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
WFA
4151
West Financial Advisors
Iowa
$50.8K
CIR
4152
Clear Investment Research
Georgia
$50.6K
MDCM
4153
Morgan Dempsey Capital Management
Wisconsin
$49.1K
HFS
4154
Horizon Financial Services
North Carolina
$48.5K
SC
4155
Stephens Consulting
Michigan
$48K
LAMC
4156
Longview Asset Management (California)
California
$47.7K
CFS
4157
CGC Financial Services
Oregon
$47.7K
CWM
4158
CarsonAllaria Wealth Management
Illinois
$47.2K
GWSA
4159
Global Wealth Strategies & Associates
Colorado
$45.2K
CFG
4160
CKW Financial Group
Hawaii
$43K
MHIP
4161
Mountain Hill Investment Partners
New Jersey
$42.1K
TWD
4162
True Wealth Design
Ohio
$41.3K
EIM
4163
Essex Investment Management
Massachusetts
$41K
NA
4164
Nordwand Advisors
Pennsylvania
$40.3K
AAG
4165
Accordant Advisory Group
Maryland
$39.6K
OSNBOA
4166
Old Second National Bank of Aurora
Illinois
$39.3K
CWM
4167
Consultiva Wealth Management
Puerto Rico
$38.5K
1NWS
4168
1 North Wealth Services
Maryland
$38.3K
CPA
4169
Compass Planning Associates
Massachusetts
$36K
PP
4170
PFS Partners
New Jersey
$34.3K
WCM
4171
WealthTrak Capital Management
Virginia
$31.5K
GIS
4172
Grayhawk Investment Strategies
Alberta, Canada
$30.5K
BCPWM
4173
Bradley & Co Private Wealth Management
Florida
$29.4K
ACM
4174
Anfield Capital Management
California
$29.4K
MDA
4175
Minot DeBlois Advisors
Massachusetts
$27.1K