4,232 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, 1,633 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: 1,633 | Existing positions reduced: 1,909

22% less call options, than puts

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

Holders
4,232
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
LWMM
1326
Legacy Wealth Management (Mississippi)
Mississippi
$8.19M
PPA
1327
Painted Porch Advisors
California
$8.18M
CIG
1328
Consolidated Investment Group
Colorado
$8.17M
SBIA
1329
Sheaff Brock Investment Advisors
Indiana
$8.17M
NFC
1330
Northeast Financial Consultants
Connecticut
$8.14M
CCA
1331
Covey Capital Advisors
Georgia
$8.14M
TCWA
1332
Turtle Creek Wealth Advisors
Texas
$8.14M
BB
1333
Berkshire Bank
Massachusetts
$8.13M
FC
1334
FORA Capital
Florida
$8.12M
HVP
1335
Hudson Value Partners
Florida
$8.1M
AFWM
1336
AMJ Financial Wealth Management
Virginia
$8.09M
EIA
1337
Eastover Investment Advisors
North Carolina
$8.08M
CI
1338
Conning Inc
Connecticut
$8.07M
CW
1339
CreativeOne Wealth
Kansas
$8.04M
TCA
1340
Trifecta Capital Advisors
Illinois
$8.02M
SCM
1341
Soros Capital Management
New York
$8.02M
OCAM
1342
Onex Canada Asset Management
Ontario, Canada
$8M
GI
1343
GS Investments
Minnesota
$7.94M
BZWA
1344
Blue Zone Wealth Advisors
California
$7.9M
HCP
1345
Hamilton Capital Partners
Georgia
$7.9M
VCM
1346
Vivaldi Capital Management
Illinois
$7.9M
ECM
1347
Evergreen Capital Management
Washington
$7.9M
CNBTD
1348
Citizens National Bank Trust Department
Mississippi
$7.89M
ISL
1349
Ingalls & Snyder LLC
New York
$7.88M
NFC
1350
Northstar Financial Companies
Pennsylvania
$7.87M