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
LAM
3701
Lountzis Asset Management
Pennsylvania
$327K
OWM
3702
Opes Wealth Management
California
$326K
VCP
3703
Vista Capital Partners
Oregon
$324K
PGIM
3704
Pacific Global Investment Management
California
$324K
BA
3705
Bellwether Advisors
Nebraska
$323K
BO
3706
Bank OZK
Arkansas
$323K
WCG
3707
Weaver Consulting Group
California
$323K
JWWM
3708
Johnson & White Wealth Management
Pennsylvania
$323K
HFA
3709
Highland Financial Advisors
New Jersey
$323K
ACM
3710
Ardent Capital Management
Ohio
$321K
VWM
3711
VCI Wealth Management
Missouri
$321K
EM
3712
ELCO Management
New York
$320K
AEPWM
3713
Atlantic Edge Private Wealth Management
Florida
$320K
CA
3714
CapWealth Advisors
Tennessee
$320K
OHIS
3715
Oak Harvest Investment Services
Texas
$319K
MPM
3716
Meritage Portfolio Management
Kansas
$319K
FDW
3717
Fourth Dimension Wealth
Ohio
$319K
KFS
3718
Keynote Financial Services
Connecticut
$318K
VCWA
3719
Vanguard Capital Wealth Advisors
Colorado
$318K
BBWA
3720
Bell & Brown Wealth Advisors
California
$318K
FFP
3721
Forbes Financial Planning
Rhode Island
$317K
GIM
3722
Guardian Investment Management
California
$317K
PWM
3723
Power Wealth Management
Georgia
$316K
HFS
3724
Heritage Financial Services
Massachusetts
$316K
HCWM
3725
Hidden Cove Wealth Management
Washington
$316K