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
CFP
4001
Comprehensive Financial Planning
Pennsylvania
$214K
DCBT
4002
Dakota Community Bank & Trust
North Dakota
$214K
WFS
4003
Widmann Financial Services
Maryland
$214K
DC
4004
Defender Capital
North Carolina
$214K
SI
4005
Stonekeep Investments
New Mexico
$213K
WAM
4006
Wilsey Asset Management
California
$213K
WFP
4007
Wrenne Financial Planning
Kentucky
$212K
BWP
4008
Bernardo Wealth Planning
Pennsylvania
$212K
VFP
4009
Verus Financial Partners
Virginia
$212K
CFG
4010
Clayton Financial Group
Missouri
$211K
SSCM
4011
Spectrum Strategic Capital Management
Oregon
$211K
WIP
4012
WealthCare Investment Partners
Rhode Island
$211K
RWA
4013
Rooted Wealth Advisors
Illinois
$210K
RCM
4014
Requisite Capital Management
Texas
$210K
FCMT
4015
Founders Capital Management (Texas)
Texas
$210K
MF
4016
Meridian Financial
Massachusetts
$210K
AWC
4017
Adamsbrown Wealth Consultants
Kansas
$210K
AOG
4018
Alpha Omega Group
Virginia
$210K
SIM
4019
Synergy Investment Management
Florida
$209K
BC
4020
Barrett & Company
Rhode Island
$209K
LFA
4021
Lauterbach Financial Advisors
Texas
$209K
CS
4022
Capital Square
Tennessee
$208K
EI
4023
eCIO Inc
Wisconsin
$207K
SWP
4024
ShoreHaven Wealth Partners
New Jersey
$207K
TA
4025
Teramo Advisors
Florida
$207K