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 %
PWA
3276
Physician Wealth Advisors
Utah
$577K -$78.5K -224 -12%
GP
3277
Guardian Partners
Canada
$576K -$23.7K -71 -4%
DA
3278
Drake & Associates
Wisconsin
$573K +$24.9K +71 +5%
BSHC
3279
Breed's Hill Capital
Massachusetts
$572K +$350 +1 +0.1%
IIL
3280
Insight Inv LLC
California
$572K +$511K +13,436 +843%
LCGC
3281
Legacy Capital Group California
California
$571K +$32.9K +94 +6%
FFO
3282
Fortitude Family Office
Arizona
$570K -$336K -960 -37%
FWP
3283
Falcon Wealth Planning
California
$569K +$54K +154 +10%
LJHT
3284
Laurie J. Hall Trustee
$568K -$54.3K -155 -9%
GC
3285
Gibson Capital
Pennsylvania
$568K +$103K +293 +22%
RFA
3286
Reyes Financial Architecture
California
$567K -$60.3K -172 -10%
PL
3287
Parthenon LLC
Kentucky
$567K
FWP
3288
Forefront Wealth Partners
Texas
$567K +$9.11K +26 +2%
GSAM
3289
Grant Street Asset Management
Pennsylvania
$565K -$3.86K -11 -0.7%
CAGAS
3290
Capital Advisory Group Advisory Services
Minnesota
$565K
NWM
3291
Nova Wealth Management
Florida
$564K -$65.8K -188 -10%
EB
3292
Exchange Bank
California
$563K +$6.66K +19 +1%
AGC
3293
Aspen Grove Capital
Colorado
$562K +$4.91K +14 +0.9%
CA
3294
Clune & Associates
Illinois
$562K
MWM
3295
Mascoma Wealth Management
New Hampshire
$562K -$32.9K -94 -6%
CIM
3296
Contravisory Investment Management
Massachusetts
$558K -$6.66K -19 -1%
SHF
3297
Stage Harbor Financial
Massachusetts
$558K +$19.3K +55 +4%
MQWP
3298
Morey & Quinn Wealth Partners
Nebraska
$558K +$12.3K +35 +2%
NSLI
3299
Nan Shan Life Insurance
Taiwan
$557K -$43.4M -123,796 -99%
V
3300
VeraBank
Texas
$557K +$3.51K +10 +0.6%