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
BSAM
3651
Blue Square Asset Management
New York
$348K
RIS
3652
Retirement Income Solutions
Michigan
$348K
BF
3653
Brogan Financial
Tennessee
$348K
RCI
3654
RS Crum Inc
California
$347K
KCP
3655
Kera Capital Partners
California
$347K
LFASL
3656
Lugano Financial Advisors SA (LFA)
Switzerland
$347K
VPF
3657
Vantage Point Financial
Illinois
$347K
CWA
3658
Cura Wealth Advisors
Illinois
$346K
ACA
3659
Aspire Capital Advisors
Washington
$346K
DO
3660
denkapparat Operations
Germany
$346K
AWAP
3661
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$345K
TCG
3662
Transcendent Capital Group
Oklahoma
$345K
DFP
3663
Defined Financial Planning
California
$344K
SBF
3664
Sara-Bay Financial
Florida
$344K
TCM
3665
Thoma Capital Management
Maryland
$344K
MWM
3666
Maridea Wealth Management
New York
$344K
NI
3667
NCP Inc
California
$343K
CPG
3668
Cornerstone Planning Group
New Jersey
$343K
LWM
3669
LeConte Wealth Management
Tennessee
$342K
MFS
3670
Madrona Financial Services
Washington
$341K
MAA
3671
Matrix Asset Advisors
New York
$340K
EP
3672
Edgestream Partners
New Jersey
$340K
WWM
3673
Wagner Wealth Management
South Carolina
$338K
AWM
3674
Accredited Wealth Management
Kentucky
$337K
ITB
3675
Idaho Trust Bank
Idaho
$337K