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 %
MCM
3151
Maple Capital Management
Vermont
$679K +$157K +448 +30%
BIP
3152
Blue Investment Partners
California
$678K
MCM
3153
Monarch Capital Management
Indiana
$678K +$8.06K +23 +1%
GEM
3154
Global Endowment Management
North Carolina
$678K +$163K +464 +32%
BFG
3155
Bouchey Financial Group
New York
$676K +$13.7K +39 +2%
SNBOSD
3156
Security National Bank of So Dak
Iowa
$676K +$132K +376 +24%
DWA
3157
Dougherty Wealth Advisers
Minnesota
$676K
EC
3158
EdgeRock Capital
Colorado
$675K +$23.5K +67 +4%
KFA
3159
Kelleher Financial Advisors
New York
$674K -$47K -134 -7%
RTC
3160
Real Talk Capital
Tennessee
$674K +$674K +1,922 New
CFO
3161
Collective Family Office
Pennsylvania
$672K -$35.4K -101 -5%
OPWM
3162
Oregon Pacific Wealth Management
Oregon
$671K -$19.3K -55 -3%
DDPIC
3163
Deroy & Devereaux Private Investment Counsel
Michigan
$671K -$351 -1 -0.1%
RFA
3164
Rollins Financial Advisors
New York
$670K +$350 +1 +0.1%
GWM
3165
Gitterman Wealth Management
New Jersey
$666K +$319K +909 +92%
IAG
3166
Investmark Advisory Group
Connecticut
$664K +$351 +1 +0.1%
W
3167
Wealthquest
Ohio
$663K +$20.3K +58 +3%
IAG
3168
Ipsen Advisor Group
Arkansas
$662K -$59.6K -170 -8%
ME
3169
McIlrath & Eck
Washington
$660K -$625K -1,784 -49%
CIG
3170
Cairn Investment Group
Washington
$660K +$21K +60 +3%
NIWA
3171
New Insight Wealth Advisors
California
$659K +$109K +310 +20%
EIG
3172
Ellenbecker Investment Group
Wisconsin
$658K +$15.1K +43 +2%
BCM
3173
BluePointe Capital Management
California
$657K +$319K +910 +94%
ABWM
3174
Alpine Bank Wealth Management
Colorado
$656K +$656K +1,871 New
SIM
3175
Studio Investment Management
Illinois
$653K -$32.6K -93 -5%