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 %
TWM
2901
Tolleson Wealth Management
Texas
$984K -$291K -830 -23%
BWM
2902
Blossom Wealth Management
California
$984K -$35.4K -101 -3%
FCM
2903
Fourpath Capital Management
Oklahoma
$979K -$51.5K -147 -5%
SC
2904
Sierra Capital
Florida
$978K -$614K -1,751 -39%
GHA
2905
Granite Harbor Advisors
Texas
$976K +$225K +643 +30%
GBWM
2906
Granite Bay Wealth Management
New Hampshire
$974K -$81.6K -233 -8%
SWA
2907
SOA Wealth Advisors
New York
$973K +$857K +21,085 +739%
CFS
2908
Commonwealth Financial Services
West Virginia
$971K +$5.96K +17 +0.6%
BCM
2909
Blume Capital Management
California
$970K -$143K -407 -13%
CCM
2910
Cloud Capital Management
Washington
$970K +$970K +2,768 New
AFA
2911
Arlington Financial Advisors
California
$970K +$3.51K +10 +0.4%
CWM
2912
Cahaba Wealth Management
Georgia
$968K +$54.7K +156 +6%
BOPW
2913
Brandywine Oak Private Wealth
Pennsylvania
$965K
PG
2914
Prostatis Group
Maryland
$965K -$78.2K -223 -7%
SDWMA
2915
Schneider Downs Wealth Management Advisors
Pennsylvania
$963K -$124K -353 -11%
ES
2916
Eagle Strategies
New York
$961K +$61.3K +175 +7%
ALC
2917
Alexander Labrunerie & Co
Missouri
$958K +$701 +2 +0.1%
AWA
2918
Acorn Wealth Advisors
Michigan
$958K -$701 -2 -0.1%
AA
2919
Apriem Advisors
California
$955K -$166K -473 -15%
ERWM
2920
Elk River Wealth Management
Colorado
$955K -$2.1K -6 -0.2%
MC
2921
McMorgan & Co
California
$954K -$133K -380 -12%
YAVAPFMC
2922
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$953K
NFG
2923
Nadler Financial Group
Illinois
$950K +$47.3K +135 +5%
NAMNJ
2924
NorthStar Asset Management (New Jersey)
New Jersey
$948K +$20.3K +58 +2%
KFS
2925
Kaizen Financial Strategies
California
$945K +$4.21K +12 +0.4%