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 %
C1AG
3126
Client 1st Advisory Group
Florida
$701K
SGCA
3127
Steel Grove Capital Advisors
Tennessee
$701K -$27.7K -79 -4%
MUAMU
3128
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$701K -$1.4M -4,000 -67%
HZ
3129
Hixon Zuercher
Ohio
$698K
PSFG
3130
Park Square Financial Group
Georgia
$697K -$36.4K -104 -5%
MAM
3131
Marotta Asset Management
Virginia
$697K
PHWM
3132
Pine Harbor Wealth Management
Maryland
$696K
WA
3133
Whipplewood Advisors
Colorado
$696K -$4.19K -12 -0.6%
EMB
3134
Elefante Mark B
$696K +$696K +1,985 New
VFPW
3135
Vantage Financial Partners (Wisconsin)
Wisconsin
$695K +$1.05K +3 +0.2%
JJBC
3136
James J. Burns & Company
New York
$694K +$17.2K +49 +3%
WC
3137
Westhampton Capital
North Carolina
$694K -$22.8K -65 -3%
LFGO
3138
Legacy Financial Group (Oklahoma)
Oklahoma
$694K +$342K +1,026 +97%
WPWM
3139
Western Pacific Wealth Management
Illinois
$693K -$2.8K -8 -0.4%
BFM
3140
Boothbay Fund Management
New York
$693K -$1.54M -4,399 -69%
TI
3141
Truepoint Inc
Ohio
$690K -$11.6K -33 -2%
VAG
3142
VisionPoint Advisory Group
Texas
$690K -$1.02M -2,911 -60%
BFS
3143
BridgePort Financial Solutions
Iowa
$690K -$6.31K -18 -0.9%
WDL
3144
Well Done LLC
Michigan
$689K +$8.22K +26 +1%
MAC
3145
Mason & Associates (California)
California
$687K +$23.1K +66 +3%
CCG
3146
Coastwise Capital Group
California
$686K -$104K -298 -13%
ML
3147
Mayport LLC
Massachusetts
$686K +$337K +963 +97%
KFI
3148
Key Financial Inc
Pennsylvania
$685K -$5.26K -15 -0.8%
OFO
3149
OneAscent Family Office
Alabama
$685K +$176K +503 +34%
WF
3150
Wayfinding Financial
Washington
$683K -$350 -1 -0.1%