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 %
NLWP
3551
Next Level Wealth Planning
Idaho
$401K -$20.3K -58 -5%
WWP
3552
Waypoint Wealth Partners
California
$400K -$45.2K -129 -10%
EFG
3553
Embree Financial Group
Illinois
$400K -$10.2K -29 -2%
FWM
3554
Focused Wealth Management
New York
$399K +$8.76K +25 +2%
RAS
3555
RPS Advisory Solutions
Kentucky
$399K -$176K -501 -31%
EL
3556
Essex LLC
Illinois
$399K
WA
3557
WealthTrust Axiom
Pennsylvania
$398K
LSL
3558
Legacy Solutions LLC
Pennsylvania
$397K +$2.8K +8 +0.7%
PSF
3559
Pacific Sun Financial
California
$396K
TWM
3560
Tanager Wealth Management
United Kingdom
$395K +$137K +390 +53%
WIM
3561
WealthPlan Investment Management
Nebraska
$394K -$202K -577 -34%
FWM
3562
Fortress Wealth Management
California
$393K
FAN
3563
Financial Advisors Network
California
$392K -$16.5K -47 -4%
SWRP
3564
Summit Wealth & Retirement Planning
California
$391K +$69.4K +198 +22%
FWM
3565
Finer Wealth Management
Massachusetts
$391K -$7.71K -22 -2%
DFA
3566
Davies Financial Advisors
California
$389K +$20.3K +58 +6%
EWA
3567
Encompass Wealth Advisors
Oregon
$389K -$6.66K -19 -2%
JPG
3568
Jordan Park Group
California
$389K
GWA
3569
Geometric Wealth Advisors
District of Columbia
$389K +$350 +1 +0.1%
SIG
3570
Spinnaker Investment Group
California
$388K +$49K +140 +14%
MSA
3571
McAlister Sweet & Associates
Texas
$388K
SGI
3572
Swan Global Investments
Colorado
$388K +$102K +292 +36%
LF
3573
LifeSteps Financial
California
$388K +$50.1K +143 +15%
TWA
3574
Tandem Wealth Advisors
Arizona
$388K +$5.26K +15 +1%
CA
3575
CGN Advisors
Kansas
$387K -$4.21K -12 -1%