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
RPCONE
2001
Retirement Planning Company of New England
Rhode Island
$3.01M
OFS
2002
OneAscent Financial Services
Alabama
$2.98M
MSFP
2003
Mark Sheptoff Financial Planning
Connecticut
$2.98M
TCG
2004
Tremblant Capital Group
Florida
$2.97M
SFO
2005
Stokes Family Office
Louisiana
$2.97M
JIC
2006
Joel Isaacson & Co
New York
$2.97M
SWM
2007
Sculati Wealth Management
Michigan
$2.97M
WWM
2008
WT Wealth Management
Arizona
$2.96M
DCM
2009
Dudley Capital Management
Virginia
$2.96M
SW
2010
SkyOak Wealth
Michigan
$2.95M
HIC
2011
Holderness Investments Company
North Carolina
$2.95M
MA
2012
MONECO Advisors
Connecticut
$2.93M
BA
2013
Ballast Advisors
Minnesota
$2.93M
SP
2014
Stonebrook Private
Michigan
$2.93M
WB
2015
WesBanco Bank
West Virginia
$2.93M
BFA
2016
Beacon Financial Advisory
Ohio
$2.91M
PPWM
2017
Paragon Private Wealth Management
Kentucky
$2.91M
LI
2018
Louisbourg Investments
New Brunswick, Canada
$2.91M
SFM
2019
Systematic Financial Management
New Jersey
$2.91M
HA
2020
Helium Advisors
Washington
$2.89M
MFP
2021
Meridian Financial Partners
Virginia
$2.88M
OFS
2022
Orrstown Financial Services
Pennsylvania
$2.88M
PH
2023
Pinnacle Holdings
Oklahoma
$2.88M
IC
2024
Iconiq Capital
California
$2.87M
AWC
2025
Abundance Wealth Counselors
Pennsylvania
$2.87M