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
JCFM
3401
JBR Co Financial Management
Oklahoma
$491K
WW
3402
Westshore Wealth
California
$491K
MIM
3403
Martin Investment Management
Florida
$491K
WFA
3404
WestHill Financial Advisors
California
$489K
SFG
3405
Sterling Financial Group
California
$489K
WA
3406
WESPAC Advisors
California
$489K
TVAMP
3407
Tennessee Valley Asset Management Partners
Tennessee
$488K
EMCIP
3408
Ewing Morris & Co Investment Partners
Ontario, Canada
$488K
KPWG
3409
KFA Private Wealth Group
Virginia
$487K
AWM
3410
Accel Wealth Management
Iowa
$486K
MWA
3411
Muirfield Wealth Advisors
North Carolina
$485K
PFA
3412
Pathway Financial Advisors
Vermont
$484K
AP
3413
Atwood & Palmer
Missouri
$484K
EPW
3414
Endeavor Private Wealth
Kansas
$484K
III
3415
Independent Investors Inc
New York
$484K
GCM
3416
Goldstream Capital Management
Hong Kong
$483K
SWM
3417
StoneCrest Wealth Management
Arizona
$482K
BFPW
3418
BOK Financial Private Wealth
Colorado
$482K
SGWM
3419
Sterling Group Wealth Management
California
$481K
SC
3420
Saturna Capital
Washington
$480K
CWM
3421
Chemistry Wealth Management
New York
$480K
TPBG
3422
Turning Point Benefit Group
Maryland
$480K
PVAMC
3423
PPS&V Asset Management Consultants
Michigan
$479K
EGWAG
3424
Elwood & Goetz Wealth Advisory Group
Georgia
$479K
MAG
3425
M3 Advisory Group
Massachusetts
$478K