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 %
SCA
3301
Sippican Capital Advisors
Massachusetts
$556K
GPW
3302
Gentry Private Wealth
Kansas
$552K +$552K +1,575 New
SF
3303
Safeguard Financial
Wisconsin
$551K -$30.8K -88 -5%
FFC
3304
Frederick Financial Consultants
Maryland
$551K +$27.3K +78 +5%
RWA
3305
Redhawk Wealth Advisors
Minnesota
$550K +$4.21K +12 +0.8%
FA
3306
Fortis Advisors
Pennsylvania
$550K +$35.7K +102 +7%
WCFA
3307
Walkner Condon Financial Advisors
Wisconsin
$549K +$52.2K +149 +11%
PS
3308
Planned Solutions
California
$549K +$26.3K +75 +5%
WMN
3309
Wealth Management Nebraska
Nebraska
$549K +$5.96K +17 +1%
MHR
3310
Matthew Hamilton Rosenberg
$549K +$11.9K +34 +2%
VDI
3311
Vaughan David Investments
Illinois
$547K -$18.2K -52 -3%
CWMS
3312
Cannon Wealth Management Services
North Carolina
$546K -$43.4K -124 -7%
EWS
3313
Eagle Wealth Strategies
New Jersey
$546K -$7.71K -22 -1%
GPW
3314
Genesis Private Wealth
Virginia
$545K +$40K +114 +8%
RWPA
3315
Richard W. Paul & Associates
Michigan
$545K -$24.2K -69 -4%
SCM
3316
Sunbeam Capital Management
Georgia
$544K +$350 +1 +0.1%
UWPG
3317
Ullmann Wealth Partners Group
Florida
$544K +$79.9K +228 +17%
CICC
3318
Capital Investment Counsel (Colorado)
Colorado
$543K -$27.7K -79 -5%
BCMLT
3319
Beacon Capital Management LLC (Tennessee)
Tennessee
$543K +$20.3K +58 +4%
CWD
3320
Clarity Wealth Development
Oregon
$542K -$25.6K -74 -5%
PA
3321
Probity Advisors
Texas
$539K -$32.6K -93 -6%
SA
3322
Sylvest Advisors
Texas
$539K -$39.3K -112 -7%
BWCS
3323
Beirne Wealth Consulting Services
Connecticut
$538K
SHWM
3324
Smith & Howard Wealth Management
Georgia
$537K
TPWA
3325
Twin Peaks Wealth Advisors
California
$537K +$10.4K +31 +2%