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 %
NLP
2776
Next Level Private
New York
$1.16M +$1.75K +5 +0.2%
OWP
2777
ORG Wealth Partners
Texas
$1.16M +$245K +707 +27%
BWM
2778
BankPlus Wealth Management
Mississippi
$1.16M -$9.11K -26 -0.8%
GAM
2779
Gemmer Asset Management
California
$1.16M -$197K -563 -15%
BWG
2780
Berry Wealth Group
Texas
$1.16M +$166K +473 +17%
RPGK
2781
Retirement Planning Group (Kansas)
Kansas
$1.16M +$195K +555 +20%
SC
2782
Saiph Capital
New Jersey
$1.16M +$4.91K +14 +0.4%
IP
2783
Ignite Planners
California
$1.16M +$175K +512 +18%
CMI
2784
Clare Market Investments
Texas
$1.15M +$160K +456 +16%
AIM
2785
Advyzon Investment Management
Illinois
$1.15M +$282K +805 +32%
SWM
2786
Salvus Wealth Management
New Jersey
$1.15M +$18.2K +52 +2%
OFW
2787
Omnia Family Wealth
Florida
$1.15M -$84.8K -242 -7%
HCM
2788
Hutchinson Capital Management
California
$1.15M -$56.8K -162 -5%
DMBA
2789
Deseret Mutual Benefit Administrators
Utah
$1.15M +$90.4K +258 +9%
CPA
2790
Cardiff Park Advisors
California
$1.15M +$350 +1 +0%
CWP
2791
Curated Wealth Partners
California
$1.15M +$53.6K +153 +5%
FPB
2792
First PREMIER Bank
South Dakota
$1.15M
FGWP
2793
Founders Grove Wealth Partners
Virginia
$1.15M -$33.6K -96 -3%
AGAM
2794
Audent Global Asset Management
California
$1.15M -$143K -408 -11%
TFIPS
2795
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.15M +$47.3K +135 +4%
RWM
2796
Revisor Wealth Management
Ohio
$1.15M +$314K +897 +38%
CHJWM
2797
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.14M +$994 +3 +0.1%
MAM
2798
McLean Asset Management
Virginia
$1.14M +$34.8K +113 +3%
SL
2799
Sentinus LLC
Illinois
$1.14M +$93.6K +267 +9%
HBS
2800
Howard Bailey Securities
Indiana
$1.14M -$58.5K -167 -5%