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 %
BWM
2976
BlackDiamond Wealth Management
New York
$882K -$10.2K -29 -1%
AFGAS
2977
Allegiance Financial Group Advisory Services
Virginia
$881K -$211K -603 -19%
CPC
2978
Cookson Peirce & Co
Pennsylvania
$876K +$190K +543 +28%
BOTPPF
2979
Board of the Pension Protection Fund
United Kingdom
$876K -$315K -900 -26%
SCA
2980
Sage Capital Advisors
South Dakota
$876K +$16.1K +46 +2%
SWA
2981
Sax Wealth Advisors
New Jersey
$876K +$82K +234 +10%
NA
2982
Navellier & Associates
Nevada
$876K
MEG
2983
Millstone Evans Group
Colorado
$872K
CPL
2984
CAP Partners LLC
Tennessee
$872K -$15.4K -44 -2%
MWA
2985
Moser Wealth Advisors
Washington
$869K +$18.9K +54 +2%
MFF
2986
Michels Family Financial
Texas
$867K +$18.2K +52 +2%
FCM
2987
Family Capital Management
Michigan
$867K +$106K +303 +14%
VAM
2988
Verity Asset Management
North Carolina
$867K -$11.6K -33 -1%
FBC
2989
Fairfield, Bush & Co
Connecticut
$864K -$29.1K -83 -3%
VAF
2990
Values Added Financial
District of Columbia
$861K +$40.7K +116 +5%
LFA
2991
Laraway Financial Advisors
Minnesota
$859K -$17.5K -50 -2%
CAG
2992
Curtis Advisory Group
California
$859K
UIM
2993
Unified Investment Management
Georgia
$858K -$44.9K -128 -5%
BTWM
2994
Brass Tax Wealth Management
Ohio
$857K +$37.8K +108 +5%
TC
2995
TAGStone Capital
North Carolina
$857K +$1.05K +3 +0.1%
PD
2996
Planning Directions
Pennsylvania
$857K +$857K +2,445 New
RIP
2997
RAM Investment Partners
Washington
$856K +$138K +395 +19%
GSIAS
2998
Garden State Investment Advisory Services
New Jersey
$854K -$31K -88 -3%
TCM
2999
Tandem Capital Management
New Jersey
$854K
SPWG
3000
Sage Private Wealth Group
Illinois
$852K +$21.4K +61 +3%