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
SAG
1401
SageView Advisory Group
California
$7.27M
SC
1402
Sawyer & Company
Massachusetts
$7.25M
IAM
1403
Infusive Asset Management
New York
$7.25M
DWM
1404
Diversify Wealth Management
Utah
$7.22M
HCM
1405
Highview Capital Management
Illinois
$7.15M
PM
1406
Phraction Management
Connecticut
$7.15M
PT
1407
Plimoth Trust
Massachusetts
$7.14M
AFCM
1408
Applied Finance Capital Management
Puerto Rico
$7.13M
RCA
1409
Resonant Capital Advisors
Wisconsin
$7.12M
ZCI
1410
Zevenbergen Capital Investments
Washington
$7.09M
HWA
1411
Heritage Wealth Advisors
Virginia
$7.07M
GPTE
1412
Generali Powszechne Towarzystwo Emerytalne
Poland
$7.05M
CAC
1413
Core Alternative Capital
Georgia
$7.04M
SW
1414
StrongBox Wealth
Missouri
$7.04M
WA1
1415
Wimmer Associates 1
California
$7.04M
CCM
1416
Canal Capital Management
Virginia
$7.02M
LA
1417
LVW Advisors
New York
$6.99M
ADL
1418
Asset Dedication LLC
California
$6.97M
TAM
1419
Trust Asset Management
Texas
$6.97M
BDL
1420
Bey-Douglas LLC
Georgia
$6.96M
SAM
1421
SP Asset Management
California
$6.94M
CWS
1422
Confluence Wealth Services
Pennsylvania
$6.94M
SAM
1423
Sawgrass Asset Management
Florida
$6.94M
MIA
1424
MainStreet Investment Advisors
Illinois
$6.93M
AB
1425
ANB Bank
Colorado
$6.93M