4,221 hedge funds and large institutions have $526B invested in Visa in 2025 Q1 according to their latest regulatory filings, with 219 funds opening new positions, 1,628 increasing their positions, 1,904 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,221
Holders Change
-7
Holders Change %
-0.17%
% of All Funds
57.33%
Holding in Top 10
683
Holding in Top 10 Change
+136
Holding in Top 10 Change %
+24.86%
% of All Funds
9.28%
New
219
Increased
1,628
Reduced
1,904
Closed
145
Calls
$5.19B
Puts
$6.61B
Net Calls
-$1.42B
Net Calls Change
-$796M
Name Holding Trade Value Shares
Change
Shares
Change %
HKAM
2476
Horizon Kinetics Asset Management
New York
$1.59M
RFA
2477
Resurgent Financial Advisors
Georgia
$1.59M +$9.46K +27 +0.6%
BCM
2478
BluePath Capital Management
Georgia
$1.59M -$158K -452 -9%
BPW
2479
Bingham Private Wealth
California
$1.59M +$7.36K +21 +0.5%
OL
2480
OneFund LLC
Florida
$1.58M +$1.75K +5 +0.1%
JF
2481
JSF Financial
California
$1.58M -$11.6K -33 -0.7%
CIM
2482
CIM Investment Management
Pennsylvania
$1.57M +$161K +460 +11%
KAS
2483
KPP Advisory Services
Kentucky
$1.57M +$68.3K +195 +5%
TSMHT
2484
Thurston Springer Miller Herd & Titak
Indiana
$1.57M +$458K +1,305 +41%
MSS
2485
Mitchell Sinkler & Starr
Pennsylvania
$1.57M -$64.8K -185 -4%
CWIG
2486
Chung Wu Investment Group
Texas
$1.57M -$17.5K -50 -1%
PFA
2487
Pathway Financial Advisers
Indiana
$1.57M +$119K +340 +8%
FDCP
2488
Foster Dykema Cabot & Partners
Massachusetts
$1.57M +$36.1K +103 +2%
ARMT
2489
Amica Retiree Medical Trust
Rhode Island
$1.57M -$374K -1,066 -19%
CFIA
2490
Cantor Fitzgerald Investment Advisors
New York
$1.56M -$5.96K -17 -0.4%
OWA
2491
Outlook Wealth Advisors
Texas
$1.56M -$10.2K -29 -0.6%
UCB
2492
United Community Bank
South Carolina
$1.56M +$110K +314 +8%
LWP
2493
LeClair Wealth Partners
Ohio
$1.56M -$136K -389 -8%
RBFC
2494
Roman Butler Fullerton & Co
Missouri
$1.56M -$47.4K -141 -3%
CFS
2495
Coordinated Financial Services
Colorado
$1.56M +$21K +60 +1%
FCA
2496
Fortis Capital Advisors
Kansas
$1.56M +$775K +2,211 +99%
SEIA
2497
Signature Estate & Investment Advisors
California
$1.55M -$27K -77 -2%
CA
2498
Centerpoint Advisors
Massachusetts
$1.55M -$7.01K -20 -0.5%
AIP
2499
Alexis Investment Partners
Texas
$1.54M +$24.5K +71 +2%
GAG
2500
Goodman Advisory Group
Massachusetts
$1.54M +$1.54M +4,382 New