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 %
FFG
3026
Frisch Financial Group
New York
$819K +$22.1K +63 +3%
PCM
3027
Princeton Capital Management
New Jersey
$813K -$70.1K -200 -8%
QFW
3028
QTR Family Wealth
Florida
$812K +$812K +2,316 New
MAG
3029
MRA Advisory Group
New Jersey
$812K -$550K -1,570 -40%
HTHT
3030
Hemenway Trust Hemenway Trust
New Hampshire
$811K -$8.76K -25 -1%
SGAM
3031
Smith Group Asset Management
Texas
$811K +$86.6K +247 +12%
TWP
3032
Triad Wealth Partners
Kansas
$810K +$68K +194 +9%
CNFG
3033
Creegan & Nassoura Financial Group
New Hampshire
$810K -$75.7K -216 -9%
GP
3034
Geneva Partners
Wisconsin
$809K -$1.05K -3 -0.1%
AWA
3035
Amplius Wealth Advisors
Pennsylvania
$809K +$34.3K +98 +4%
MAS
3036
MPWM Advisory Solutions
Georgia
$807K -$53.6K -153 -6%
CA
3037
Cannon Advisors
North Carolina
$806K +$806K +2,301 New
RW
3038
Rede Wealth
Virginia
$806K -$19.6K -56 -2%
GWA
3039
GGM Wealth Advisors
Maryland
$805K +$7.09K +21 +0.9%
FAG
3040
Fortitude Advisory Group
Washington
$804K -$85.5K -258 -10%
DWM
3041
Dogwood Wealth Management
Kansas
$803K +$755K +2,154 +1,572%
RP
3042
Rice Partnership
Hawaii
$802K -$15.8K -45 -2%
LPAM
3043
Lodestar Private Asset Management
California
$800K -$35K -100 -4%
GA
3044
Goldstein Advisors
Wisconsin
$799K -$44.2K -126 -5%
EA
3045
Emerald Advisers
Pennsylvania
$798K -$240K -684 -23%
AA
3046
AlphaQ Advisors
Florida
$797K -$5.26K -15 -0.7%
HC
3047
Hamilton Capital
Ohio
$797K +$45.6K +130 +6%
LWANC
3048
Laurel Wealth Advisors (North Carolina)
North Carolina
$796K +$2.45K +7 +0.3%
JFGLC
3049
Johnson Financial Group LLC (Colorado)
Colorado
$793K +$793K +2,263 New
FCIM
3050
Fairview Capital Investment Management
California
$790K