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
VWM
3826
Verus Wealth Management
Wisconsin
$274K
RFA
3827
Register Financial Advisors
Georgia
$274K
PSCM
3828
Per Stirling Capital Management
Texas
$274K
FCT
3829
First Community Trust
Iowa
$274K
EMAM
3830
Encompass More Asset Management
California
$274K
SEP
3831
Southland Equity Partners
Missouri
$273K
SFG
3832
Synergy Financial Group
California
$273K
STB
3833
S&T Bank
Pennsylvania
$273K
AAIM
3834
Asset Advisors Investment Management
Georgia
$272K
RFM
3835
Royal Fund Management
Florida
$272K
CNC
3836
Citizens & Northern Corp
Pennsylvania
$272K
BA
3837
Ballew Advisors
Mississippi
$271K
TIM
3838
Tortoise Investment Management
New York
$271K
MWM
3839
Marion Wealth Management
Pennsylvania
$271K
IW
3840
Instrumental Wealth
Florida
$270K
EARNEST Partners
3841
EARNEST Partners
Georgia
$270K
FS
3842
Financial Symmetry
North Carolina
$270K
DWA
3843
Delap Wealth Advisory
Oregon
$270K
WRM
3844
Weybosset Research & Management
Rhode Island
$270K
SH
3845
SLT Holdings
Arizona
$268K
KL
3846
KWMG LLC
Kansas
$268K
CCP
3847
Clarity Capital Partners
California
$267K
SWMG
3848
Signature Wealth Management Group
Georgia
$267K
SNBOSCI
3849
Security National Bank of Sioux City Iowa
Iowa
$267K
NJBEST
3850
New Jersey Better Educational Savings Trust
New Jersey
$266K