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 %
USWIA
2876
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.02M +$124K +353 +14%
GWM
2877
GK Wealth Management
Nevada
$1.02M -$170K -485 -14%
ACM
2878
Arcataur Capital Management
Wisconsin
$1.02M -$84.1K -240 -8%
AF
2879
Atala Financial
California
$1.02M
FCA
2880
FLC Capital Advisors
California
$1.02M -$8.41K -24 -0.8%
Cohen & Steers
2881
Cohen & Steers
New York
$1.02M +$443K +1,265 +77%
WAM
2882
WealthTrust Asset Management
Florida
$1.02M +$739K +2,110 +267%
CIS
2883
Custom Index Systems
New York
$1.01M -$107K -304 -10%
BBW
2884
Blue Barn Wealth
Utah
$1.01M +$350 +1 +0%
KFA
2885
Kapstone Financial Advisors
Ohio
$1.01M -$1.05K -3 -0.1%
SFG
2886
Sunburst Financial Group
Alabama
$1.01M +$98.1K +280 +11%
HWMO
2887
Heritage Wealth Management (Ohio)
Ohio
$1.01M +$77.1K +220 +8%
MMEA
2888
Main Management ETF Advisors
California
$1.01M +$1.01M +2,884 New
PHAM
2889
Palisades Hudson Asset Management
Florida
$1.01M
WPW
2890
Warther Private Wealth
Ohio
$1M -$24.5K -70 -2%
CCA
2891
Coign Capital Advisors
Utah
$1M -$64.5K -184 -6%
S
2892
Sunpointe
Missouri
$999K -$486K -1,388 -33%
IF
2893
Intrua Financial
Texas
$996K -$34.7K -99 -3%
NFG
2894
Northeast Financial Group
Pennsylvania
$995K -$24.5K -70 -2%
AC
2895
Apella Capital
Connecticut
$994K +$401K +1,207 +68%
BF
2896
Brucke Financial
Indiana
$993K +$2.42K +7 +0.2%
SF
2897
Seek First
California
$992K +$992K +2,832 New
KL
2898
KilterHowling LLC
Colorado
$992K +$17.2K +49 +2%
BFC
2899
Bedel Financial Consulting
Indiana
$991K +$6.26K +18 +0.6%
RWI
2900
Red Wave Investments
Pennsylvania
$987K