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
QPWM
2126
Quadrant Private Wealth Management
Pennsylvania
$2.47M
APA
2127
Astoria Portfolio Advisors
New York
$2.47M
FBT
2128
First Bankers Trust
Kentucky
$2.47M
SL
2129
SFM LLC
New Hampshire
$2.47M
GPA
2130
Guerra Pan Advisors
New Jersey
$2.47M
ITIM
2131
Indiana Trust & Investment Management
Indiana
$2.47M
TWM
2132
Topsail Wealth Management
North Carolina
$2.46M
PMSA
2133
Patrick M. Sweeney & Associates
Illinois
$2.46M
HHAA
2134
Henry H. Armstrong Associates
Pennsylvania
$2.45M
CAMV
2135
Concord Asset Management (Virginia)
Virginia
$2.45M
OCM
2136
Olstein Capital Management
New York
$2.45M
CSPIA
2137
Cary Street Partners Investment Advisory
Virginia
$2.45M
CCG
2138
Chatham Capital Group
Georgia
$2.45M
GAM
2139
Grandview Asset Management
Pennsylvania
$2.45M
BOJHT
2140
Bank of Jackson Hole Trust
Wyoming
$2.45M
CWMK
2141
Caliber Wealth Management (Kansas)
Kansas
$2.45M
WEG
2142
World Equity Group
Illinois
$2.44M
CGFA
2143
Colton Groome Financial Advisors
North Carolina
$2.44M
BOC
2144
Barbara Oil Co
Illinois
$2.44M
OC
2145
Oakworth Capital
Alabama
$2.43M
TPW
2146
Talon Private Wealth
Florida
$2.43M
JWCA
2147
J.W. Coons Advisors
Ohio
$2.43M
DFG
2148
Delta Financial Group
New Jersey
$2.42M
JSAM
2149
J. Safra Asset Management
New York
$2.42M
HFO
2150
Heritage Family Offices
Arizona
$2.42M