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
CAC
1726
Certified Advisory Corp
Florida
$4.4M
CRWM
1727
Castle Rock Wealth Management
California
$4.39M
DWM
1728
Dynasty Wealth Management
Florida
$4.37M
BTWM
1729
Baker Tilly Wealth Management
Wisconsin
$4.37M
FWP
1730
FAS Wealth Partners
Kansas
$4.37M
RCG
1731
Regatta Capital Group
California
$4.37M
CAM
1732
Clark Asset Management
New Hampshire
$4.36M
JSW
1733
Journey Strategic Wealth
New Jersey
$4.36M
CG
1734
Carmignac Gestion
France
$4.36M
SIC
1735
Sterling Investment Counsel
New York
$4.35M
AP
1736
Arlington Partners
Alabama
$4.35M
DSC
1737
Duncker Streett & Co
Missouri
$4.34M
SCP
1738
Shorepoint Capital Partners
Massachusetts
$4.33M
CAG
1739
Csenge Advisory Group
Florida
$4.33M
ITFISA
1740
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$4.32M
WSC
1741
Wellington Shields & Co
New York
$4.29M
SSA
1742
SSA Swiss Advisors
$4.29M
MWM
1743
Modern Wealth Management
Kansas
$4.29M
BFG
1744
Beacon Financial Group
Texas
$4.28M
RCM
1745
Radnor Capital Management
Pennsylvania
$4.28M
LC
1746
Lindbrook Capital
California
$4.28M
DA
1747
Denali Advisors
California
$4.27M
BIA
1748
Benchmark Investment Advisors
Illinois
$4.27M
AC
1749
Annandale Capital
Texas
$4.27M
RWP
1750
Revolve Wealth Partners
New Jersey
$4.27M