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 %
SFC
3426
Swisher Financial Concepts
Ohio
$467K +$33.3K +95 +8%
GKIM
3427
GW&K Investment Management
Massachusetts
$467K +$22.1K +63 +5%
FC
3428
Financial Council
Maryland
$467K
MSWM
3429
McGlone Suttner Wealth Management
Wisconsin
$466K +$153K +437 +49%
CA
3430
CSM Advisors
Pennsylvania
$466K -$1.76K -5 -0.4%
AWM
3431
Aberdeen Wealth Management
Illinois
$465K
FTUS
3432
Flow Traders U.S.
New York
$462K -$1.71M -4,867 -79%
TI
3433
TTP Investments
California
$462K +$19.6K +56 +4%
CC
3434
Centiva Capital
New York
$461K +$23.8K +68 +5%
RRCM
3435
Rappaport Reiches Capital Management
Illinois
$461K +$184K +526 +67%
EWA
3436
ERTS Wealth Advisors
Michigan
$461K -$9.81K -28 -2%
VW
3437
Vance Wealth
California
$461K +$69.7K +199 +18%
PA
3438
Planning Alternatives
Michigan
$460K +$222K +633 +93%
BBA
3439
Braun-Bostich & Associates
Pennsylvania
$458K +$5.61K +16 +1%
CL
3440
CIM LLC
New York
$458K -$7.01K -20 -2%
RA
3441
Rise Advisors
New York
$458K +$123K +351 +37%
CAWM
3442
Capital A Wealth Management
Pennsylvania
$458K -$30.1K -86 -6%
SWIA
3443
Solano Wealth Investment Advisors
California
$457K
FSA
3444
Franklin Street Advisors
North Carolina
$457K
PA
3445
Prism Advisors
California
$456K
OCM
3446
Orser Capital Management
Texas
$456K
LWM
3447
LongView Wealth Management
Georgia
$456K -$41.7K -119 -8%
KW
3448
Keyvantage Wealth
Pennsylvania
$456K +$456K +1,301 New
BOC
3449
Blue Oak Capital
California
$456K
NIA
3450
NIA Impact Advisors
California
$456K