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 %
YP
2576
YANKCOM Partnership
South Dakota
$1.42M -$24.9K -71 -2%
BCP
2577
Berkeley Capital Partners
Georgia
$1.42M +$12.3K +35 +0.9%
TF
2578
Tudor Financial
Ohio
$1.42M +$7.71K +22 +0.5%
FWM
2579
FFT Wealth Management
Pennsylvania
$1.42M +$167K +477 +13%
FBT
2580
First Bank & Trust
South Dakota
$1.42M +$30.8K +88 +2%
OCM
2581
Orion Capital Management
California
$1.42M -$80.3K -229 -5%
PWM
2582
Paulson Wealth Management
Illinois
$1.42M -$157K -449 -10%
CST
2583
Charles Schwab Trust
Nevada
$1.41M -$477K -1,361 -25%
TNBTD
2584
Trustmark National Bank Trust Department
Mississippi
$1.41M +$571K +1,629 +68%
SB
2585
Sunflower Bank
Texas
$1.41M +$7.01K +20 +0.5%
HL
2586
HeadInvest LLC
Maine
$1.41M +$4.56K +13 +0.3%
BWM
2587
Baron Wealth Management
Michigan
$1.41M +$159K +455 +13%
TPWA
2588
TRUE Private Wealth Advisors
Oregon
$1.41M -$351 -1 -0%
4WM
2589
49 Wealth Management
Texas
$1.4M +$148K +423 +12%
HA
2590
Harbor Advisors
Florida
$1.4M
RIM
2591
Redwood Investment Management
Arizona
$1.4M -$1.28M -3,641 -48%
SIA
2592
Strategic Investment Advisors
Michigan
$1.4M -$83.1K -237 -6%
QFA
2593
Quantum Financial Advisors
California
$1.4M
PIA
2594
Pollock Investment Advisors
Michigan
$1.4M
TA
2595
Tectonic Advisors
Texas
$1.4M -$3.15K -9 -0.2%
TA
2596
TCM Advisors
West Virginia
$1.39M -$1.26M
FFA
2597
Fi3 Financial Advisors
Indiana
$1.39M +$93.6K +267 +7%
TWM
2598
Trueblood Wealth Management
Ohio
$1.39M +$471K +1,343 +51%
SCP
2599
Sivia Capital Partners
California
$1.39M +$108K +308 +8%
ECM
2600
Elgethun Capital Management
South Dakota
$1.39M -$50.1K -143 -3%