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 %
AC
3076
AXQ Capital
New Jersey
$755K +$755K +2,154 New
SCA
3077
Sandy Cove Advisors
Massachusetts
$753K +$57.8K +165 +8%
LCM
3078
LVM Capital Management
Michigan
$751K
PCM
3079
PAR Capital Management
Massachusetts
$750K +$526K +1,500 +234%
AWA
3080
AmeriServ Wealth Advisors
Pennsylvania
$750K -$288K -821 -28%
MFWP
3081
Mosaic Family Wealth Partners
Missouri
$748K +$101K +289 +16%
AR
3082
Apeiron RIA
Texas
$747K -$56.1K -160 -7%
TFA
3083
Tranquilli Financial Advisor
New Jersey
$745K -$17.5K -50 -2%
MMHP
3084
Murphy Middleton Hinkle & Parker
Georgia
$743K
AWAG
3085
ARS Wealth Advisors Group
Florida
$741K -$48.4K -138 -6%
AAG
3086
Armstrong Advisory Group
Massachusetts
$740K
WA
3087
Westfuller Advisors
New York
$740K +$211K +603 +40%
PPW
3088
Parcion Private Wealth
Washington
$740K +$105K +300 +17%
OWA
3089
ORBA Wealth Advisors
Illinois
$739K -$11.6K -33 -2%
COCM
3090
Charter Oak Capital Management
New Hampshire
$738K +$74.3K +212 +11%
LI
3091
LifeWealth Investments
Florida
$736K +$294K +840 +67%
TCM
3092
Towercrest Capital Management
Pennsylvania
$735K -$90.8K -259 -11%
HHRDM
3093
H&H Retirement Design & Management
Nevada
$733K -$960 -3 -0.1%
CPWA
3094
Cerro Pacific Wealth Advisors
California
$731K -$14.9K -47 -2%
NCG
3095
Newport Capital Group
New Jersey
$730K +$21.4K +61 +3%
RA
3096
Rational Advisors
New York
$728K -$317K -904 -30%
ANC
3097
Ames National Corp
Iowa
$727K +$26.3K +75 +4%
BAM
3098
Bosun Asset Management
Illinois
$725K -$60.3K -172 -8%
CBT
3099
CoreFirst Bank & Trust
Kansas
$725K
CSB
3100
City State Bank
Iowa
$724K