4,229 hedge funds and large institutions have $527B invested in Visa in 2025 Q1 according to their latest regulatory filings, with 219 funds opening new positions, 1,631 increasing their positions, 1,907 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%)

14% less repeat investments, than reductions

Existing positions increased: 1,631 | Existing positions reduced: 1,907

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
WCWM
3976
Wooster Corthell Wealth Management
Connecticut
$222K
LL
3977
LPWM LLC
Minnesota
$221K
CA
3978
Claris Advisors
Missouri
$221K
MWM
3979
Maltin Wealth Management
New Jersey
$221K
KA
3980
Kooman & Associates
Pennsylvania
$221K
PFA
3981
Pettinga Financial Advisors
Indiana
$221K
GFWA
3982
Grey Fox Wealth Advisors
Delaware
$221K
CI
3983
Carroll Investors
South Carolina
$219K
TFG
3984
Taylor Financial Group
Virginia
$219K
DACG
3985
Donor Advised Charitable Giving
California
$219K
CC
3986
Commons Capital
Massachusetts
$219K
OAJ
3987
Ogorek Anthony Joseph
New York
$219K
DJYG
3988
David J. Yvars Group
Florida
$219K
AWM
3989
Adams Wealth Management
Utah
$218K
CI
3990
CacheTech Inc
Utah
$218K
KBFS
3991
Kohmann Bosshard Financial Services
Ohio
$218K
SWIM
3992
Smallwood Wealth Investment Management
New Jersey
$217K
SPAS
3993
Spectrum Planning & Advisory Services
California
$217K
SFC
3994
Summit Financial Consulting
Michigan
$217K
PIA
3995
Panoramic Investment Advisors
Colorado
$217K
BOSSRA
3996
B.O.S.S. Retirement Advisors
Utah
$217K
BWA
3997
Brave Warrior Advisors
New York
$217K
GSWA
3998
Good Steward Wealth Advisors
Tennessee
$217K
IWB
3999
Innovative Wealth Building
Maryland
$215K
SFO
4000
Standard Family Office
South Dakota
$214K