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
RWM
1251
Rockline Wealth Management
New York
$9.17M
PA
1252
PFG Advisors
Arizona
$9.17M
HI
1253
Horizon Investments
North Carolina
$9.15M
GIM
1254
Goelzer Investment Management
Indiana
$9.13M
PCP
1255
Proficio Capital Partners
Massachusetts
$9.13M
NG
1256
Norden Group
Utah
$9.09M
WANY
1257
Wealthspire Advisors (New York)
New York
$9.07M
FFWA
1258
FRG Family Wealth Advisors
Washington
$9.06M
RAM
1259
Redmond Asset Management
Virginia
$9.05M
BCM
1260
Barometer Capital Management
Ontario, Canada
$9.04M
HPIA
1261
Hamilton Point Investment Advisors
North Carolina
$9.03M
NP
1262
NorthRock Partners
Minnesota
$9.02M
IB
1263
Intrust Bank
Kansas
$8.98M
MWM
1264
Meridian Wealth Management
Kentucky
$8.97M
HA
1265
Herold Advisors
New York
$8.97M
GMA
1266
Glassy Mountain Advisors
Maryland
$8.91M
SCM
1267
Shorepath Capital Management
Utah
$8.89M
BCWM
1268
Bartlett & Co Wealth Management
Ohio
$8.89M
GLA
1269
Great Lakes Advisors
Illinois
$8.89M
TL
1270
Tradewinds LLC
North Carolina
$8.88M
CWM
1271
CMH Wealth Management
New Hampshire
$8.86M
IAN
1272
Integrated Advisors Network
Texas
$8.86M
MCM
1273
McDonough Capital Management
Florida
$8.78M
CCT
1274
Capital City Trust
Florida
$8.77M
VAS
1275
Valicenti Advisory Services
New York
$8.77M