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 %
QCIG
3101
Quad-Cities Investment Group
Iowa
$721K -$13.7K -39 -2%
SHFP
3102
Second Half Financial Partners
Florida
$721K +$110K +313 +18%
CPC
3103
Consolidated Planning Corp
Georgia
$720K -$25.2K -72 -3%
CG
3104
Clifford Group
Massachusetts
$720K +$30.1K +86 +4%
CFFP
3105
Center for Financial Planning
Michigan
$720K +$7.01K +20 +1%
BDF
3106
Black Diamond Financial
Maryland
$718K +$23.1K +66 +3%
BWA
3107
BlueChip Wealth Advisors
Georgia
$718K +$9.11K +26 +1%
WF
3108
Whelan Financial
California
$718K +$283K +806 +65%
OIS
3109
OneAscent Investment Solutions
Alabama
$717K +$717K +2,045 New
SFG
3110
Stonebridge Financial Group
Pennsylvania
$716K +$22.4K +64 +3%
PAM
3111
Paradigm Asset Management
New York
$715K
NCTC
3112
New Covenant Trust Company
Indiana
$714K -$21.6K -63 -3%
VIPI
3113
Vista Investment Partners II
Indiana
$714K -$124K -355 -15%
BWA
3114
Blodgett Wealth Advisors
California
$713K -$254K -725 -26%
BC
3115
Belmont Capital
California
$710K +$535K +1,526 +305%
NJIM
3116
Nabity-Jensen Investment Management
Nebraska
$710K +$15.8K +45 +2%
RPCA
3117
Running Point Capital Advisors
California
$709K +$108K +309 +18%
TWP
3118
Tower Wealth Partners
Pennsylvania
$709K -$162K -463 -19%
GSIS
3119
Global Strategic Investment Solutions
Arizona
$709K -$68.7K -196 -9%
APG
3120
Abacus Planning Group
South Carolina
$707K +$136K +389 +24%
ONGA
3121
O'Neil Global Advisors
California
$707K -$171K -489 -20%
LC
3122
Lincoln Capital
Nebraska
$706K
GWP
3123
Gateway Wealth Partners
Wisconsin
$706K +$88K +251 +14%
JFA
3124
JNBA Financial Advisors
Minnesota
$704K +$350 +1 +0%
HP
3125
Haven Private
Florida
$702K +$34.3K +98 +5%