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 %
AIP
3001
ARS Investment Partners
New York
$852K
AG
3002
AmeriFlex Group
Nevada
$851K +$704K +2,008 +479%
HWM
3003
Hemington Wealth Management
Virginia
$849K +$60.6K +173 +8%
CWM
3004
Centricity Wealth Management
Ohio
$849K
APWA
3005
Atlas Private Wealth Advisors
New Jersey
$848K +$74.3K +212 +10%
CMAI
3006
Capital Management Associates Inc
Minnesota
$847K +$410K +1,170 +94%
CFGA
3007
Cambridge Financial Group (Arizona)
Arizona
$846K +$30.4K +88 +4%
MSCM
3008
McElhenny Sheffield Capital Management
Texas
$846K +$480K +1,369 +131%
SWM
3009
Scissortail Wealth Management
Oklahoma
$846K -$172K -490 -17%
YWS
3010
Yarger Wealth Strategies
Ohio
$846K +$36.5K +104 +5%
SIA
3011
SeaBridge Investment Advisors
New Jersey
$842K
NPT
3012
Nixon Peabody Trust
Massachusetts
$842K +$98.5K +281 +13%
RFW
3013
Rainier Family Wealth
Washington
$841K +$3.86K +11 +0.5%
LA
3014
LexAurum Advisors
Kansas
$840K -$30.1K -86 -3%
BFAG
3015
Blackston Financial Advisory Group
Florida
$839K +$54K +154 +7%
GCM
3016
Gator Capital Management
Florida
$838K
GWAG
3017
Garrett Wealth Advisory Group
Texas
$835K +$257K +733 +44%
BIA
3018
Biondo Investment Advisors
Pennsylvania
$833K
PWM
3019
Puff Wealth Management
New Jersey
$827K +$29.4K +84 +4%
RLIM
3020
Red Lighthouse Investment Management
New York
$827K -$558 -2 -0.1%
WAM
3021
Winslow Asset Management
Ohio
$824K
CFG
3022
Copley Financial Group
California
$824K -$27K -77 -3%
AWM
3023
Act Wealth Management
Texas
$824K -$8.76K -25 -1%
MSG
3024
Main Street Group
Virginia
$821K +$4.55K +13 +0.6%
LAM
3025
Lewis Asset Management
California
$820K +$10.9K +31 +1%