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 %
AWM
2826
Allen Wealth Management
North Carolina
$1.09M -$17.5K -50 -2%
FFB
2827
First Financial Bankshares
Texas
$1.09M +$162K +461 +17%
FFG
2828
Floyd Financial Group
Missouri
$1.09M +$20.3K +58 +2%
KCM
2829
KRS Capital Management
Michigan
$1.09M +$350 +1 +0%
SPWM
2830
Spartan Planning & Wealth Management
North Carolina
$1.09M +$25.6K +73 +2%
MCC
2831
Money Concepts Capital
Florida
$1.09M +$45.6K +130 +4%
BFWA
2832
Benchmark Financial Wealth Advisors
Florida
$1.09M +$33.3K +95 +3%
LA
2833
Latitude Advisors
Florida
$1.09M +$2.45K +7 +0.2%
FA
2834
FDx Advisors
Illinois
$1.09M -$21.4K -61 -2%
MIM
2835
MTM Investment Management
South Carolina
$1.09M -$61K -176 -5%
PCWA
2836
Pacific Capital Wealth Advisors
California
$1.09M
PMFA
2837
Plante Moran Financial Advisors
Michigan
$1.08M -$347K -989 -24%
KFSC
2838
Keystone Financial Services (Colorado)
Colorado
$1.08M -$7.71K -22 -0.7%
T
2839
TrueFG
Texas
$1.08M
DA
2840
Dover Advisors
Virginia
$1.08M +$36.1K +103 +3%
SWM
2841
Stockman Wealth Management
Montana
$1.08M +$20.7K +59 +2%
IIC
2842
Integrated Investment Consultants
Michigan
$1.07M +$34K +97 +3%
CG
2843
Clarus Group
Texas
$1.07M -$102K -290 -9%
CA
2844
Capital Advantage
California
$1.07M
CAM
2845
Campion Asset Management
Virginia
$1.07M
PCM
2846
Pointe Capital Management
Michigan
$1.07M -$130K -370 -11%
SIC
2847
Samalin Investment Counsel
New York
$1.07M +$68.4K +195 +7%
WMA
2848
Wealth Management Associates
New Jersey
$1.07M +$38.2K +109 +4%
NSB
2849
Norway Savings Bank
Maine
$1.07M -$10.9K -31 -1%
OFG
2850
Oxford Financial Group
Indiana
$1.06M -$216K -617 -17%