4,229 hedge funds and large institutions have $527B invested in Visa in 2025 Q1 according to their latest regulatory filings, with 218 funds opening new positions, 1,631 increasing their positions, 1,908 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%)

15% less repeat investments, than reductions

Existing positions increased: 1,631 | Existing positions reduced: 1,908

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
LWM
926
Lyell Wealth Management
California
$17.1M
PCM
927
Parsons Capital Management
Rhode Island
$17.1M
PMG
928
ProVise Management Group
Florida
$17M
BG
929
BDF Gestion
France
$17M
KLWA
930
Kelly Lawrence W & Associates
California
$16.9M
RC
931
Roundview Capital
New Jersey
$16.9M
LNB
932
Ledyard National Bank
$16.9M
GWM
933
GDS Wealth Management
Texas
$16.8M
BMC
934
Benin Management Corp
Connecticut
$16.8M
GG
935
Greenwood Gearhart
Arkansas
$16.8M
MOS
936
MGO One Seven
Ohio
$16.8M
LIM
937
Leavell Investment Management
Alabama
$16.8M
IHL
938
Investment House LLC
California
$16.7M
VCM
939
Vision Capital Management
Oregon
$16.7M
TFA
940
Toth Financial Advisory
Virginia
$16.7M
OPCM
941
Osborne Partners Capital Management
California
$16.6M
BI
942
Berkeley Inc
Idaho
$16.6M
FAT
943
First American Trust
California
$16.6M
YC
944
Yarbrough Capital
Tennessee
$16.6M
GCM
945
Genus Capital Management
British Columbia, Canada
$16.5M
ROC
946
Running Oak Capital
Minnesota
$16.4M
DWA
947
Douglass Winthrop Advisors
New York
$16.4M
AUB
948
Atlantic Union Bankshares
Virginia
$16.4M
SW
949
Solidarity Wealth
Utah
$16.3M
OCM
950
One Capital Management
California
$16.3M