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
AF
3751
Affiance Financial
Minnesota
$305K
PFG
3752
Prospect Financial Group
Virginia
$305K
AWM
3753
AllSquare Wealth Management
New York
$305K
AWM
3754
Abound Wealth Management
Tennessee
$304K
OGF
3755
Orin Green Financial
California
$304K
WWP
3756
Wise Wealth Partners
Arizona
$304K
WP
3757
Wealthspan Partners
Iowa
$303K
API
3758
Asset Planning Inc
California
$302K
MPW
3759
Magnolia Private Wealth
Pennsylvania
$302K
RWMG
3760
Redwood Wealth Management Group
New Jersey
$302K
ACM
3761
Academy Capital Management
Texas
$301K
AAM
3762
AR Asset Management
California
$301K
NWMP
3763
Noble Wealth Management PBC
Colorado
$300K
NRI
3764
NFP Retirement Inc
California
$299K
APW
3765
Aurora Private Wealth
New Jersey
$297K
AIA
3766
Alternative Investment Advisors
Florida
$297K
FMP
3767
Financial Management Professionals
Texas
$296K
TFA
3768
Trinity Financial Advisors
Ohio
$296K
LFP
3769
Lakeshore Financial Planning
Michigan
$295K
WMWM
3770
Wilkins Miller Wealth Management
Alabama
$295K
TIM
3771
Total Investment Management
Arizona
$294K
EF
3772
Exeter Financial
Arizona
$294K
IF
3773
Ironwood Financial
Arizona
$293K
FWM
3774
FSA Wealth Management
Massachusetts
$293K
WMWM
3775
Whitaker-Myers Wealth Managers
Ohio
$292K