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
3451
Prism Advisors
California
$456K
OCM
3452
Orser Capital Management
Texas
$456K
LWM
3453
LongView Wealth Management
Georgia
$456K
KW
3454
Keyvantage Wealth
Pennsylvania
$456K
NIA
3455
NIA Impact Advisors
California
$456K
BOC
3456
Blue Oak Capital
California
$456K
WCP
3457
Wealthcare Capital Partners
Pennsylvania
$454K
EWS
3458
Evergreen Wealth Solutions
Pennsylvania
$453K
NC
3459
North Capital
Utah
$452K
SWA
3460
Strategies Wealth Advisors
Michigan
$452K
FC
3461
Fusion Capital
South Carolina
$451K
MWM
3462
MBE Wealth Management
Wisconsin
$451K
CIA
3463
Caerus Investment Advisors
Texas
$450K
AAM
3464
Austin Asset Management
Texas
$449K
WA
3465
Waterford Advisors
New York
$449K
KFC
3466
Klingenstein Fields & Co
New York
$447K
PIMG
3467
Patriot Investment Management Group
Tennessee
$447K
UBG
3468
United Bank (Georgia)
Georgia
$446K
GWM
3469
Greenwich Wealth Management
Connecticut
$446K
RIA
3470
RPG Investment Advisory
California
$446K
WFA
3471
WMG Financial Advisors
Tennessee
$445K
AF
3472
Apollon Financial
South Carolina
$445K
GWM
3473
GSB Wealth Management
Connecticut
$445K
SR
3474
Syntax Research
Florida
$445K
HIS
3475
Harvest Investment Services
Illinois
$444K