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 %
RCM
3051
Raleigh Capital Management
North Carolina
$790K -$88.7K -253 -10%
KG
3052
Kilter Group
New York
$787K +$4.56K +13 +0.6%
PW
3053
Potentia Wealth
California
$787K
EAM
3054
Evanson Asset Management
California
$785K -$32.9K -94 -4%
MJP
3055
Michael J. Puzo
$783K -$26.3K -75 -3%
CP
3056
Clarendon Private
Massachusetts
$783K +$11.6K +33 +1%
SI
3057
Saxon Interests
Texas
$780K +$68K +194 +10%
SFWA
3058
Summit Financial Wealth Advisors
Louisiana
$779K +$2.45K +7 +0.3%
OA
3059
Operose Advisors
Wisconsin
$775K -$13K -37 -2%
SIM
3060
SSI Investment Management
California
$774K -$350 -1 -0%
CCG
3061
Catalina Capital Group
California
$773K -$2.67M -7,620 -78%
VC
3062
Veery Capital
Delaware
$772K -$3.15K -9 -0.4%
Aristotle Capital Management
3063
Aristotle Capital Management
California
$771K
BA
3064
Birinyi Associates
Connecticut
$771K
CWA
3065
Canvas Wealth Advisors
Kansas
$770K +$52.4K +158 +7%
RWM
3066
RKL Wealth Management
Pennsylvania
$767K +$55.7K +159 +8%
YLHM
3067
Yelin Lapidot Holdings Management
Israel
$766K
OP
3068
ORG Partners
Indiana
$766K -$1.07M -3,096 -58%
CA
3069
Crumly & Associates
Illinois
$764K +$15.8K +45 +2%
GCM
3070
Gallacher Capital Management
Colorado
$764K +$374K +1,067 +96%
CIP
3071
Convergence Investment Partners
Florida
$760K -$176K -503 -19%
EA
3072
Emerald Advisors
Washington
$759K +$109K +312 +17%
LOIM
3073
Liberty One Investment Management
Illinois
$758K -$27.3K -78 -3%
OHWA
3074
Oak Hill Wealth Advisors
Virginia
$758K
IA
3075
Insight Advisors
Pennsylvania
$755K +$121K +345 +19%