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
SIC
3801
SFE Investment Counsel
California
$284K
SA
3802
Skyline Advisors
Washington
$283K
AIP
3803
Almanack Investment Partners
Pennsylvania
$283K
SF
3804
Seros Financial
Arizona
$281K
PWM
3805
Partners Wealth Management
California
$281K
ODFS
3806
O'Donnell Financial Services
California
$281K
CWA
3807
Core Wealth Advisors
Florida
$281K
AMG
3808
Asset Management Group
Connecticut
$280K
LWMT
3809
Legacy Wealth Management (Tennessee)
Tennessee
$280K
KWM
3810
Kanen Wealth Management
Florida
$280K
SM
3811
Salzhauer Michael
$280K
TMWM
3812
Taylor & Morgan Wealth Management
Michigan
$280K
JF
3813
Joule Financial
Kentucky
$280K
MWM
3814
Massachusetts Wealth Management
Massachusetts
$280K
HC
3815
Headland Capital
South Carolina
$280K
FIM
3816
Fruth Investment Management
Texas
$279K
BCM
3817
Beck Capital Management
Texas
$279K
FNBTCON
3818
First National Bank & Trust Co of Newtown
Pennsylvania
$279K
HWMC
3819
Heritage Wealth Management (California)
California
$279K
SIA
3820
SGL Investment Advisors
Montana
$279K
HWP
3821
Heritage Wealth Partners
Ohio
$277K
JWS
3822
Juncture Wealth Strategies
Arizona
$277K
VNA
3823
Valley National Advisers
Pennsylvania
$276K
EW
3824
Enzi Wealth
Texas
$275K
WWM
3825
Wiser Wealth Management
Georgia
$275K