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 %
MAM
3376
Marquette Asset Management
Minnesota
$505K
ODIJL
3377
One Day In July LLC
Vermont
$503K +$22.8K +65 +5%
PIN
3378
Prudent Investors Network
California
$502K
MEAC
3379
M.E. Allison & Co
Texas
$502K
AHL
3380
Abel Hall LLC
Louisiana
$500K -$107K -304 -18%
WA
3381
Wealthstream Advisors
New York
$500K +$14.7K +42 +3%
AMG
3382
Advisors Management Group
Wisconsin
$499K -$1.05K -3 -0.2%
TPW
3383
Tiller Private Wealth
Pennsylvania
$499K +$68.7K +196 +16%
SPA
3384
Sherbrooke Park Advisers
New York
$499K +$499K +1,423 New
PCA
3385
Peddock Capital Advisors
Massachusetts
$498K +$15.1K +43 +3%
ELM
3386
Elite Life Management
Florida
$497K +$13K +37 +3%
WFC
3387
Western Financial Corp
California
$497K +$27.3K +78 +6%
LFG
3388
Lockerman Financial Group
California
$497K -$6.66K -19 -1%
HNWAG
3389
High Net Worth Advisory Group
Florida
$496K -$7.01K -20 -1%
RAM
3390
Readystate Asset Management
Illinois
$496K +$496K +1,416 New
LWM
3391
LJI Wealth Management
Indiana
$495K
DWS
3392
Discipline Wealth Solutions
South Carolina
$495K
SFG
3393
Seamount Financial Group
Colorado
$495K +$31.5K +90 +7%
MWP
3394
Meridian Wealth Partners
Pennsylvania
$495K -$33.3K -95 -6%
JCFM
3395
JBR Co Financial Management
Oklahoma
$491K -$105K -300 -18%
WW
3396
Westshore Wealth
California
$491K +$350 +1 +0.1%
MIM
3397
Martin Investment Management
Florida
$491K
WFA
3398
WestHill Financial Advisors
California
$489K -$2.1K -6 -0.4%
SFG
3399
Sterling Financial Group
California
$489K +$116K +330 +31%
WA
3400
WESPAC Advisors
California
$489K -$35K -100 -7%