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
HCA
1876
Horan Capital Advisors
Ohio
$3.56M
HCM
1877
Hall Capital Management
Rhode Island
$3.56M
PP
1878
PDS Planning
Ohio
$3.55M
JGC
1879
J. Goldman & Co
New York
$3.55M
AOWM
1880
Alpha Omega Wealth Management
Virginia
$3.55M
AA
1881
Auxano Advisors
Washington
$3.55M
DWAM
1882
Duncan Williams Asset Management
Tennessee
$3.55M
WSCM
1883
Wellington Shields Capital Management
New York
$3.54M
WCM
1884
Washburn Capital Management
Florida
$3.54M
SPWG
1885
Syntegra Private Wealth Group
Missouri
$3.54M
SCA
1886
Sander Capital Advisors
Washington
$3.54M
MA
1887
MCF Advisors
Kentucky
$3.53M
MMG
1888
Monetary Management Group
Missouri
$3.53M
FMWA
1889
Forvis Mazars Wealth Advisors
Missouri
$3.52M
CTC
1890
Cetera Trust Company
Minnesota
$3.51M
RMAM
1891
Raab & Moskowitz Asset Management
New Jersey
$3.51M
TC
1892
Tsai Capital
New York
$3.48M
BFS
1893
Bard Financial Services
Connecticut
$3.48M
RBA
1894
Richard Bernstein Advisors
New York
$3.47M
CC
1895
Cypress Capital
Tennessee
$3.47M
MC
1896
Martin & Co
Tennessee
$3.47M
EWM
1897
Evermay Wealth Management
Virginia
$3.46M
UB
1898
Umpqua Bank
Oregon
$3.46M
AG
1899
Algert Global
California
$3.45M
ISFAN
1900
Investor's Fiduciary Advisor Network
Washington
$3.45M