4,229 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, 1,631 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%87.28% (-0.45%)

15% less repeat investments, than reductions

Existing positions increased: 1,631 | Existing positions reduced: 1,908

22% less call options, than puts

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

Holders
4,229
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
LPT
1676
Legacy Private Trust
Wisconsin
$4.78M
AWM
1677
Accurate Wealth Management
Florida
$4.78M
IFWM
1678
Institute for Wealth Management
Colorado
$4.77M
SACTSONJ
1679
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.77M
CIM
1680
Corbyn Investment Management
Maryland
$4.76M
ABC
1681
Associated Banc-Corp
Wisconsin
$4.76M
LFA
1682
Legacy Financial Advisors
Kentucky
$4.76M
GM
1683
GeoWealth Management
Illinois
$4.74M
NL
1684
NVWM LLC
Pennsylvania
$4.73M
KCM
1685
Kathmere Capital Management
Pennsylvania
$4.73M
TPM
1686
Triasima Portfolio Management
Quebec, Canada
$4.72M
JSC
1687
J. Stern & Co
United Kingdom
$4.72M
PFGIA
1688
Patriot Financial Group Insurance Agency
Massachusetts
$4.7M
SC
1689
Solstein Capital
California
$4.7M
VIA
1690
Vickerman Investment Advisors
Washington
$4.69M
CIA
1691
Cohen Investment Advisors
New Hampshire
$4.68M
DP
1692
Dearborn Partners
Illinois
$4.68M
Tudor Investment Corp
1693
Tudor Investment Corp
Connecticut
$4.68M
SAI
1694
Savvy Advisors Inc
New York
$4.68M
DA
1695
Doliver Advisors
Texas
$4.67M
TPI
1696
Trust Point Inc
Wisconsin
$4.67M
PTC
1697
Private Trust Company
Ohio
$4.66M
LAM
1698
Lynch Asset Management
Pennsylvania
$4.66M
Lord, Abbett & Co
1699
Lord, Abbett & Co
New Jersey
$4.61M
LA
1700
Legacy Advisors
Pennsylvania
$4.6M