4,230 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, 1,632 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%87.27% (-0.45%)

14% less repeat investments, than reductions

Existing positions increased: 1,632 | Existing positions reduced: 1,908

22% less call options, than puts

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

Holders
4,230
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
AC
1476
Avestar Capital
New York
$6.27M
CGL
1477
Clarius Group LLC
Washington
$6.26M
BCM
1478
Bretton Capital Management
California
$6.24M
AFP
1479
Ausdal Financial Partners
Iowa
$6.24M
BST
1480
Bath Savings Trust
Maine
$6.23M
OAM
1481
Occidental Asset Management
California
$6.23M
CCG
1482
Ceeto Capital Group
Florida
$6.23M
BCM
1483
Berbice Capital Management
New York
$6.22M
GWM
1484
Gibbs Wealth Management
Georgia
$6.21M
PWM
1485
Palumbo Wealth Management
New York
$6.2M
GP
1486
Greenline Partners
New York
$6.18M
SIA
1487
Soltis Investment Advisors
Utah
$6.17M
TFA
1488
Transamerica Financial Advisors
Florida
$6.15M
TSW
1489
Thompson Siegel & Walmsley
Virginia
$6.15M
AGM
1490
Aragon Global Management
Florida
$6.15M
MIC
1491
Means Investment Company
Maine
$6.12M
BKA
1492
Brick & Kyle Associates
Pennsylvania
$6.12M
PFS
1493
Physicians Financial Services
North Carolina
$6.11M
GFA
1494
Gifford Fong Associates
California
$6.09M
FM
1495
Family Management
New York
$6.09M
CI
1496
Cigna Investments
Connecticut
$6.08M
BCFS
1497
Butensky & Cohen Financial Security
Florida
$6.07M
RCWM
1498
Royal Capital Wealth Management
Indiana
$6.07M
RWB
1499
RMR Wealth Builders
New Jersey
$6.04M
NB
1500
NBT Bank
New York
$6.03M