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
CMP
4076
Coston McIsaac & Partners
Maine
$146K
LWA
4077
Lowe Wealth Advisors
Maryland
$142K
KWM
4078
Kiker Wealth Management
Georgia
$142K
RTL
4079
Red Tortoise LLC
Georgia
$141K
HB
4080
Horizon Bancorp
Indiana
$140K
EA
4081
Evolution Advisers
Virginia
$133K
BHWM
4082
Bay Harbor Wealth Management
Maryland
$129K
BL
4083
BFSG LLC
California
$126K
GG
4084
Gleason Group
Kentucky
$123K
RS
4085
Rakuten Securities
Japan
$123K
CIAM
4086
Caitong International Asset Management
Hong Kong
$121K
Q1WB
4087
Quest 10 Wealth Builders
Virginia
$121K
MFG
4088
Mendota Financial Group
Wisconsin
$119K
W
4089
WealthCollab
Washington
$118K
VWA
4090
Valued Wealth Advisors
Utah
$118K
IRC
4091
Investors Research Corp
Georgia
$115K
BTC
4092
Bank & Trust Company
Illinois
$115K
BHWM
4093
Beaird Harris Wealth Management
Texas
$115K
MAM
4094
Morse Asset Management
Connecticut
$114K
DPW
4095
DiNuzzo Private Wealth
Pennsylvania
$112K
NCM
4096
Northwest Capital Management
Oregon
$111K
EFMH
4097
E Fund Management (HK)
Hong Kong
$107K
WTFG
4098
Wood Tarver Financial Group
Idaho
$105K
PPA
4099
Pilgrim Partners Asia
Singapore
$105K
CCMI
4100
Creative Capital Management Investments
California
$104K