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
LA
1926
Lindenwold Advisors
Pennsylvania
$3.36M
APP
1927
Avantax Planning Partners
Iowa
$3.36M
SIA
1928
Schear Investment Advisers
Ohio
$3.35M
SHFA
1929
SS&H Financial Advisors
Michigan
$3.34M
CWP
1930
Concord Wealth Partners
Virginia
$3.34M
ITC
1931
Inspire Trust Company
Nevada
$3.33M
AW
1932
Alaethes Wealth
Nevada
$3.32M
SMH
1933
Sanders Morris Harris
Texas
$3.32M
TWM
1934
TCFG Wealth Management
California
$3.32M
TPW
1935
Turn8 Private Wealth
$3.32M
RCIM
1936
Red Cedar Investment Management
Michigan
$3.32M
VIA
1937
Victrix Investment Advisors
Florida
$3.31M
TGCMU
1938
Titan Global Capital Management USA
New York
$3.31M
KWM
1939
Koa Wealth Management
California
$3.31M
NCGI
1940
Next Century Growth Investors
Minnesota
$3.31M
NL
1941
NWAM LLC
Washington
$3.3M
ACL
1942
Applied Capital LLC
Florida
$3.3M
UIA
1943
Ulland Investment Advisors
Minnesota
$3.3M
VIS
1944
Vega Investment Solutions
France
$3.29M
FFM
1945
Forum Financial Management
Illinois
$3.29M
1W
1946
1776 Wealth
Georgia
$3.28M
PCMK
1947
Paragon Capital Management (Kansas)
Kansas
$3.28M
CA
1948
Continuum Advisory
Idaho
$3.27M
HAC
1949
Harbor Advisory Corp
New Hampshire
$3.27M
IC
1950
Inscription Capital
Texas
$3.27M