
WA
3280
WPG Advisers
Maryland
$577K
MWM
3281
MinichMacGregor Wealth Management
New York
$577K
PWA
3282
Physician Wealth Advisors
Utah
$577K
GP
3283
Guardian Partners
Canada
$576K
DA
3284
Drake & Associates
Wisconsin
$573K
BSHC
3285
Breed's Hill Capital
Massachusetts
$572K
IIL
3286
Insight Inv LLC
California
$572K
LCGC
3287
Legacy Capital Group California
California
$571K
FFO
3288
Fortitude Family Office
Arizona
$570K
FWP
3289
Falcon Wealth Planning
California
$569K
LJHT
3290
Laurie J. Hall Trustee
$568K
GC
3291
Gibson Capital
Pennsylvania
$568K
RFA
3292
Reyes Financial Architecture
California
$567K
PL
3293
Parthenon LLC
Kentucky
$567K
FWP
3294
Forefront Wealth Partners
Texas
$567K
GSAM
3295
Grant Street Asset Management
Pennsylvania
$565K
CAGAS
3296
Capital Advisory Group Advisory Services
Minnesota
$565K
NWM
3297
Nova Wealth Management
Florida
$564K
EB
3298
Exchange Bank
California
$563K
AGC
3299
Aspen Grove Capital
Colorado
$562K
CA
3300
Clune & Associates
Illinois
$562K