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
EC
4026
Eaton-Cambridge
Arizona
$207K
WCM
4027
Wealthcare Capital Management
Virginia
$207K
KCM
4028
Kendall Capital Management
Maryland
$206K
SP
4029
Symmetry Partners
Connecticut
$206K
WAG
4030
Wiser Advisor Group
Arizona
$206K
SWAG
4031
Spectrum Wealth Advisory Group
California
$205K
WB
4032
West Bancorporation
Iowa
$205K
SRSA
4033
S.R. Schill & Associates
Washington
$205K
WWA
4034
Wisconsin Wealth Advisors
Wisconsin
$205K
SIA
4035
Summit Investment Advisors
Maryland
$205K
TC
4036
Tacita Capital
Ontario, Canada
$205K
IFA
4037
Independence Financial Advisors
New Hampshire
$204K
AWMNY
4038
Arcadia Wealth Management (New York)
New York
$204K
BW
4039
Balance Wealth
Ohio
$204K
OFS
4040
Oldfather Financial Services
Nebraska
$204K
GPW
4041
Gray Private Wealth
Massachusetts
$203K
BWG
4042
Beta Wealth Group
California
$203K
TCM
4043
Tradewinds Capital Management
Washington
$202K
SWA
4044
ShankerValleau Wealth Advisors
Illinois
$202K
BW
4045
Basepoint Wealth
Iowa
$202K
AA
4046
ACT Advisors
North Carolina
$201K
PS
4047
Pinney & Scofield
Massachusetts
$201K
MCM
4048
Marathon Capital Management
Maryland
$200K
CLA
4049
Carnegie Lake Advisors
New Jersey
$200K
WPA
4050
Wealth Preservation Advisors
Tennessee
$200K