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 %
BPFA
3176
Barnes Pettey Financial Advisors
Mississippi
$653K
HPM
3177
Hoxton Planning & Management
West Virginia
$652K +$34.3K +98 +6%
T
3178
TOBAM
France
$651K -$740K -2,110 -53%
HIW
3179
Holos Integrated Wealth
Pennsylvania
$650K
BPAMU
3180
BTG Pactual Asset Management US
New York
$649K -$2.14M -6,094 -77%
MIG
3181
McGuire Investment Group
Rhode Island
$648K
OWM
3182
OneAscent Wealth Management
Alabama
$648K -$131K -374 -17%
HFS
3183
Howard Financial Services
Texas
$648K -$43.1K -123 -6%
SAM
3184
Sherman Asset Management
California
$647K +$25.9K +74 +4%
HI
3185
Hudock Inc
Pennsylvania
$647K -$11.6K -33 -2%
PIM
3186
Pullen Investment Management
Florida
$647K +$28K +80 +5%
MW
3187
Members Wealth
Pennsylvania
$646K +$8.06K +23 +1%
MAM
3188
Mainsail Asset Management
Alabama
$646K +$23.5K +67 +4%
IWS
3189
Insight Wealth Strategies
California
$645K -$6.66K -19 -1%
LAS
3190
Legacy Advisory Services
Pennsylvania
$644K +$644K +1,838 New
AWA
3191
Aletheian Wealth Advisors
Washington
$643K +$102K +292 +19%
RA
3192
Ruggaard & Associates
Ohio
$643K
SSW
3193
Smith Shellnut Wilson
Mississippi
$642K +$41.7K +119 +7%
PAG
3194
Paladin Advisory Group
Iowa
$640K
SHF
3195
Safe Harbor Fiduciary
Florida
$639K -$3.86K -11 -0.6%
RB
3196
Rodgers Brothers
Pennsylvania
$639K +$5.61K +16 +0.9%
PCMH
3197
Polymer Capital Management (HK)
Hong Kong
$639K +$288K +823 +82%
WI
3198
WBI Investments
New Jersey
$638K -$2.15M -6,142 -77%
RTC
3199
Riverview Trust Company
Washington
$637K -$93.2K -266 -13%
CWC
3200
Carolinas Wealth Consulting
North Carolina
$637K +$88.3K +252 +16%