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
SO
3676
Sierra Ocean
California
$337K
MWM
3677
Melfa Wealth Management
Massachusetts
$336K
Dodge & Cox
3678
Dodge & Cox
California
$336K
CCP
3679
Carmel Capital Partners
California
$336K
PAM
3680
Pegasus Asset Management
New York
$336K
HWMG
3681
Hurlow Wealth Management Group
Indiana
$336K
PAM
3682
Prodigy Asset Management
Nebraska
$336K
WC
3683
Wynn Capital
Georgia
$335K
HCM
3684
Hilton Capital Management
New York
$335K
VPP
3685
Vertex Planning Partners
Illinois
$335K
HWA
3686
Hilltop Wealth Advisors
North Carolina
$334K
HWM
3687
Hobbs Wealth Management
Indiana
$334K
NI
3688
NDVR Inc
Massachusetts
$334K
PWA
3689
Phoenix Wealth Advisors
North Carolina
$333K
NWM
3690
Northwest Wealth Management
Iowa
$333K
AWM
3691
Aegis Wealth Management
Maryland
$332K
LC
3692
LCNB Corp
Ohio
$330K
TC
3693
Truvestments Capital
Florida
$330K
WIA
3694
Wetzel Investment Advisors
Indiana
$330K
AIA
3695
Accelerate Investment Advisors
California
$330K
EWP
3696
Elevation Wealth Partners
California
$329K
WJA
3697
Willis Johnson & Associates
Texas
$329K
OC
3698
Optima Capital
Oregon
$328K
MPM
3699
MBB Public Markets
Illinois
$328K
TT
3700
TI-Trust
Illinois
$328K