4,233 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, 1,634 increasing their positions, 1,909 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:

0.46% less ownership

Funds ownership: 87.81%87.36% (-0.46%)

14% less repeat investments, than reductions

Existing positions increased: 1,634 | Existing positions reduced: 1,909

22% less call options, than puts

Call options by funds: $5.19B | Put options by funds: $6.61B

Holders
4,233
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
684
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
PDL
1201
Portfolio Design Labs
California
$9.94M
MKA
1202
M. Kulyk & Associates
Georgia
$9.93M
CCM
1203
Chickasaw Capital Management
Tennessee
$9.9M
BIG
1204
Builder Investment Group
Georgia
$9.88M
LSWM
1205
Lorne Steinberg Wealth Management
Canada
$9.87M
VA
1206
VestGen Advisors
Illinois
$9.84M
FVWA
1207
Foster Victor Wealth Advisors
South Carolina
$9.83M
WCM
1208
Wisconsin Capital Management
Wisconsin
$9.8M
IIM
1209
Ipswich Investment Management
Massachusetts
$9.79M
CAM
1210
Cypress Asset Management
Texas
$9.77M
WCA
1211
Waratah Capital Advisors
Ontario, Canada
$9.77M
KFP
1212
KMG Fiduciary Partners
Ohio
$9.76M
NFG
1213
Nations Financial Group
Iowa
$9.75M
DJSG
1214
D.J. St. Germain
Massachusetts
$9.74M
IPGDR
1215
Investidor Profissional Gestao de Recursos
Brazil
$9.73M
TIM
1216
Thompson Investment Management
Wisconsin
$9.73M
GEA
1217
Glen Eagle Advisors
New Jersey
$9.68M
TCOO
1218
Trust Company of Oklahoma
Oklahoma
$9.67M
CA
1219
Claar Advisors
New York
$9.64M
TPCW
1220
TD Private Client Wealth
New York
$9.64M
HCA
1221
Harbour Capital Advisors
Virginia
$9.61M
AWP
1222
Ascent Wealth Partners
New York
$9.6M
SFP
1223
Shepherd Financial Partners
Massachusetts
$9.59M
BWS
1224
Buck Wealth Strategies
Colorado
$9.58M
RSWM
1225
Robertson Stephens Wealth Management
California
$9.57M