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 %
NWWA
3576
New Wave Wealth Advisors
Arkansas
$387K -$62.7K -179 -14%
B
3577
Barings
North Carolina
$387K -$55.4K -158 -13%
BDFN
3578
Bond & Devick Financial Network
Minnesota
$387K +$4.21K +12 +1%
DAM
3579
Draper Asset Management
New York
$383K -$1.26M -3,593 -77%
PFA
3580
Petra Financial Advisors
Colorado
$382K
PFS
3581
Prospect Financial Services
New York
$381K -$73.6K -210 -16%
PPW
3582
Pasadena Private Wealth
California
$380K +$380K +1,085 New
MHIC
3583
Marble Harbor Investment Counsel
Massachusetts
$380K
WHCFA
3584
William Howard & Co Financial Advisors
Tennessee
$379K
AFAS
3585
Acorn Financial Advisory Services
Virginia
$379K -$414K -1,182 -52%
SWM
3586
SFG Wealth Management
Maryland
$379K -$141K -402 -27%
PFM
3587
Potomac Fund Management
Florida
$378K +$45.8K +143 +14%
4WM
3588
4J Wealth Management
Virginia
$377K +$36.1K +103 +11%
HWM
3589
Horizon Wealth Management
Illinois
$377K +$54.7K +156 +17%
BL
3590
Balentine LLC
Georgia
$376K -$252K -719 -40%
FFG
3591
First Financial Group
North Carolina
$376K -$30.1K -86 -7%
CIC
3592
Cutler Investment Counsel
Oregon
$375K -$2.8K -8 -0.7%
OF
3593
Optimize Financial
California
$375K -$43.1K -123 -10%
WCAMG
3594
Woodard & Company Asset Management Group
North Carolina
$374K -$21.7K -62 -5%
EWA
3595
Evolution Wealth Advisors
Florida
$374K +$11.9K +34 +3%
AAS
3596
AdviceOne Advisory Services
Connecticut
$374K +$374K +1,066 New
SFCL
3597
Strengthening Families & Communities LLC
Massachusetts
$373K -$17.2K -49 -4%
GCA
3598
Greenwood Capital Associates
South Carolina
$373K -$14.7K -42 -4%
IA
3599
Inspire Advisors
Idaho
$373K -$11.2K -32 -3%
BF
3600
Baring Financial
Washington
$372K -$3.16K -9 -0.8%