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 %
NFSG
3251
Newbridge Financial Services Group
Florida
$590K -$169K -483 -22%
ACC
3252
Acorn Creek Capital
Colorado
$590K +$30.1K +86 +5%
NAG
3253
Northstar Advisory Group
New Jersey
$589K +$58.2K +166 +11%
MWS
3254
MFA Wealth Services
California
$589K -$43.8K -125 -7%
DLHL
3255
Donald L. Hagan LLC
Florida
$589K +$16.5K +47 +3%
AA
3256
AJ Advisors
Tennessee
$588K +$22.1K +63 +4%
SWM
3257
Seed Wealth Management
Illinois
$587K
KWM
3258
KFG Wealth Management
Indiana
$586K +$16.8K +48 +3%
IPW
3259
Intergy Private Wealth
Colorado
$585K -$2.8K -8 -0.5%
SCM
3260
Sollinda Capital Management
Florida
$585K
MKC
3261
M. Kraus & Co
Vermont
$585K -$5.26K -15 -0.9%
FWP
3262
Firethorn Wealth Partners
Georgia
$583K +$39.2K +112 +7%
CFP
3263
Cascade Financial Partners
California
$583K +$9.11K +26 +2%
LFA
3264
Legend Financial Advisors
Pennsylvania
$581K
NRW
3265
Nova R Wealth
Kansas
$581K +$30.8K +88 +6%
WFMPM
3266
Woodley Farra Manion Portfolio Management
Indiana
$581K +$21.4K +61 +4%
RMC
3267
Ring Mountain Capital
California
$581K +$55.4K +158 +11%
SRC
3268
Shufro Rose & Co
New York
$580K +$350 +1 +0.1%
MA
3269
MKT Advisors
California
$580K +$1.25K +4 +0.2%
PA
3270
Persium Advisors
Georgia
$578K -$30.1K -86 -5%
MPCG
3271
Matrix Private Capital Group
New York
$578K -$208K -595 -27%
VP
3272
Verum Partners
North Carolina
$577K +$8.76K +25 +2%
DP
3273
Divergent Planning
Maryland
$577K
WA
3274
WPG Advisers
Maryland
$577K -$58.9K -168 -9%
MWM
3275
MinichMacGregor Wealth Management
New York
$577K +$46.6K +133 +9%