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 %
MFG
3226
Midwest Financial Group
Kansas
$612K +$1.05K +3 +0.2%
PCI
3227
Planning Center Inc
Illinois
$611K
EW
3228
Element Wealth
Mississippi
$610K -$26.3K -75 -4%
LGG
3229
Luts & Greenleigh Group
Maryland
$610K +$14.4K +41 +2%
TWPM
3230
Total Wealth Planning & Management
Florida
$610K -$76.8K -219 -11%
KFA
3231
Krane Funds Advisors
New York
$610K +$308K +878 +102%
PCM
3232
Park Capital Management
Wisconsin
$606K -$13.3K -38 -2%
EBA
3233
Eagle Bay Advisors
New York
$606K -$350 -1 -0.1%
WDG
3234
Wealth Dimensions Group
Ohio
$606K -$18.6K -53 -3%
RA
3235
Riversedge Advisors
Delaware
$606K +$128K +366 +27%
CWA
3236
CM Wealth Advisors
Ohio
$605K
CCA
3237
Carrera Capital Advisors
Michigan
$605K +$70.4K +201 +13%
ICCON
3238
Investment Counsel Company of Nevada
Nevada
$605K +$605K +1,725 New
HCA
3239
Heck Capital Advisors
Wisconsin
$603K +$350 +1 +0.1%
CFD
3240
Creative Financial Designs
Indiana
$603K +$50.5K +144 +9%
OPPS
3241
Obsidian Personal Planning Solutions
Maryland
$602K -$7.25K -21 -1%
CPA
3242
Clear Point Advisors
New York
$599K -$13.7K -39 -2%
IPWA
3243
International Private Wealth Advisors
California
$597K -$16.8K -48 -3%
TCM
3244
Tuttle Capital Management
Connecticut
$596K +$136K +389 +30%
JEST
3245
JTC Employer Solutions Trustee
Jersey
$596K
MWA
3246
Motive Wealth Advisors
Michigan
$596K
HA
3247
Hofer & Associates
California
$594K +$1.05K +3 +0.2%
BWM
3248
BCS Wealth Management
Tennessee
$594K -$198K -564 -25%
DPI
3249
Diversified Portfolios Inc
Michigan
$593K -$312K -890 -34%
DI
3250
Disciplined Investors
Texas
$593K +$350 +1 +0.1%