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 %
VFM
3501
Vision Financial Markets
Connecticut
$426K -$12.3K -35 -3%
MWC
3502
MBM Wealth Consultants
Missouri
$425K -$77.1K -220 -15%
PBO
3503
Peoples Bank (Ohio)
Ohio
$424K +$26.3K +75 +7%
KAM
3504
KEB Asset Management
Illinois
$424K -$1.75K -5 -0.4%
PAG
3505
Powers Advisory Group
Illinois
$423K +$351 +1 +0.1%
OCPWS
3506
One Charles Private Wealth Services
Massachusetts
$423K +$88.7K +253 +27%
FWM
3507
Fonville Wealth Management
Virginia
$423K +$423K +1,211 New
HCC
3508
Hirtle Callaghan & Co
Pennsylvania
$423K -$380K -1,085 -47%
BBWP
3509
Beacon Bridge Wealth Partners
Pennsylvania
$423K +$8.06K +23 +2%
AIA
3510
AIMZ Investment Advisors
California
$422K +$38.6K +110 +10%
CWA
3511
CogentBlue Wealth Advisors
Tennessee
$421K +$170K +486 +68%
CMP
3512
Courage Miller Partners
Virginia
$421K
CWM
3513
C2C Wealth Management
Arizona
$421K
PFA
3514
Plotkin Financial Advisors
Maryland
$420K +$351 +1 +0.1%
BIA
3515
Bell Investment Advisors
California
$420K +$14.4K +41 +4%
CB
3516
Centennial Bank
Arkansas
$419K
SA
3517
Stewardship Advisors
Pennsylvania
$419K +$7.01K +20 +2%
ORC
3518
O'Rourke & Company
Massachusetts
$417K -$3.86K -11 -0.9%
CP
3519
Capital Planning
Washington
$416K +$83.4K +238 +25%
TCB
3520
Texas Capital Bancshares
Texas
$416K +$4.21K +12 +1%
SA
3521
Scarborough Advisors
Maryland
$416K +$1.4K +4 +0.3%
AWS
3522
Arkfeld Wealth Strategies
Nebraska
$414K
PMG
3523
Private Management Group
California
$414K
CFG
3524
Carr Financial Group
Massachusetts
$414K -$170K -484 -29%
HI
3525
Harrington Investments
California
$414K -$350 -1 -0.1%