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
KFS
3626
Kelly Financial Services
Massachusetts
$361K
YCG
3627
Yeomans Consulting Group
Georgia
$360K
HGWM
3628
Horst & Graben Wealth Management
Oregon
$360K
OFG
3629
OmniStar Financial Group
North Carolina
$360K
VC
3630
Vicus Capital
Pennsylvania
$359K
BMA
3631
Brooks Moore & Associates
Tennessee
$359K
MMCM
3632
Murphy & Mullick Capital Management
New York
$357K
CW
3633
Cook Wealth
North Carolina
$357K
JWM
3634
JFG Wealth Management
Colorado
$357K
PWP
3635
Parkwoods Wealth Partners
New York
$356K
LC
3636
Landaas & Company
Wisconsin
$355K
ALA
3637
Atlas Legacy Advisors
California
$355K
AWA
3638
ARQ Wealth Advisors
Arizona
$355K
PIWA
3639
Prevail Innovative Wealth Advisors
Kansas
$354K
BRA
3640
Bender Robert & Associates
California
$354K
VAMG
3641
Voisard Asset Management Group
Michigan
$352K
PJWM
3642
Philip James Wealth Mangement
Georgia
$352K
WWM
3643
Whalen Wealth Management
Nevada
$351K
MMH
3644
Menora Mivtachim Holdings
Israel
$350K
AI
3645
ArchPoint Investors
Florida
$350K
MIM
3646
Merrion Investment Management
New Jersey
$350K
BWM
3647
Birchcreek Wealth Management
Ohio
$350K
AIM
3648
Aigen Investment Management
New York
$350K
FCMC
3649
Founders Capital Management (Connecticut)
Connecticut
$349K
IAG
3650
Investment Advisory Group
Massachusetts
$349K