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, 1,627 increasing their positions, 1,905 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
1,627
Reduced
1,905
Closed
145
Calls
$5.19B
Puts
$6.61B
Net Calls
-$1.42B
Net Calls Change
-$796M
Name Holding Trade Value Shares
Change
Shares
Change %
DBRC
2951
D.B. Root & Company
Pennsylvania
$907K -$138K -393 -13%
LF
2952
Lantz Financial
Illinois
$906K +$88.7K +253 +11%
AWS
2953
Aspen Wealth Strategies
Colorado
$906K -$29.8K -85 -3%
SCA
2954
St. Clair Advisors
Ohio
$905K
SCM
2955
SOL Capital Management
Maryland
$904K -$17.5K -50 -2%
BBNA
2956
Bremer Bank National Association
Minnesota
$903K +$39.6K +113 +5%
PCM
2957
Permanent Capital Management
Illinois
$900K -$151K -432 -14%
WCM
2958
Wedge Capital Management
North Carolina
$898K +$40.7K +116 +5%
CCA
2959
Catalyst Capital Advisors
New York
$897K +$106K +303 +13%
LA
2960
Lane & Associates
New Jersey
$897K -$7.36K -21 -0.8%
AA
2961
Addison Advisors
Vermont
$895K -$1.75K -5 -0.2%
DSN
2962
D. Scott Neal
Kentucky
$894K
RFG
2963
RFP Financial Group
Georgia
$892K +$3.15K +9 +0.4%
GC
2964
Garde Capital
Washington
$891K -$18.6K -53 -2%
LAS
2965
LWM Advisory Services
Florida
$890K -$32.1K -92 -3%
WIA
2966
Wealthedge Investment Advisors
New York
$889K -$72.6K -207 -8%
FI
2967
Financial Insights
Washington
$887K +$8.76K +25 +1%
EL
2968
EWA LLC
Pennsylvania
$887K +$94.3K +269 +12%
PWA
2969
Primoris Wealth Advisors
Florida
$887K +$5.26K +15 +0.6%
SFC
2970
SYM Financial Corp
Indiana
$886K +$117K +334 +15%
SPW
2971
Sonoma Private Wealth
California
$884K -$3.86K -11 -0.4%
CRIG
2972
Charter Research & Investment Group
Connecticut
$883K
WSWA
2973
Warren Street Wealth Advisors
California
$883K +$42.7K +122 +5%
IWP
2974
Invenio Wealth Partners
Florida
$883K -$33.3K -95 -4%
PFSC
2975
Peoples Financial Services Corp
Pennsylvania
$883K +$5.26K +15 +0.6%