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 %
CWM
2526
Castle Wealth Management
Florida
$1.5M -$3.86K -11 -0.3%
HWA
2527
HMV Wealth Advisors
Louisiana
$1.5M
AWP
2528
Accretive Wealth Partners
New Jersey
$1.5M +$174K +499 +13%
APC
2529
Aspire Private Capital
North Carolina
$1.49M +$117K +333 +8%
WMP
2530
Wealth Management Partners
Arizona
$1.49M -$3.86K -11 -0.3%
MPWS
2531
McCarter Private Wealth Services
Massachusetts
$1.49M +$19.3K +55 +1%
PFA
2532
Professional Financial Advisors
Nebraska
$1.49M +$1.49M +4,251 New
PCM
2533
Price Capital Management
Louisiana
$1.49M +$1.49M +4,250 New
VIA
2534
Virtus Investment Advisers
Connecticut
$1.49M +$1.07M +3,056 +256%
NEWAS
2535
N.E.W. Advisory Services
Wisconsin
$1.48M +$351K +1,002 +31%
ACH
2536
ArrowMark Colorado Holdings
Colorado
$1.48M
SFG
2537
Shum Financial Group
California
$1.48M +$74K +211 +5%
RCM
2538
Riverpark Capital Management
New York
$1.48M -$123K -351 -8%
DF
2539
Dunhill Financial
United Kingdom
$1.48M +$125K +356 +9%
BI
2540
Ballast Inc
Kentucky
$1.48M +$58.2K +166 +4%
CWM
2541
Crowley Wealth Management
Delaware
$1.47M -$35K -100 -2%
NCFG
2542
New Century Financial Group
New Jersey
$1.47M -$243K -694 -14%
PMA
2543
Prudent Man Advisors
Illinois
$1.47M +$19.3K +55 +1%
PIM
2544
Profit Investment Management
Maryland
$1.47M -$291K -830 -17%
FA
2545
Fedenia Advisers
Wisconsin
$1.47M +$264K +754 +22%
WIA
2546
Westbourne Investment Advisors
Maryland
$1.47M -$21K -60 -1%
FFG
2547
Fiduciary Financial Group
California
$1.47M -$220K -678 -13%
KWS
2548
Keystone Wealth Services
California
$1.47M -$1.05K -3 -0.1%
AFT
2549
Alpha Family Trust
California
$1.47M
AP
2550
Adero Partners
California
$1.47M +$55.7K +159 +4%