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 %
FA
2501
Fiducient Advisors
Illinois
$1.54M -$12.3K -35 -0.8%
CP
2502
Castleview Partners
Texas
$1.53M -$581K -1,659 -27%
JWM
2503
JGP Wealth Management
Oregon
$1.53M +$213K +608 +16%
FCFC
2504
First Commonwealth Financial Corp
Pennsylvania
$1.53M -$302K -862 -16%
RCM
2505
RMR Capital Management
California
$1.53M
CRI
2506
Colonial River Investments
Virginia
$1.53M +$789K +2,252 +107%
BFIC
2507
Bedell Frazier Investment Counselling
California
$1.53M -$200K -570 -12%
1WM
2508
1900 Wealth Management
Texas
$1.53M -$67.6K -193 -4%
GIO
2509
Galilei Investment Office
United Kingdom
$1.52M
YWM
2510
Yukon Wealth Management
Kansas
$1.52M +$1.52M +4,348 New
CG
2511
Corundum Group
Colorado
$1.52M -$770K -2,196 -34%
LRWM
2512
Lord & Richards Wealth Management
Colorado
$1.52M +$844K +2,409 +125%
SRA
2513
Secured Retirement Advisors
Minnesota
$1.52M -$1.05M -2,996 -41%
RFS
2514
Richardson Financial Services
Massachusetts
$1.52M -$5.61K -16 -0.4%
HCG
2515
Haven Capital Group
California
$1.52M +$1.52M +4,328 New
PWMG
2516
Pinnacle Wealth Management Group
Michigan
$1.52M -$8.06K -23 -0.5%
OPWM
2517
Oakwell Private Wealth Management
Texas
$1.52M +$155K +443 +11%
VV
2518
Verity & Verity
South Carolina
$1.51M -$154K -439 -9%
NLGIA
2519
Nippon Life Global Investors Americas
New York
$1.51M -$368K -1,050 -20%
AGWCA
2520
Annis Gardner Whiting Capital Advisors
Florida
$1.51M -$822K -2,345 -35%
UFF
2521
USA Financial Formulas
Michigan
$1.51M +$1.51M +4,316 New
BWM
2522
BigSur Wealth Management
Florida
$1.51M
WCM
2523
WealthBridge Capital Management
Ohio
$1.51M -$89.4K -255 -6%
WFAG
2524
Worth Financial Advisory Group
North Carolina
$1.51M +$271K +772 +22%
FFA
2525
Florida Financial Advisors
Florida
$1.5M -$265K -756 -15%