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
T
4051
Tidemark
California
$197K
HFS
4052
Hopwood Financial Services
Virginia
$187K
FCG
4053
Financial Connections Group
California
$187K
IA
4054
IFS Advisors
Kansas
$185K
NECFA
4055
New England Capital Financial Advisors
Connecticut
$180K
BFP
4056
Briaud Financial Planning
Texas
$180K
BI
4057
Binnacle Investments
Iowa
$178K
MWM
4058
MorganRosel Wealth Management
Colorado
$177K
MCI
4059
MRP Capital Investments
Georgia
$175K
IWM
4060
IMG Wealth Management
Florida
$165K
TLA
4061
Tanglewood Legacy Advisors
Texas
$165K
FGAM
4062
Financial Gravity Asset Management
Texas
$164K
HWM
4063
HighMark Wealth Management
Minnesota
$163K
RDFA
4064
Ritter Daniher Financial Advisory
Ohio
$163K
HC
4065
Hara Capital
Washington
$161K
SI
4066
Sava Infond
Slovenia
$161K
CTWM
4067
Cherry Tree Wealth Management
Minnesota
$161K
HNW
4068
High Note Wealth
Minnesota
$156K
IWP
4069
IAG Wealth Partners
Wisconsin
$154K
PWMG
4070
Private Wealth Management Group
New Jersey
$151K
AW
4071
Avion Wealth
Texas
$151K
HHGA
4072
Halbert Hargrove Global Advisors
California
$149K
S
4073
Sachetta
Massachusetts
$147K
T
4074
Transce3nd
Texas
$147K
ACA
4075
American Capital Advisory
Idaho
$147K