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 %
SC
3526
Summa Corp
Texas
$413K
ACM
3527
Ascent Capital Management
Oregon
$413K +$3.16K +9 +0.8%
MWA
3528
MFA Wealth Advisors
Pennsylvania
$412K -$128K -364 -24%
JTWM
3529
Jackson Thornton Wealth Management
Alabama
$412K +$72.5K +220 +21%
RRWA
3530
Rainey & Randall Wealth Advisors
Florida
$411K +$411K +1,173 New
MWM
3531
Momentous Wealth Management
Washington
$410K +$12.6K +36 +3%
VEA
3532
Virtus ETF Advisers
New York
$410K +$410K +1,171 New
PPH
3533
Pure Portfolios Holdings
Oregon
$410K -$3.86K -11 -0.9%
NCM
3534
Neumann Capital Management
California
$410K +$35K +100 +9%
BRWM
3535
Blue Rock Wealth Management
North Carolina
$409K +$70.4K +201 +21%
MC
3536
McCarthy & Cox
Ohio
$409K +$10.9K +31 +3%
SPI
3537
Sutton Place Investors
New York
$409K +$51.5K +147 +14%
FWM
3538
Forza Wealth Management
Florida
$408K
PFW
3539
Petros Family Wealth
Minnesota
$408K +$18.2K +52 +5%
VI
3540
Versor Investments
New York
$406K -$186K -531 -31%
AF
3541
Abound Financial
California
$405K -$72.2K -206 -15%
QL
3542
Quarry LP
New York
$405K +$405K +1,156 New
MIAS
3543
Mason Investment Advisory Services
Virginia
$405K -$139K -396 -26%
HPC
3544
Hobart Private Capital
North Carolina
$404K +$9.46K +27 +2%
NC
3545
NovaPoint Capital
Georgia
$404K
KCFA
3546
Key Client Fiduciary Advisors
New Jersey
$403K -$11.9K -34 -3%
AAMC
3547
Asset Allocation & Management Company
Illinois
$403K
MLFP
3548
MPS Loria Financial Planners
Illinois
$402K +$1.05K +3 +0.3%
WWC
3549
Waypoint Wealth Counsel
Georgia
$402K +$94.3K +269 +31%
ACM
3550
Andina Capital Management
Utah
$401K -$356K -1,017 -47%