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 %
CPA
2601
Court Place Advisors
Maryland
$1.38M +$67.3K +192 +5%
AWA
2602
AGH Wealth Advisors
Kansas
$1.38M -$65.5K -187 -5%
AA
2603
Aire Advisors
California
$1.38M -$58.5K -167 -4%
IA
2604
Intellus Advisors
Florida
$1.38M +$701 +2 +0.1%
AWM
2605
Alterna Wealth Management
Texas
$1.38M +$50.1K +143 +4%
FNC
2606
First National Corp
Massachusetts
$1.38M +$20.7K +59 +2%
TM
2607
TigerOak Management
New Mexico
$1.37M -$5.61K -16 -0.4%
BMWS
2608
Brady Martz Wealth Solutions
North Dakota
$1.37M -$3.86K -11 -0.3%
LIA
2609
Lynx Investment Advisory
District of Columbia
$1.37M -$77.8K -222 -5%
CCA
2610
Cypress Capital Advisors
Tennessee
$1.37M -$4.91K -14 -0.4%
HAM
2611
Hickory Asset Management
Ohio
$1.37M -$31.5K -90 -2%
PW
2612
Paladin Wealth
Minnesota
$1.37M +$19.3K +55 +1%
TWP
2613
Tempus Wealth Planning
California
$1.37M +$35K +100 +3%
SPL
2614
Smart Portfolios LLC
Washington
$1.37M -$8.76K -25 -0.6%
APW
2615
Acima Private Wealth
Virginia
$1.37M
CP
2616
Camelot Portfolios
Ohio
$1.36M +$1.36M +3,888 New
FFA
2617
Founders Financial Alliance
North Carolina
$1.36M +$438K +1,250 +47%
SLT
2618
St Louis Trust
Missouri
$1.36M
HIM
2619
Hillsdale Investment Management
Ontario, Canada
$1.36M +$308K +880 +29%
LA
2620
Lifeworks Advisors
Michigan
$1.36M +$550K +1,569 +68%
CC
2621
Callan Capital
California
$1.35M +$294K +840 +28%
KA
2622
KDT Advisors
New York
$1.35M -$164K -467 -11%
EWM
2623
Elmwood Wealth Management
California
$1.35M -$3.86K -11 -0.3%
AWA
2624
Alta Wealth Advisors
Massachusetts
$1.35M +$3.15K +9 +0.2%
SAM
2625
Satovsky Asset Management
New York
$1.35M +$2.1K +6 +0.2%