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
LWM
3351
Lakeridge Wealth Management
Ohio
$528K
CG
3352
Cynosure Group
Utah
$528K
DWM
3353
Defined Wealth Management
Oregon
$527K
TCWM
3354
Total Clarity Wealth Management
Illinois
$527K
PCA
3355
Prosperity Capital Advisors
Ohio
$527K
PPW
3356
Presilium Private Wealth
Pennsylvania
$527K
SFG
3357
SNS Financial Group
Minnesota
$526K
LRWA
3358
Long Run Wealth Advisors
New York
$525K
GFM
3359
GF Fund Management
China
$525K
SC
3360
Seldon Capital
California
$524K
GHAM
3361
Gilman Hill Asset Management
Connecticut
$524K
OC
3362
Oarsman Capital
Wisconsin
$524K
MBI
3363
May Barnhard Investments
Maryland
$522K
FFG
3364
Fortem Financial Group
California
$521K
YWM
3365
Yoder Wealth Management
California
$520K
BMM
3366
Berkshire Money Management
Massachusetts
$519K
IMC
3367
Investment Management Corporation
Virginia
$518K
PWP
3368
Precedent Wealth Partners
Texas
$518K
FCCM
3369
First City Capital Management
Georgia
$516K
SWM
3370
Sagace Wealth Management
Florida
$516K
SIC
3371
Schwartz Investment Counsel
Michigan
$515K
MIM
3372
Marco Investment Management
Georgia
$514K
CM
3373
Capula Management
Cayman Islands
$513K
DWG
3374
Darden Wealth Group
Michigan
$512K
GFG
3375
Goldstone Financial Group
Illinois
$511K