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
KNFPWM
3851
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$265K
LSA
3852
Lansing Street Advisors
Pennsylvania
$265K
WQ
3853
Wealth Quarterback
New Jersey
$264K
PWP
3854
Pursue Wealth Partners
California
$264K
FPGK
3855
Financial Partners Group (Kansas)
Kansas
$264K
TFO
3856
Tarbox Family Office
California
$264K
MCM
3857
MontVue Capital Management
Virginia
$263K
MIHAS
3858
Maj Invest Holding A/S
Denmark
$263K
VW
3859
Veridan Wealth
Oregon
$263K
TA
3860
TrueWealth Advisors
Alabama
$263K
CI
3861
Corient IA
Florida
$263K
CCA
3862
Cadent Capital Advisors
Oklahoma
$263K
MA
3863
MAS Advisors
Florida
$262K
VCWM
3864
Vista Cima Wealth Management
Arizona
$262K
EWM
3865
Edge Wealth Management
New York
$261K
LGW
3866
Leslie Global Wealth
Illinois
$261K
LWM
3867
Laidlaw Wealth Management
New York
$260K
PCMF
3868
Private Capital Management (Florida)
Florida
$260K
EMFAT
3869
Emerald Mutual Fund Advisers Trust
Pennsylvania
$259K
CFP
3870
Curran Financial Partners
South Carolina
$258K
V
3871
ViaWealth
Kansas
$258K
SL
3872
Salomon & Ludwin
Virginia
$258K
YAM
3873
Yacktman Asset Management
Texas
$257K
RAM
3874
Roanoke Asset Management
New Jersey
$256K
LFS
3875
Lutz Financial Services
Nebraska
$256K