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 %
TVAMP
3401
Tennessee Valley Asset Management Partners
Tennessee
$488K +$4.55K +13 +0.9%
EMCIP
3402
Ewing Morris & Co Investment Partners
Ontario, Canada
$488K -$1.76M -3,490 -78%
KPWG
3403
KFA Private Wealth Group
Virginia
$487K +$61K +174 +14%
AWM
3404
Accel Wealth Management
Iowa
$486K -$350 -1 -0.1%
MWA
3405
Muirfield Wealth Advisors
North Carolina
$485K -$22.1K -63 -4%
PFA
3406
Pathway Financial Advisors
Vermont
$484K -$10.2K -29 -2%
AP
3407
Atwood & Palmer
Missouri
$484K +$267K +762 +123%
EPW
3408
Endeavor Private Wealth
Kansas
$484K +$183K +522 +61%
III
3409
Independent Investors Inc
New York
$484K
GCM
3410
Goldstream Capital Management
Hong Kong
$483K
SWM
3411
StoneCrest Wealth Management
Arizona
$482K
BFPW
3412
BOK Financial Private Wealth
Colorado
$482K +$32.9K +94 +7%
SGWM
3413
Sterling Group Wealth Management
California
$481K
SC
3414
Saturna Capital
Washington
$480K
CWM
3415
Chemistry Wealth Management
New York
$480K +$102K +291 +27%
TPBG
3416
Turning Point Benefit Group
Maryland
$480K +$67.1K +215 +16%
PVAMC
3417
PPS&V Asset Management Consultants
Michigan
$479K -$11.9K -34 -2%
EGWAG
3418
Elwood & Goetz Wealth Advisory Group
Georgia
$479K +$73.2K +209 +18%
MAG
3419
M3 Advisory Group
Massachusetts
$478K -$208K -593 -30%
SICM
3420
Sustainable Insight Capital Management
New York
$476K +$140K +400 +42%
FP
3421
Financial Perspectives
Minnesota
$474K
FBFS
3422
First Business Financial Services
Wisconsin
$474K +$53.3K +152 +13%
WAOTB
3423
Wealth Advisors of Tampa Bay
Florida
$472K +$50.8K +145 +12%
CGA
3424
Crescent Grove Advisors
Illinois
$472K -$31.5K -90 -6%
HIG
3425
Heritage Investment Group
Florida
$470K +$52.6K +150 +13%