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 %
WCP
3451
Wealthcare Capital Partners
Pennsylvania
$454K +$59.2K +169 +15%
EWS
3452
Evergreen Wealth Solutions
Pennsylvania
$453K +$14.7K +42 +3%
NC
3453
North Capital
Utah
$452K +$452K +1,290 New
SWA
3454
Strategies Wealth Advisors
Michigan
$452K +$452K +1,290 New
FC
3455
Fusion Capital
South Carolina
$451K +$5.61K +16 +1%
MWM
3456
MBE Wealth Management
Wisconsin
$451K +$451K +1,286 New
CIA
3457
Caerus Investment Advisors
Texas
$450K
AAM
3458
Austin Asset Management
Texas
$449K +$11.6K +33 +3%
WA
3459
Waterford Advisors
New York
$449K
KFC
3460
Klingenstein Fields & Co
New York
$447K +$10.9K +31 +2%
PIMG
3461
Patriot Investment Management Group
Tennessee
$447K
UBG
3462
United Bank (Georgia)
Georgia
$446K -$57.1K -163 -11%
GWM
3463
Greenwich Wealth Management
Connecticut
$446K -$7.7K -22 -2%
RIA
3464
RPG Investment Advisory
California
$446K +$223K +636 +100%
WFA
3465
WMG Financial Advisors
Tennessee
$445K +$3.51K +10 +0.8%
AF
3466
Apollon Financial
South Carolina
$445K +$27.3K +78 +7%
GWM
3467
GSB Wealth Management
Connecticut
$445K +$4.91K +14 +1%
SR
3468
Syntax Research
Florida
$445K
HIS
3469
Harvest Investment Services
Illinois
$444K +$44.9K +128 +11%
EIP
3470
Ellis Investment Partners
Pennsylvania
$444K +$29.1K +83 +7%
HS
3471
Horan Securities
United States
$444K -$17.9K -51 -4%
TDC
3472
Thompson Davis & Co
Virginia
$443K +$14.4K +41 +3%
SN
3473
Sittner & Nelson
Oregon
$442K
FAM
3474
Fairtree Asset Management
South Africa
$442K -$524K -1,495 -54%
KWA
3475
Kellett Wealth Advisors
Ohio
$441K +$9.47K +27 +2%