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 %
CWM
3326
Chesapeake Wealth Management
Virginia
$537K -$5.26K -15 -1%
FSA
3327
Financial Security Advisor
Virginia
$535K +$351 +1 +0.1%
CBTWT
3328
Community Bank & Trust (Waco, Texas)
Texas
$534K -$24.5K -70 -4%
MP
3329
Moment Partners
California
$534K -$10.5K -30 -2%
NIP
3330
Nicholas Investment Partners
California
$534K +$239K +681 +81%
AFA
3331
Allium Financial Advisors
Oregon
$533K +$533K +1,522 New
TFF
3332
The Family Firm
Maryland
$533K +$701 +2 +0.1%
CWM
3333
Cherrydale Wealth Management
New Jersey
$533K -$4.56K -13 -0.8%
FFWM
3334
Future Financial Wealth Management
Ohio
$533K -$17.5K -50 -3%
EA
3335
Echo45 Advisors
California
$532K +$15.8K +45 +3%
JWM
3336
JPL Wealth Management
Colorado
$532K -$131K -374 -20%
MS
3337
Maven Securities
Jersey
$532K +$532K +1,518 New
CHA
3338
Cooper/Haims Advisors
New York
$531K +$50.5K +144 +10%
TFM
3339
TFC Financial Management
Massachusetts
$530K +$21K +60 +4%
FL
3340
FreeGulliver LLC
Louisiana
$529K +$3.16K +9 +0.6%
OPOWM
3341
One Plus One Wealth Management
Florida
$529K -$9.12K -26 -2%
ABTD
3342
Arvest Bank Trust Division
Oklahoma
$529K +$90.8K +259 +21%
SM
3343
Sweeney & Michel
California
$529K +$529K +1,716 New
SAM
3344
Smithbridge Asset Management
Pennsylvania
$529K +$529K +1,508 New
LWM
3345
Lakeridge Wealth Management
Ohio
$528K +$28.4K +81 +6%
CG
3346
Cynosure Group
Utah
$528K -$7.01K -20 -1%
DWM
3347
Defined Wealth Management
Oregon
$527K +$8.76K +25 +2%
TCWM
3348
Total Clarity Wealth Management
Illinois
$527K
PCA
3349
Prosperity Capital Advisors
Ohio
$527K +$39.1K +113 +8%
PPW
3350
Presilium Private Wealth
Pennsylvania
$527K