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
CWD
3326
Clarity Wealth Development
Oregon
$542K
PA
3327
Probity Advisors
Texas
$539K
SA
3328
Sylvest Advisors
Texas
$539K
BWCS
3329
Beirne Wealth Consulting Services
Connecticut
$538K
SHWM
3330
Smith & Howard Wealth Management
Georgia
$537K
TPWA
3331
Twin Peaks Wealth Advisors
California
$537K
CWM
3332
Chesapeake Wealth Management
Virginia
$537K
FSA
3333
Financial Security Advisor
Virginia
$535K
CBTWT
3334
Community Bank & Trust (Waco, Texas)
Texas
$534K
MP
3335
Moment Partners
California
$534K
NIP
3336
Nicholas Investment Partners
California
$534K
AFA
3337
Allium Financial Advisors
Oregon
$533K
TFF
3338
The Family Firm
Maryland
$533K
CWM
3339
Cherrydale Wealth Management
New Jersey
$533K
FFWM
3340
Future Financial Wealth Management
Ohio
$533K
EA
3341
Echo45 Advisors
California
$532K
JWM
3342
JPL Wealth Management
Colorado
$532K
MS
3343
Maven Securities
Jersey
$532K
CHA
3344
Cooper/Haims Advisors
New York
$531K
TFM
3345
TFC Financial Management
Massachusetts
$530K
FL
3346
FreeGulliver LLC
Louisiana
$529K
OPOWM
3347
One Plus One Wealth Management
Florida
$529K
ABTD
3348
Arvest Bank Trust Division
Oklahoma
$529K
SM
3349
Sweeney & Michel
California
$529K
SAM
3350
Smithbridge Asset Management
Pennsylvania
$529K