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
SJIM
2376
St. Johns Investment Management
Florida
$1.81M
BEAM
2377
Baker Ellis Asset Management
Washington
$1.81M
MW
2378
MBL Wealth
North Carolina
$1.81M
AWM
2379
Ariadne Wealth Management
California
$1.8M
SIC
2380
Sage Investment Counsel
Tennessee
$1.8M
MFG
2381
Monte Financial Group
Connecticut
$1.8M
CP
2382
Covenant Partners
Tennessee
$1.8M
LGA
2383
Lebenthal Global Advisors
New York
$1.79M
IA
2384
IFC Advisors
California
$1.79M
AW
2385
Alteri Wealth
California
$1.79M
FNBOH
2386
First National Bank of Hutchinson
Kansas
$1.79M
HI
2387
Harper Investing
California
$1.79M
PWM
2388
Prentice Wealth Management
New York
$1.78M
RGF
2389
Retirement Guys Formula
Ohio
$1.78M
PHS
2390
Pekin Hardy Strauss
Illinois
$1.77M
RA
2391
RoundAngle Advisors
New Jersey
$1.77M
BAM
2392
Berkshire Asset Management
Pennsylvania
$1.77M
VWA
2393
Visionary Wealth Advisors
Illinois
$1.77M
PCA
2394
Purkiss Capital Advisors
Connecticut
$1.77M
OL
2395
one8zero8 LLC
North Carolina
$1.76M
JWA
2396
JFS Wealth Advisors
Pennsylvania
$1.76M
ACM
2397
Allred Capital Management
Texas
$1.75M
CLC
2398
Charles-Lim Capital
Hong Kong
$1.75M
OWA
2399
Opal Wealth Advisors
New York
$1.75M
JCM
2400
Jacobsen Capital Management
Utah
$1.75M