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 %
YIM
2926
Yoffe Investment Management
Pennsylvania
$945K
FC
2927
FCA Corp
Texas
$943K -$7.36K -21 -0.8%
MHC
2928
May Hill Capital
Massachusetts
$943K +$71.1K +203 +8%
WAOI
2929
Wealth Advisors of Iowa
Iowa
$943K +$24.5K +70 +3%
MTIC
2930
Missouri Trust & Investment Company
Missouri
$938K -$14K -40 -1%
WMA
2931
West Michigan Advisors
Michigan
$934K -$51.2K -146 -5%
CPRC
2932
Consolidated Portfolio Review Corp
New York
$933K +$79.2K +226 +9%
PEA
2933
Park Edge Advisors
Ohio
$929K +$41K +117 +5%
HCM
2934
Hutner Capital Management
Vermont
$927K +$927K +2,644 New
TW
2935
Traveka Wealth
California
$926K -$4.91K -14 -0.5%
LRIA
2936
Leonard Rickey Investment Advisors
Washington
$925K -$114K -340 -11%
TFA
2937
Tobias Financial Advisors
Florida
$924K +$54K +154 +6%
FB
2938
Finward Bancorp
Indiana
$920K +$5.96K +17 +0.7%
PCH
2939
PGIM Custom Harvest
New Jersey
$919K +$57.5K +164 +7%
HTIM
2940
Harbour Trust & Investment Management
Indiana
$919K -$37.5K -107 -4%
PVM
2941
Palogic Value Management
Texas
$917K
SFS
2942
Sharp Financial Services
Pennsylvania
$915K +$31.9K +91 +4%
CPW
2943
Crestmont Private Wealth
Texas
$914K +$95K +271 +12%
PCP
2944
Panoramic Capital Partners
Oregon
$914K -$227K -736 -20%
AFG
2945
Allegheny Financial Group
Pennsylvania
$914K -$30.8K -88 -3%
PA
2946
Promethium Advisors
Maryland
$913K +$51.5K +147 +6%
PWM
2947
Proathlete Wealth Management
Florida
$912K +$6.69K +19 +0.7%
HP
2948
Holistic Planning
Texas
$910K -$4.21K -12 -0.5%
KLCM
2949
KG&L Capital Management
Louisiana
$910K +$68.7K +196 +8%
GCA
2950
Gradient Capital Advisors
California
$908K +$5.61K +16 +0.6%