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 %
ESBC
2801
E.S. Barr & Co
Kentucky
$1.14M
RSC
2802
Red Spruce Capital
Pennsylvania
$1.14M -$196K -559 -15%
LIA
2803
LBMC Investment Advisors
Tennessee
$1.14M +$112K +320 +11%
GWA
2804
Gratus Wealth Advisors
Virginia
$1.13M -$36.1K -103 -3%
FG
2805
Foster Group
Iowa
$1.13M +$232K +661 +26%
G
2806
GenTrust
Florida
$1.12M +$39.6K +113 +4%
KA
2807
Kearns & Associates
California
$1.12M
OFG
2808
Omega Financial Group
California
$1.12M +$21K +60 +2%
RWS
2809
Resolute Wealth Strategies
Mississippi
$1.12M -$8.76K -25 -0.8%
KW
2810
KWB Wealth
California
$1.12M +$36K +114 +3%
FOA
2811
Five Oceans Advisors
California
$1.12M +$9.46K +27 +0.9%
EFA
2812
Evernest Financial Advisors
Indiana
$1.12M -$151K -430 -12%
BCA
2813
Bay Capital Advisors
Virginia
$1.11M -$1.75K -5 -0.2%
PFG
2814
PAX Financial Group
Texas
$1.11M +$139K +397 +14%
EW
2815
Elyxium Wealth
California
$1.11M +$1.11M +3,173 New
SP
2816
Sequent Planning
Nebraska
$1.11M -$35.7K -102 -3%
NRC
2817
New Republic Capital
North Carolina
$1.11M +$21.7K +62 +2%
BFA
2818
Bragg Financial Advisors
North Carolina
$1.11M +$74.7K +213 +7%
IWA
2819
Inspirion Wealth Advisors
Illinois
$1.11M
TC
2820
Trilogy Capital
California
$1.11M -$28K -80 -2%
WFM
2821
Wolff Financial Management
Michigan
$1.11M +$193K +550 +21%
AC
2822
ASB Consultores
Florida
$1.1M -$622K -1,776 -36%
VC
2823
Veracity Capital
Georgia
$1.1M +$22.4K +64 +2%
TPW
2824
Transatlantique Private Wealth
New York
$1.1M +$19.3K +55 +2%
WFA
2825
Wellspring Financial Advisors
Ohio
$1.1M -$96.6K -276 -8%