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
NC
3551
NovaPoint Capital
Georgia
$404K
KCFA
3552
Key Client Fiduciary Advisors
New Jersey
$403K
AAMC
3553
Asset Allocation & Management Company
Illinois
$403K
MLFP
3554
MPS Loria Financial Planners
Illinois
$402K
WWC
3555
Waypoint Wealth Counsel
Georgia
$402K
ACM
3556
Andina Capital Management
Utah
$401K
NLWP
3557
Next Level Wealth Planning
Idaho
$401K
WWP
3558
Waypoint Wealth Partners
California
$400K
EFG
3559
Embree Financial Group
Illinois
$400K
FWM
3560
Focused Wealth Management
New York
$399K
RAS
3561
RPS Advisory Solutions
Kentucky
$399K
EL
3562
Essex LLC
Illinois
$399K
WA
3563
WealthTrust Axiom
Pennsylvania
$398K
LSL
3564
Legacy Solutions LLC
Pennsylvania
$397K
PSF
3565
Pacific Sun Financial
California
$396K
TWM
3566
Tanager Wealth Management
United Kingdom
$395K
WIM
3567
WealthPlan Investment Management
Nebraska
$394K
FWM
3568
Fortress Wealth Management
California
$393K
FAN
3569
Financial Advisors Network
California
$392K
SWRP
3570
Summit Wealth & Retirement Planning
California
$391K
FWM
3571
Finer Wealth Management
Massachusetts
$391K
DFA
3572
Davies Financial Advisors
California
$389K
EWA
3573
Encompass Wealth Advisors
Oregon
$389K
JPG
3574
Jordan Park Group
California
$389K
GWA
3575
Geometric Wealth Advisors
District of Columbia
$389K